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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

14 hedge funds and large institutions have $211M invested in Aptus Defined Risk ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
4
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$18.8M
2
SWM
Sugarloaf Wealth Management
Georgia
+$9.52M
3
SG
StoneX Group
New York
+$673K
4
AF
Advisornet Financial
Minnesota
+$351K
5
PFS
Prospera Financial Services
Texas
+$332K

Top Sellers

1
FAM
Formidable Asset Management
Ohio
-$1.01M
2
Wells Fargo
Wells Fargo
California
-$12.8K
3
UBS Group
UBS Group
Switzerland
-$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$155M +$18.8M +670,316 +14%
SWM
2
Sugarloaf Wealth Management
Georgia
$35.1M +$9.52M +338,934 +37%
WC
3
Waterloo Capital
Texas
$13.9M +$13.9M +495,578 New
FAM
4
Formidable Asset Management
Ohio
$2.36M -$1.01M -35,826 -30%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.31M – – –
SG
6
StoneX Group
New York
$932K +$673K +23,968 +260%
CWM
7
Capital Wealth Management
Rhode Island
$873K +$67.5K +2,401 +8%
AF
8
Advisornet Financial
Minnesota
$448K +$351K +12,485 +360%
PFS
9
Prospera Financial Services
Texas
$332K +$332K +11,822 New
IA
10
IFP Advisors
Florida
$23K +$19.1K +677 +487%
CFGS
11
Concourse Financial Group Securities
Alabama
$9K – – –
Wells Fargo
12
Wells Fargo
California
$7K -$12.8K -468 -65%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2K +$2K +62 New
UBS Group
14
UBS Group
Switzerland
– -$1K -32 Closed