Aptus Defined Risk ETF
DRSK
DRSK
11 hedge funds and large institutions have $164M invested in Aptus Defined Risk ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $132M | +$13.9M | +510,135 | +12% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $24.8M | +$24.8M | +909,301 | New |
|
|
FAM
3
Formidable Asset Management
Cincinnati,
Ohio
| $3.29M | +$946K | +34,486 | +40% |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.31M | – | – | – |
|
|
CWM
5
Capital Wealth Management
W. Warwick,
Rhode Island
| $782K | -$13.8K | -507 | -2% |
|
|
SG
6
StoneX Group
New York
| $256K | +$50K | +1,802 | +24% |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $95K | -$4.11K | -150 | -4% |
|
8
Wells Fargo
San Francisco,
California
| $20K | +$20K | +723 | New |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $9K | -$49.7K | -1,845 | -85% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $1K | +$1K | +32 | New |
|
12
Jane Street
New York
| – | -$714K | -26,077 | Closed |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$41K | -1,500 | Closed |
|