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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
CCM
76
Chilton Capital Management
Texas
$72.1K
WSFS
77
Wilmington Savings Fund Society
Delaware
$48.9K
WT
78
Whittier Trust
California
$42.7K -$36K -1,283 -45%
JP Morgan Chase
79
JP Morgan Chase
New York
$35.5K -$29.2K -1,041 -44%
CIAS
80
Capital Investment Advisory Services
North Carolina
$26.1K +$26.8K +954 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$12.9K +$13.3K +473 New
Morgan Stanley
82
Morgan Stanley
New York
$11.9K -$15.8K -562 -56%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$11.5K
CA
84
CoreCap Advisors
Michigan
$5.8K
GWSA
85
Global Wealth Strategies & Associates
Colorado
$2.49K -$1.09K -39 -30%
NA
86
NewEdge Advisors
Louisiana
$1.72K +$1.77K +63 New
AssetMark Inc
87
AssetMark Inc
California
$629
UBS Group
88
UBS Group
Switzerland
$301 -$42.9K -1,530 -99%
Wells Fargo
89
Wells Fargo
California
$20
BIG
90
Brookwood Investment Group
Arizona
-$11M -386,913 Closed
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
-$4.74M -166,365 Closed
TVM
92
True Vision MN
Minnesota
-$1.82M -63,789 Closed
WS
93
Wilian Securities
Minnesota
-$1.44M -50,449 Closed
SAM
94
Synergy Asset Management
Washington
-$1.16M -40,771 Closed
Jane Street
95
Jane Street
New York
-$709K -24,910 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
-$438K -15,374 Closed
GIA
97
Gladstone Institutional Advisory
Florida
-$319K -11,215 Closed
MPW
98
Magnolia Private Wealth
Pennsylvania
-$302K -10,620 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$259K -9,095 Closed
KCM
100
Kathmere Capital Management
Pennsylvania
-$201K -7,074 Closed