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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

67 hedge funds and large institutions have $615M invested in Aptus Defined Risk ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.08%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
17
Increased
12
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$10.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.32M
3
SOS
Silver Oak Securities
Tennessee
$8.13M
4
Jane Street
Jane Street
New York
$2.61M
5
OMC
Old Mission Capital
Illinois
$2.54M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$218M
2
SWM
Sugarloaf Wealth Management
Georgia
$56.1M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.7M
4
FP
Fiduciary Planning
Florida
$39.5M
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BCS Wealth Management
Tennessee
$242K – – –
CA
52
CGN Advisors
Kansas
$229K -$70.9K -2,771 -24%
MSCM
53
McElhenny Sheffield Capital Management
Texas
$189K +$189K +7,400 New
HI
54
Harbour Investments
Wisconsin
$123K +$24.5K +957 +25%
CA
55
CoreCap Advisors
Michigan
$72.5K +$72.5K +2,830 New
GI
56
Gradient Investments
Minnesota
$59.9K +$59.9K +2,339 New
PTC
57
Private Trust Company
Ohio
$36K – – –
BCWM
58
Bartlett & Co Wealth Management
Ohio
$26.4K – – –
BC
59
Bartlett & Co
Ohio
$26K – – –
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$12.1K +$12.1K +471 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$12K +$12K +461 New
CFGS
62
Concourse Financial Group Securities
Alabama
$9.88K -$845 -33 -8%
UBS Group
63
UBS Group
Switzerland
$8.78K -$127K -4,943 -94%
RWPA
64
Richard W. Paul & Associates
Michigan
$8.4K +$8.4K +328 New
MCC
65
Money Concepts Capital
Florida
$6.53K +$6.53K +255 New
C
66
Covestor
United Kingdom
$4K +$4K +151 New
FCA
67
FinTrust Capital Advisors
South Carolina
$2.05K – – –
EDRIA
68
Edmonds Duncan Registered Investment Advisors
Kansas
– -$14.9M -587,164 Closed
BCM
69
Bienville Capital Management
New York
– -$2.6M -102,446 Closed
AI
70
Atria Investments
North Carolina
– -$1.29M -50,951 Closed
PWS
71
Precision Wealth Strategies
Missouri
– -$1.08M -43,029 Closed
ML
72
McAdam LLC
Pennsylvania
– -$310K -12,222 Closed
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