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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

66 hedge funds and large institutions have $743M invested in Aptus Defined Risk ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.12%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
15
Increased
20
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$110M
2
CIA
Compass Ion Advisors
Pennsylvania
$69.8M
3
DAM
Derbend Asset Management
Georgia
$11.8M
4
FP
Fiduciary Planning
Florida
$62.4M
5
SOS
Silver Oak Securities
Tennessee
$8.82M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
$1.06M
2
ODFS
O'Donnell Financial Services
California
$0
3
ACA
Aptus Capital Advisors
Alabama
$266M
4
SI
Stephens Inc
Arkansas
$0
5
CA
CGN Advisors
Kansas
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
51
Two Sigma Securities
New York
$299K +$299K +11,362 New
RJT
52
Raymond James Trust
Florida
$272K – – –
BWM
53
BCS Wealth Management
Tennessee
$248K -$86K -3,274 -26%
AAS
54
Ameritas Advisory Services
Nebraska
$240K +$240K +9,142 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$230K -$450K -17,135 -66%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$156K +$148K +5,636 +1,830%
TCWM
57
Total Clarity Wealth Management
Illinois
$126K +$126K +4,784 New
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$124K +$2.37K +90 +2%
HI
59
Harbour Investments
Wisconsin
$101K +$101K +3,857 New
CA
60
CoreCap Advisors
Michigan
$80K +$80K +3,033 New
PTC
61
Private Trust Company
Ohio
$37K +$37K +1,400 New
CWA
62
Core Wealth Advisors
Florida
$21K -$50.5K -1,961 -71%
UBS Group
63
UBS Group
Switzerland
$15K -$1.1K -42 -7%
CFGS
64
Concourse Financial Group Securities
Alabama
$12K -$78 -3 -0.6%
FCA
65
FinTrust Capital Advisors
South Carolina
$2K – – –
ODFS
66
O'Donnell Financial Services
California
– -$12.6M -452,094 Closed
SI
67
Stephens Inc
Arkansas
– -$9.03M -322,805 Closed
WEPOG
68
Wealth Enhancement & Preservation of GA
Georgia
– -$2.69M -96,120 Closed
CPP
69
Capasso Planning Partners
South Carolina
– -$1.06M -38,041 Closed
RJA
70
Raymond James & Associates
Florida
– -$342K -12,214 Closed
MSCM
71
McElhenny Sheffield Capital Management
Texas
– -$207K -7,400 Closed
Morgan Stanley
72
Morgan Stanley
New York
– -$34K -1,219 Closed
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