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Aptus Defined Risk ETF

83 hedge funds and large institutions have $1.43B invested in Aptus Defined Risk ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$1.02M
OMC
52
Old Mission Capital
Illinois
$803K
MPW
53
Magnolia Private Wealth
Pennsylvania
$696K
BF
54
BOK Financial
Oklahoma
$681K
Betterment LLC
55
Betterment LLC
New York
$570K
JCM
56
Jacobi Capital Management
Pennsylvania
$563K
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$536K
IAA
58
Independent Advisor Alliance
North Carolina
$531K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$425K
Wolverine Trading
60
Wolverine Trading
Illinois
$376K
ARC
61
Advisor Resource Council
Texas
$335K
GIA
62
Gladstone Institutional Advisory
Florida
$332K
VCM
63
Virtue Capital Management
Tennessee
$310K
RFN
64
RDA Financial Network
Iowa
$279K
MWM
65
Meridian Wealth Management
Kentucky
$215K
MSCM
66
McElhenny Sheffield Capital Management
Texas
$213K
GRP
67
Global Retirement Partners
California
$112K
HI
68
Harbour Investments
Wisconsin
$52.1K
WSFS
69
Wilmington Savings Fund Society
Delaware
$51.5K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$43K
Wells Fargo
71
Wells Fargo
California
$40.1K
CAM
72
Creekmur Asset Management
Illinois
$27.1K
PA
73
Parallel Advisors
California
$24.9K
PS
74
Principal Securities
Iowa
$24.4K
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$16K