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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

79 hedge funds and large institutions have $1.21B invested in Aptus Defined Risk ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.07%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.33%
New
12
Increased
45
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
SevenBridge Financial Group
Pennsylvania
+$11M
2
ACA
Aptus Capital Advisors
Alabama
+$9.78M
3
SAW
Signal Advisors Wealth
Michigan
+$6.77M
4
Raymond James Financial
Raymond James Financial
Florida
+$6.28M
5
CIA
Compass Ion Advisors
Pennsylvania
+$6.05M

Top Sellers

1
OP
ORG Partners
Indiana
-$25.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.9M
3
BCM
Brookstone Capital Management
Illinois
-$14.2M
4
TPW
Talon Private Wealth
Florida
-$2.31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$529K -$182K -6,665 -26%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$489K -$2.18M -80,003 -82%
PAS
53
Park Avenue Securities
New York
$397K -$32.2K -1,179 -7%
SHF
54
Safe Harbor Fiduciary
Florida
$377K +$2.18K +80 +0.6%
CFP
55
Comprehensive Financial Planning
Pennsylvania
$353K -$545 -20 -0.2%
VCM
56
Virtue Capital Management
Tennessee
$284K +$21.8K +797 +8%
RFN
57
RDA Financial Network
Iowa
$272K -$34K -1,245 -11%
PTC
58
Private Trust Company
Ohio
$232K – – –
AFG
59
Atomi Financial Group
New York
$208K -$223K -8,191 -52%
MSCM
60
McElhenny Sheffield Capital Management
Texas
$202K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$135K +$135K +4,942 New
Osaic Holdings
62
Osaic Holdings
Arizona
$54.8K +$49.4K +1,813 +930%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$53K +$53K +1,942 New
WSFS
64
Wilmington Savings Fund Society
Delaware
$49.8K +$5.89K +216 +13%
Wells Fargo
65
Wells Fargo
California
$44.1K +$44.1K +1,616 New
AWM
66
AE Wealth Management
Kansas
$34.2K +$136 +5 +0.4%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$32K +$217 +8 +0.7%
HI
68
Harbour Investments
Wisconsin
$31.3K +$31.3K +1,148 New
PA
69
Parallel Advisors
California
$23.6K -$230K -8,452 -91%
PS
70
Principal Securities
Iowa
$14.6K – – –
RWPA
71
Richard W. Paul & Associates
Michigan
$8.95K – – –
UBS Group
72
UBS Group
Switzerland
$7.66K +$7.66K +281 New
CA
73
CoreCap Advisors
Michigan
$5.79K – – –
BlackRock
74
BlackRock
New York
$5.62K -$45.3K -1,660 -89%
MCM
75
MAI Capital Management
Ohio
$4.64K – – –
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