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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

47 hedge funds and large institutions have $582M invested in Aptus Defined Risk ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
7
Increased
26
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FP
1
Fiduciary Planning
Florida
$52.6M
2
ACA
2
Aptus Capital Advisors
Alabama
$268M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$76.7M
4
CA
4
Cetera Advisors
Colorado
$5.6M
5
FAM
5
Formidable Asset Management
Ohio
$2.3M

Top Sellers

1
SIA
1
SkyView Investment Advisors
New Jersey
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
SCM
3
Southport Capital Management
Tennessee
$1.71M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$268M +$10.8M +377,079 +4%
SWM
2
Sugarloaf Wealth Management
Georgia
$76.7M +$7.18M +250,651 +10%
FP
3
Fiduciary Planning
Florida
$52.6M +$29.4M +1,026,156 +126%
MWM
4
MBE Wealth Management
Wisconsin
$25.5M +$1.15M +40,130 +5%
PWS
5
Precision Wealth Strategies
Missouri
$25.4M +$1.43M +49,900 +6%
WP
6
WealthPLAN Partners
Nebraska
$23.3M +$1.53M +52,572 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.8M +$1.66M +58,129 +14%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$12.9M +$1.43M +50,052 +12%
HighTower Advisors
9
HighTower Advisors
Illinois
$12.7M +$1.03M +35,849 +9%
ODFS
10
O'Donnell Financial Services
California
$9.77M +$9.77M +341,394 New
CA
11
CGN Advisors
Kansas
$6.07M +$479K +16,742 +9%
OPOWM
12
One Plus One Wealth Management
Florida
$5.72M +$395K +13,803 +7%
CA
13
Cetera Advisors
Colorado
$5.6M +$2.09M +73,016 +60%
AWM
14
AE Wealth Management
Kansas
$4.52M -$168K -5,864 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.36M -$192K -6,702 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.18M +$2.12K +73 +0.1%
JCM
17
Jacobi Capital Management
Pennsylvania
$3.18M +$644K +22,478 +25%
RFN
18
RDA Financial Network
Iowa
$2.93M -$16.4K -572 -0.6%
FAM
19
Formidable Asset Management
Ohio
$2.3M +$1.91M +66,605 +488%
LPL Financial
20
LPL Financial
California
$2.1M -$135K -4,700 -6%
WEPOG
21
Wealth Enhancement & Preservation of GA
Georgia
$1.98M +$108K +3,771 +6%
OMC
22
Old Mission Capital
Illinois
$1.86M +$1.15M +40,324 +164%
SCM
23
Southport Capital Management
Tennessee
$1.71M -$657K -22,964 -28%
ECA
24
Elevated Capital Advisors
Utah
$1.66M +$1.66M +57,836 New
RJA
25
Raymond James & Associates
Florida
$1.55M +$136K +4,747 +10%
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