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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

81 hedge funds and large institutions have $1.24B invested in Aptus Defined Risk ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.08%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
21
Increased
37
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$314M
2
DE
2
Diversified Enterprises
Delaware
$40.5M
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$97.7M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$117M
5
KWM
5
KFG Wealth Management
Indiana
$34.2M

Top Sellers

1
TPW
1
Talon Private Wealth
Florida
$51.3M
2
BCM
2
Brookstone Capital Management
Illinois
$43.2M
3
SHF
3
Safe Harbor Fiduciary
Florida
$377K
4
ARC
4
Advisor Resource Council
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
51
Vise Technologies
New York
$724K +$724K +26,380 New
JCM
52
Jacobi Capital Management
Pennsylvania
$715K -$117K -4,261 -14%
AFG
53
Atomi Financial Group
New York
$433K -$654K -23,857 -60%
PAS
54
Park Avenue Securities
New York
$432K -$2.11K -77 -0.5%
SHF
55
Safe Harbor Fiduciary
Florida
$377K -$4.72M -172,013 -93%
CFP
56
Comprehensive Financial Planning
Pennsylvania
$355K +$355K +12,953 New
RFN
57
RDA Financial Network
Iowa
$308K +$84.2K +3,069 +38%
VCM
58
Virtue Capital Management
Tennessee
$263K -$17.3K -631 -6%
PA
59
Parallel Advisors
California
$256K +$38.5K +1,403 +18%
Wolverine Trading
60
Wolverine Trading
Illinois
$250K -$259K -9,426 -51%
BWM
61
BCS Wealth Management
Tennessee
$240K – – –
PTC
62
Private Trust Company
Ohio
$233K – – –
MSCM
63
McElhenny Sheffield Capital Management
Texas
$203K – – –
CAS
64
Coppell Advisory Solutions
Texas
$133K -$11.3K -410 -8%
GRP
65
Global Retirement Partners
California
$110K +$4.99K +182 +5%
BlackRock
66
BlackRock
New York
$51.2K +$51.2K +1,866 New
WSFS
67
Wilmington Savings Fund Society
Delaware
$44.2K – – –
AWM
68
AE Wealth Management
Kansas
$34.3K +$34.3K +1,249 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$32K +$355 +13 +1%
PS
70
Principal Securities
Iowa
$14.6K -$7K -255 -32%
Bank of America
71
Bank of America
North Carolina
$12K +$12K +438 New
RWPA
72
Richard W. Paul & Associates
Michigan
$9K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$7.7K -$528 -19 -6%
AssetMark Inc
74
AssetMark Inc
California
$6.42K +$6.42K +234 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$6.06K +$6.06K +221 New
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