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Aptus Defined Risk ETF

80 hedge funds and large institutions have $1.44B invested in Aptus Defined Risk ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$749K
JCM
52
Jacobi Capital Management
Pennsylvania
$715K
Betterment LLC
53
Betterment LLC
New York
$644K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$501K
PA
55
Parallel Advisors
California
$436K
GIA
56
Gladstone Institutional Advisory
Florida
$423K
Citadel Advisors
57
Citadel Advisors
Florida
$394K
VCM
58
Virtue Capital Management
Tennessee
$340K
MPW
59
Magnolia Private Wealth
Pennsylvania
$303K
RFN
60
RDA Financial Network
Iowa
$282K
MSCM
61
McElhenny Sheffield Capital Management
Texas
$213K
VH
62
Visionary Horizons
Tennessee
$213K
MWM
63
Meridian Wealth Management
Kentucky
$206K
GRP
64
Global Retirement Partners
California
$108K
BF
65
BOK Financial
Oklahoma
$92.1K
Corient Private Wealth
66
Corient Private Wealth
Florida
$59.6K
HI
67
Harbour Investments
Wisconsin
$52.3K
WSFS
68
Wilmington Savings Fund Society
Delaware
$51.6K
PTC
69
Private Trust Company
Ohio
$46.8K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$27K
PS
71
Principal Securities
Iowa
$24.5K
UBS Group
72
UBS Group
Switzerland
$22.8K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$10K
FWM
74
FSA Wealth Management
Massachusetts
$8.91K
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$8.65K