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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

45 hedge funds and large institutions have $442M invested in Aptus Defined Risk ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
0.79%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
14
Increased
20
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
MBE Wealth Management
Wisconsin
$21.8M
2
ACA
Aptus Capital Advisors
Alabama
$255M
3
PPW
Pasadena Private Wealth
California
$7.18M
4
AWM
AE Wealth Management
Kansas
$5.99M
5
SCM
Southport Capital Management
Tennessee
$2.32M

Top Sellers

1
SWM
Sugarloaf Wealth Management
Georgia
$66.6K
2
PWS
Precision Wealth Strategies
Missouri
$30.2M
3
SS
Simplicity Solutions
Minnesota
$0
4
AI
Atria Investments
North Carolina
$0
5
Jane Street
Jane Street
New York
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$255M +$18M +613,697 +8%
PWS
2
Precision Wealth Strategies
Missouri
$30.2M -$9.12M -311,395 -23%
WP
3
WealthPLAN Partners
Nebraska
$22.3M +$1.06M +35,988 +5%
MWM
4
MBE Wealth Management
Wisconsin
$21.8M +$21.6M +735,614 +9,483%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.2M +$1.5M +51,110 +14%
HighTower Advisors
6
HighTower Advisors
Illinois
$11.6M +$1.47M +50,136 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.3M +$1.57M +53,462 +16%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$10.6M +$382K +13,029 +4%
PPW
9
Pasadena Private Wealth
California
$7.18M +$7.18M +244,955 New
AWM
10
AE Wealth Management
Kansas
$5.99M +$2.11M +71,970 +54%
CA
11
CGN Advisors
Kansas
$5.59M +$723K +24,689 +15%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.67M +$374K +12,761 +9%
OPOWM
13
One Plus One Wealth Management
Florida
$4.67M +$4.67M +159,445 New
LPL Financial
14
LPL Financial
California
$3.34M -$839K -28,640 -20%
FAM
15
Formidable Asset Management
Ohio
$3.34M -$104K -3,568 -3%
MFG
16
Menard Financial Group
Texas
$3.17M +$532K +18,166 +20%
SIA
17
SkyView Investment Advisors
New Jersey
$3.07M +$178K +6,063 +6%
RFN
18
RDA Financial Network
Iowa
$3.02M +$571K +19,477 +23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.99M +$111K +3,783 +4%
CA
20
Cetera Advisors
Colorado
$2.45M +$1.11M +38,032 +84%
CWM
21
Capital Wealth Management
Rhode Island
$2.36M +$375K +12,794 +19%
SCM
22
Southport Capital Management
Tennessee
$2.32M +$2.02M +68,996 +679%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.31M – – –
ECA
24
Elevated Capital Advisors
Utah
$1.3M +$1.3M +44,152 New
OMC
25
Old Mission Capital
Illinois
$1.3M +$1.3M +44,343 New
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