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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

47 hedge funds and large institutions have $532M invested in Aptus Defined Risk ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
8
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Sugarloaf Wealth Management
Georgia
$72M
2
FP
Fiduciary Planning
Florida
$24M
3
ACA
Aptus Capital Advisors
Alabama
$266M
4
MWM
MBE Wealth Management
Wisconsin
$25.2M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
$1.93M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$4.26M
2
PPW
Pasadena Private Wealth
California
$300K
3
PWS
Precision Wealth Strategies
Missouri
$24.8M
4
FAM
Formidable Asset Management
Ohio
$406K
5
MFG
Menard Financial Group
Texas
$223K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
51
Howe & Rusling
New York
– -$122K -4,164 Closed
PCIA
52
Prime Capital Investment Advisors
Kansas
– -$66K -2,264 Closed
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