Aptus Defined Risk ETF
DRSK
60 hedge funds and large institutions have $611M invested in Aptus Defined Risk ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
25% more funds holding
Funds holding: 48 → 60 (+12)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
3.77% more ownership
Funds ownership: 71.32% → 75.09% (+3.8%)
5% more capital invested
Capital invested by funds: $582M → $611M (+$28.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$27.9M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$5.07M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$4.17M |
| 4 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$3.6M |
| 5 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$12.7M |
| 3 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$11.2M |
| 4 |
RFN
RDA Financial Network
Akron,
Iowa
|
-$2.93M |
| 5 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$1.94M |
DRSK Hedge Fund Activity: Q4 2021 in Review
60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q4 2021, worth a combined $611M — up 4.9% from $582M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DRSK positions and 5 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $27.9M. The largest seller was Envestnet Asset Management, cutting an estimated $13.4M.
- 60 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $611M of Aptus Defined Risk ETF stock for Q4 2021, up 4.9% quarter-over-quarter.
- 19 funds opened new Aptus Defined Risk ETF positions in Q4 2021 and 5 closed out, a net change of +14 holders.
- The largest Aptus Defined Risk ETF buyer in Q4 2021 was First Heartland Consultants, an estimated $27.9M added.
- The largest Aptus Defined Risk ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2021.