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Aptus Defined Risk ETF

94 hedge funds and large institutions have $1.6B invested in Aptus Defined Risk ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$51.7M
2 -$18.2M
3 -$13.8M
4
Jane Street
Jane Street
New York
-$8.27M
5
CG
Clarus Group
Texas
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$2.01M
TVM
52
True Vision MN
Minnesota
$1.82M
KAS
53
Kestra Advisory Services
Texas
$1.61M
WS
54
Wilian Securities
Minnesota
$1.44M
Osaic Holdings
55
Osaic Holdings
Arizona
$1.29M
MWM
56
Meridian Wealth Management
Kentucky
$1.22M
SAM
57
Synergy Asset Management
Washington
$1.16M
Betterment LLC
58
Betterment LLC
New York
$756K
Jane Street
59
Jane Street
New York
$709K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$633K
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$620K
VH
62
Visionary Horizons
Tennessee
$569K
JCM
63
Jacobi Capital Management
Pennsylvania
$534K
SP
64
SmartHarvest Portfolios
Washington
$466K
PA
65
Parallel Advisors
California
$447K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$438K
SRS
67
Strong Retirement Solutions
Washington
$401K
GIA
68
Gladstone Institutional Advisory
Florida
$319K
RFN
69
RDA Financial Network
Iowa
$306K
MPW
70
Magnolia Private Wealth
Pennsylvania
$302K
VCM
71
Virtue Capital Management
Tennessee
$299K
LCM
72
Lunt Capital Management
Utah
$269K
Citadel Advisors
73
Citadel Advisors
Florida
$259K
MSCM
74
McElhenny Sheffield Capital Management
Texas
$211K
KCM
75
Kathmere Capital Management
Pennsylvania
$201K