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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

29 hedge funds and large institutions have $327M invested in Aptus Defined Risk ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$206M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$9.74M
4
SWM
Sugarloaf Wealth Management
Georgia
$49M
5
LPL Financial
LPL Financial
California
$5.97M

Top Sellers

1
WOSD
WFA of San Diego
California
$0
2
Jane Street
Jane Street
New York
$361K
3
Citadel Advisors
Citadel Advisors
Florida
$214K
4
PFS
Prospera Financial Services
Texas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$206M +$26.1M +847,665 +15%
SWM
2
Sugarloaf Wealth Management
Georgia
$49M +$7.56M +244,335 +18%
WP
3
WealthPLAN Partners
Nebraska
$20.6M +$103K +3,361 +0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.5M +$10.1M +328,515 +2,834%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.74M +$9.74M +316,165 New
LPL Financial
6
LPL Financial
California
$5.97M +$3.59M +116,627 +151%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.02M +$393K +12,764 +11%
FAM
8
Formidable Asset Management
Ohio
$3.57M -$54.4K -1,766 -2%
MFG
9
Menard Financial Group
Texas
$2.92M +$1.14M +36,943 +64%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.31M – – –
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$2.19M +$2.19M +70,932 New
AWM
12
AE Wealth Management
Kansas
$1.82M +$200K +6,482 +12%
CWM
13
Capital Wealth Management
Rhode Island
$1.71M +$378K +12,267 +28%
SS
14
Simplicity Solutions
Minnesota
$1.68M +$187K +6,062 +13%
RJA
15
Raymond James & Associates
Florida
$1.18M +$1.18M +38,284 New
SG
16
StoneX Group
New York
$884K -$13.9K -452 -2%
AF
17
Advisornet Financial
Minnesota
$550K +$51.2K +1,663 +10%
DAS
18
Dynamic Advisor Solutions
Arizona
$474K +$474K +15,392 New
IA
19
IFP Advisors
Florida
$430K +$430K +13,904 New
Jane Street
20
Jane Street
New York
$361K -$2.98M -96,628 -89%
Osaic Holdings
21
Osaic Holdings
Arizona
$340K -$63.4K -2,058 -16%
RJT
22
Raymond James Trust
Florida
$240K +$240K +7,781 New
Citadel Advisors
23
Citadel Advisors
Florida
$214K -$780K -25,270 -78%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$204K +$204K +6,630 New
CFGS
25
Concourse Financial Group Securities
Alabama
$164K +$555 +18 +0.3%
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