Aptus Defined Risk ETF
DRSK
63 hedge funds and large institutions have $673M invested in Aptus Defined Risk ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
10% more capital invested
Capital invested by funds: $611M → $673M (+$62.5M)
5% more funds holding
Funds holding: 60 → 63 (+3)
0.76% more ownership
Funds ownership: 75.09% → 75.85% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$28.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.1M |
| 3 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$8.17M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$8.12M |
| 5 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$13.6M |
| 2 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$11.5M |
| 3 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$4.07M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.82M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.46M |
DRSK Hedge Fund Activity: Q1 2022 in Review
63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q1 2022, worth a combined $673M — up 10% from $611M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DRSK positions and 6 closed out — a net gain of 6 holders — while 25 added to existing stakes and 20 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $28.4M. The largest seller was WealthPLAN Partners, cutting an estimated $13.6M.
- 63 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q1 2022, up from 60 in Q4 2021.
- Funds reported $673M of Aptus Defined Risk ETF stock for Q1 2022, up 10% quarter-over-quarter.
- 12 funds opened new Aptus Defined Risk ETF positions in Q1 2022 and 6 closed out, a net change of +6 holders.
- The largest Aptus Defined Risk ETF buyer in Q1 2022 was Aptus Capital Advisors, an estimated $28.4M added.
- The largest Aptus Defined Risk ETF seller in Q1 2022 was WealthPLAN Partners, an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2022.