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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

45 hedge funds and large institutions have $409M invested in Aptus Defined Risk ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
3
Increased
8
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.95M
3
ASN
Advisory Services Network
Georgia
$8.94M
4
OP
ORG Partners
Indiana
$279K
5
Citadel Advisors
Citadel Advisors
Florida
$541K

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$153M
2
CIA
Compass Ion Advisors
Pennsylvania
$15.2M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.5M
4
FP
Fiduciary Planning
Florida
$20.4M
5
TA
TrueWealth Advisors
Alabama
$734K
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
51
McAdam LLC
Pennsylvania
– -$202K -8,122 Closed
WIM
52
WealthPlan Investment Management
Nebraska
– -$79.1K -3,181 Closed
WP
53
WealthPLAN Partners
Nebraska
– -$61.2K -2,463 Closed
AWM
54
Avior Wealth Management
Nebraska
– -$23.5K -944 Closed
Morgan Stanley
55
Morgan Stanley
New York
– -$10.8K -434 Closed
NA
56
NewEdge Advisors
Louisiana
– -$1.59K -64 Closed
SWM
57
Sanctuary Wealth Management
Idaho
– -$447 -18 Closed
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