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Aptus Defined Risk ETF

67 hedge funds and large institutions have $1.03B invested in Aptus Defined Risk ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.97%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
17
Increased
33
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSCM
51
McElhenny Sheffield Capital Management
Texas
$209K
CAS
52
Coppell Advisory Solutions
Texas
$148K -$38.6K -1,360 -21%
GRP
53
Global Retirement Partners
California
$108K +$3.03K +107 +3%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$49.6K +$49.6K +1,751 New
WSFS
55
Wilmington Savings Fund Society
Delaware
$45.6K +$45.6K +1,611 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$33K +$2.08K +73 +7%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$32.4K +$32.4K +1,144 New
PS
58
Principal Securities
Iowa
$22.3K
EWA
59
EverSource Wealth Advisors
Alabama
$15.3K +$15.3K +541 New
RWPA
60
Richard W. Paul & Associates
Michigan
$9.28K
CFGS
61
Concourse Financial Group Securities
Alabama
$8.38K -$340 -12 -4%
CA
62
CoreCap Advisors
Michigan
$6.01K
FCA
63
FinTrust Capital Advisors
South Carolina
$4.22K
Osaic Holdings
64
Osaic Holdings
Arizona
$2.83K -$1.52M -53,762 -100%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$1.98K
BCMLT
66
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K
Morgan Stanley
67
Morgan Stanley
New York
$63 +$32 +1 +100%
OMC
68
Old Mission Capital
Illinois
-$886K -32,764 Closed
GS
69
GTS Securities
New York
-$503K -18,621 Closed
TC
70
TownSquare Capital
Utah
-$275K -10,170 Closed
MWM
71
Meridian Wealth Management
Kentucky
-$205K -7,600 Closed
Bank of America
72
Bank of America
North Carolina
-$10.3K -382 Closed
GWM
73
Geneos Wealth Management
Colorado
-$4.84K -179 Closed