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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

25 hedge funds and large institutions have $266M invested in Aptus Defined Risk ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+11
Holders Change %
+78.57%
% of All Funds
0.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
15
Increased
7
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WealthPLAN Partners
Nebraska
$20.5M
2
ACA
Aptus Capital Advisors
Alabama
$176M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.55M
4
Jane Street
Jane Street
New York
$3.27M
5
SWM
Sugarloaf Wealth Management
Georgia
$40.4M

Top Sellers

1
SG
StoneX Group
New York
$880K
2
IA
IFP Advisors
Florida
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$176M +$9.29M +307,536 +6%
SWM
2
Sugarloaf Wealth Management
Georgia
$40.4M +$2.72M +90,122 +7%
WP
3
WealthPLAN Partners
Nebraska
$20.5M +$20.5M +666,274 New
FAM
4
Formidable Asset Management
Ohio
$3.57M +$1.02M +33,469 +40%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.55M +$3.55M +117,589 New
WOSD
6
WFA of San Diego
California
$3.29M +$3.29M +119,953 New
Jane Street
7
Jane Street
New York
$3.27M +$3.27M +108,340 New
LPL Financial
8
LPL Financial
California
$2.33M +$2.33M +77,082 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.31M – – –
MFG
10
Menard Financial Group
Texas
$1.74M +$1.74M +57,626 New
AWM
11
AE Wealth Management
Kansas
$1.59M +$1.59M +52,495 New
SS
12
Simplicity Solutions
Minnesota
$1.46M +$1.46M +48,444 New
CWM
13
Capital Wealth Management
Rhode Island
$1.3M +$365K +12,093 +39%
Citadel Advisors
14
Citadel Advisors
Florida
$972K +$972K +32,199 New
SG
15
StoneX Group
New York
$880K -$122K -4,041 -12%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$877K +$877K +29,030 New
PFS
17
Prospera Financial Services
Texas
$519K +$162K +5,363 +45%
AF
18
Advisornet Financial
Minnesota
$489K +$7.6K +252 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$395K +$395K +13,087 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$350K +$350K +11,591 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$244K +$244K +8,075 New
CFGS
22
Concourse Financial Group Securities
Alabama
$160K +$150K +4,970 +1,488%
Morgan Stanley
23
Morgan Stanley
New York
$47K +$47K +1,568 New
Wells Fargo
24
Wells Fargo
California
$8K – – –
UBS Group
25
UBS Group
Switzerland
$3K +$3K +101 New
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