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Aptus Defined Risk ETF

89 hedge funds and large institutions have $1.69B invested in Aptus Defined Risk ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

7.27% more ownership

Funds ownership: 111.05%118.32% (+7.3%)

5% more capital invested

Capital invested by funds: $1.6B → $1.69B (+$87M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

6% less funds holding

Funds holding: 9589 (-6)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.1%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.32%
New
12
Increased
47
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$2.23M +$696K +24,808 +44%
CW
52
CreativeOne Wealth
Kansas
$1.94M +$9.23K +329 +0.5%
SAI
53
Savvy Advisors Inc
New York
$1.81M -$2.99M -106,389 -62%
MWM
54
Meridian Wealth Management
Kentucky
$1.71M +$556K +19,799 +46%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.28M +$33.9K +1,207 +3%
Betterment LLC
56
Betterment LLC
New York
$810K +$86.8K +3,091 +12%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$720K +$115K +4,091 +18%
VH
58
Visionary Horizons
Tennessee
$617K +$72.8K +2,593 +13%
JCM
59
Jacobi Capital Management
Pennsylvania
$527K +$14.9K +530 +3%
SP
60
SmartHarvest Portfolios
Washington
$448K
TC
61
Town Capital
Maryland
$441K -$487K -17,351 -52%
PA
62
Parallel Advisors
California
$417K -$12.4K -441 -3%
SRS
63
Strong Retirement Solutions
Washington
$378K -$7.44K -265 -2%
RFN
64
RDA Financial Network
Iowa
$351K +$59.5K +2,120 +20%
HF
65
HRT Financial
New York
$302K +$311K +11,069 New
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$291K -$312K -11,134 -51%
RA
67
RFG Advisory
Alabama
$283K +$291K +10,365 New
VCM
68
Virtue Capital Management
Tennessee
$262K -$24.3K -865 -8%
LCM
69
Lunt Capital Management
Utah
$259K
MSCM
70
McElhenny Sheffield Capital Management
Texas
$202K
OHWP
71
Oak Harbor Wealth Partners
North Carolina
$167K +$171K +6,097 New
HI
72
Harbour Investments
Wisconsin
$137K +$87.7K +3,123 +165%
FFA
73
Farther Finance Advisors
California
$137K +$141K +5,011 New
PGAM
74
Princeton Global Asset Management
New Jersey
$105K -$8.17K -291 -7%
PTC
75
Private Trust Company
Ohio
$102K