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Aptus Defined Risk ETF

94 hedge funds and large institutions have $1.6B invested in Aptus Defined Risk ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$51.7M
2 -$18.2M
3 -$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
PW
27
Pandora Wealth
Illinois
$10.6M
SOS
28
Silver Oak Securities
Tennessee
$9.52M
CCP
29
Cushing Capital Partners
Wisconsin
$8.18M
MWM
30
MBE Wealth Management
Wisconsin
$8.11M
LRWM
31
Lord & Richards Wealth Management
Colorado
$8.08M
UAG
32
United Advisor Group
Ohio
$7.92M
EC
33
EdgeRock Capital
Colorado
$7.56M
FGG
34
Financial Guidance Group
Florida
$6.8M
PCIA
35
Prime Capital Investment Advisors
Kansas
$6.27M
MWM
36
Maripau Wealth Management
Indiana
$5.66M
SAI
37
Savvy Advisors Inc
New York
$4.91M
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.74M
OPOWM
39
One Plus One Wealth Management
Florida
$4.6M
SP
40
SWS Partners
Ohio
$4.53M
RIA
41
Regal Investment Advisors
Michigan
$3.59M
CW
42
Code Waechter
Florida
$3.41M
RB
43
Renasant Bank
Mississippi
$3.28M
SHFP
44
Second Half Financial Partners
Florida
$3.1M
IAA
45
Independent Advisor Alliance
North Carolina
$2.8M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$2.78M
AI
47
Atria Investments
North Carolina
$2.71M
MMM
48
Mendel Money Management
Illinois
$2.6M
LIM
49
Leavell Investment Management
Alabama
$2.45M
CWP
50
Cyndeo Wealth Partners
Florida
$2.28M