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Aptus Defined Risk ETF
DRSK

95 hedge funds and large institutions have $1.6B invested in Aptus Defined Risk ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

19% more funds holding

Funds holding: 80 → 95 (+15)

11% more capital invested

Capital invested by funds: $1.44B → $1.6B (+$160M)

9% more funds holding in top 10

Funds holding in top 10: 23 → 25 (+2)

2.14% more ownership

Funds ownership: 108.91% → 111.05% (+2.1%)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.16%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
21
Increased
49
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$63.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$62.4M
3
GL
Gerber LLC
Ohio
+$12M
4
BIG
Brookwood Investment Group
Arizona
+$11.3M
5
SAI
Savvy Advisors Inc
New York
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$18.2M
3
UWP
Uniting Wealth Partners
Kansas
-$13.8M
4
Jane Street
Jane Street
New York
-$8.27M
5
CG
Clarus Group
Texas
-$848K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
26
Brookwood Investment Group
Arizona
$11M +$11.3M +386,913 New
PW
27
Pandora Wealth
Illinois
$10.6M +$104K +3,555 +1%
SOS
28
Silver Oak Securities
Tennessee
$9.52M +$221K +7,570 +2%
CCP
29
Cushing Capital Partners
Wisconsin
$8.18M +$158K +5,407 +2%
MWM
30
MBE Wealth Management
Wisconsin
$8.11M +$472K +16,169 +6%
LRWM
31
Lord & Richards Wealth Management
Colorado
$8.08M +$342K +11,734 +4%
UAG
32
United Advisor Group
Ohio
$7.92M +$206K +7,045 +3%
EC
33
EdgeRock Capital
Colorado
$7.56M +$56.2K +1,927 +0.7%
FGG
34
Financial Guidance Group
Florida
$6.8M +$1.42M +48,553 +26%
PCIA
35
Prime Capital Investment Advisors
Kansas
$6.27M +$944K +32,346 +17%
MWM
36
Maripau Wealth Management
Indiana
$5.66M +$651K +22,317 +13%
SAI
37
Savvy Advisors Inc
New York
$4.91M +$5.03M +172,440 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.74M +$4.86M +166,365 New
OPOWM
39
One Plus One Wealth Management
Florida
$4.6M +$136K +4,645 +3%
SP
40
SWS Partners
Ohio
$4.53M +$188K +6,441 +4%
RIA
41
Regal Investment Advisors
Michigan
$3.59M +$2.53M +86,810 +220%
CW
42
Code Waechter
Florida
$3.41M -$154K -5,291 -4%
RB
43
Renasant Bank
Mississippi
$3.28M -$552K -18,924 -14%
SHFP
44
Second Half Financial Partners
Florida
$3.1M +$54.8K +1,878 +2%
IAA
45
Independent Advisor Alliance
North Carolina
$2.8M +$2.04M +69,907 +245%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$2.78M -$178K -6,115 -6%
AI
47
Atria Investments
North Carolina
$2.71M +$379K +12,990 +16%
MMM
48
Mendel Money Management
Illinois
$2.6M +$931K +31,910 +54%
LIM
49
Leavell Investment Management
Alabama
$2.45M – – –
CWP
50
Cyndeo Wealth Partners
Florida
$2.28M +$2.34M +80,133 New
1
2
3 4

DRSK Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q4 2025, worth a combined $1.6B — up 11% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DRSK positions and 5 closed out — a net gain of 16 holders — while 49 added to existing stakes and 19 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $63.7M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $51.7M sold.

  • 95 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q4 2025, up from 80 in Q3 2025.
  • Funds reported $1.6B of Aptus Defined Risk ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Aptus Defined Risk ETF positions in Q4 2025 and 5 closed out, a net change of +16 holders.
  • The largest Aptus Defined Risk ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $63.7M added.
  • The largest Aptus Defined Risk ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q4 2025.