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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

38 hedge funds and large institutions have $442M invested in Aptus Defined Risk ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.67%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
13
Increased
17
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$237M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.76M
3
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$10.4M
4
SWM
Sugarloaf Wealth Management
Georgia
$51.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.88M

Top Sellers

1
LPL Financial
LPL Financial
California
$4.19M
2
RJA
Raymond James & Associates
Florida
$364K
3
AF
Advisornet Financial
Minnesota
$0
4
RJT
Raymond James Trust
Florida
$0
5
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
$237M +$41.1M +1,401,679 +21%
SWM
2
Sugarloaf Wealth Management
Georgia
$51.1M +$4.65M +158,402 +10%
PWS
3
Precision Wealth Strategies
Missouri
$39.4M +$39.4M +1,343,328 New
WP
4
WealthPLAN Partners
Nebraska
$21.3M +$1.5M +50,609 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M +$761K +25,940 +8%
EDRIA
6
Edmonds Duncan Registered Investment Advisors
Kansas
$10.4M +$8.29M +278,443 +393%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.1M +$863K +29,433 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.76M +$9.44M +321,651 +2,916%
CA
9
CGN Advisors
Kansas
$4.88M +$4.88M +166,133 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.31M +$479K +16,333 +13%
LPL Financial
11
LPL Financial
California
$4.19M -$1.5M -51,054 -26%
AWM
12
AE Wealth Management
Kansas
$3.89M +$2.16M +73,522 +125%
SS
13
Simplicity Solutions
Minnesota
$3.65M +$2.05M +69,675 +128%
FAM
14
Formidable Asset Management
Ohio
$3.45M +$52.1K +1,775 +2%
SIA
15
SkyView Investment Advisors
New Jersey
$2.9M +$2.9M +98,771 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.88M +$2.88M +98,130 New
AI
17
Atria Investments
North Carolina
$2.69M +$2.69M +91,756 New
MFG
18
Menard Financial Group
Texas
$2.64M -$134K -4,562 -5%
RFN
19
RDA Financial Network
Iowa
$2.45M +$2.45M +83,507 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.31M – – –
CWM
21
Capital Wealth Management
Rhode Island
$1.98M +$357K +12,161 +22%
Jane Street
22
Jane Street
New York
$1.82M +$1.47M +50,121 +428%
CA
23
Cetera Advisors
Colorado
$1.33M +$1.33M +45,446 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.23M +$1.02M +34,905 +504%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$1.12M +$16K +545 +1%
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