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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

47 hedge funds and large institutions have $532M invested in Aptus Defined Risk ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
8
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$72M
2
FP
2
Fiduciary Planning
Florida
$24M
3
ACA
3
Aptus Capital Advisors
Alabama
$266M
4
MWM
4
MBE Wealth Management
Wisconsin
$25.2M
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$1.93M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.26M
2
PPW
2
Pasadena Private Wealth
California
$300K
3
PWS
3
Precision Wealth Strategies
Missouri
$24.8M
4
FAM
4
Formidable Asset Management
Ohio
$406K
5
MFG
5
Menard Financial Group
Texas
$223K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$266M +$8.55M +288,879 +3%
SWM
2
Sugarloaf Wealth Management
Georgia
$72M +$72M +2,427,966 +2,427,966%
MWM
3
MBE Wealth Management
Wisconsin
$25.2M +$3.14M +106,004 +14%
PWS
4
Precision Wealth Strategies
Missouri
$24.8M -$5.78M -195,108 -19%
FP
5
Fiduciary Planning
Florida
$24M +$24M +811,879 New
WP
6
WealthPLAN Partners
Nebraska
$22.3M -$125K -4,212 -0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.5M +$162K +5,482 +1%
HighTower Advisors
8
HighTower Advisors
Illinois
$12M +$314K +10,604 +3%
EDRIA
9
Edmonds Duncan Registered Investment Advisors
Kansas
$11.9M +$1.14M +38,613 +11%
CA
10
CGN Advisors
Kansas
$5.78M +$129K +4,359 +2%
OPOWM
11
One Plus One Wealth Management
Florida
$5.5M +$783K +26,452 +17%
AWM
12
AE Wealth Management
Kansas
$4.85M -$1.21M -40,784 -20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.71M -$9.06K -306 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.26M -$7.19M -242,408 -63%
CA
15
Cetera Advisors
Colorado
$3.63M +$1.16M +39,090 +47%
SIA
16
SkyView Investment Advisors
New Jersey
$3.07M – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.07M +$48.7K +1,644 +2%
RFN
18
RDA Financial Network
Iowa
$3.05M +$2.37K +80 +0.1%
JCM
19
Jacobi Capital Management
Pennsylvania
$2.63M +$1.39M +46,775 +111%
SCM
20
Southport Capital Management
Tennessee
$2.44M +$101K +3,404 +4%
LPL Financial
21
LPL Financial
California
$2.32M -$1.06M -35,826 -31%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2.31M – – –
WEPOG
23
Wealth Enhancement & Preservation of GA
Georgia
$1.93M +$1.93M +65,241 New
RJA
24
Raymond James & Associates
Florida
$1.46M +$782K +26,405 +115%
LNC
25
Lincoln National Corp
Pennsylvania
$1.38M +$187K +6,315 +16%
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