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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

61 hedge funds and large institutions have $703M invested in Aptus Defined Risk ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
0.98%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
12
Increased
20
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$273M
2
ARC
Advisor Resource Council
Texas
$18.9M
3
TA
TrueWealth Advisors
Alabama
$9.27M
4
SWM
Sugarloaf Wealth Management
Georgia
$62.1M
5
ASN
Advisory Services Network
Georgia
$5.54M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$128K
2
CIA
Compass Ion Advisors
Pennsylvania
$58.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.3M
4
OMC
Old Mission Capital
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$128K -$14.1M -545,570 -99%
HI
52
Harbour Investments
Wisconsin
$99.8K -$25.3K -973 -20%
Wells Fargo
53
Wells Fargo
California
$88.1K +$88.1K +3,391 New
AAS
54
Ameritas Advisory Services
Nebraska
$84.2K +$84.2K +3,268 New
WP
55
WealthPLAN Partners
Nebraska
$58.2K -$334K -12,851 -85%
UBS Group
56
UBS Group
Switzerland
$55.6K +$46.7K +1,799 +524%
PTC
57
Private Trust Company
Ohio
$36.4K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$9.61K -$415 -16 -4%
RWPA
59
Richard W. Paul & Associates
Michigan
$8.52K – – –
FCA
60
FinTrust Capital Advisors
South Carolina
$2.05K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$52 +$52 +2 New
OMC
62
Old Mission Capital
Illinois
– -$2.54M -99,284 Closed
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
– -$1.18M -46,179 Closed
SG
64
StoneX Group
New York
– -$721K -27,905 Closed
Wolverine Trading
65
Wolverine Trading
Illinois
– -$303K -11,844 Closed
RJT
66
Raymond James Trust
Florida
– -$265K -10,334 Closed
TSS
67
Two Sigma Securities
New York
– -$244K -9,512 Closed
CA
68
CGN Advisors
Kansas
– -$229K -8,928 Closed
MSCM
69
McElhenny Sheffield Capital Management
Texas
– -$189K -7,400 Closed
GI
70
Gradient Investments
Minnesota
– -$59.9K -2,339 Closed
BC
71
Bartlett & Co
Ohio
– -$26K -1,030 Closed
BCWM
72
Bartlett & Co Wealth Management
Ohio
– -$26.4K -1,030 Closed
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
– -$12.1K -471 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
– -$12K -461 Closed
MCC
75
Money Concepts Capital
Florida
– -$6.53K -255 Closed
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