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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

59 hedge funds and large institutions have $610M invested in Aptus Defined Risk ETF in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+12
Holders Change %
+25.53%
% of All Funds
0.91%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
19
Increased
22
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$82.3M
2
FP
2
Fiduciary Planning
Florida
$57.2M
3
EDRIA
3
Edmonds Duncan Registered Investment Advisors
Kansas
$16.4M
4
ODFS
4
O'Donnell Financial Services
California
$13.2M
5
ACA
5
Aptus Capital Advisors
Alabama
$274M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$622K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
MWM
3
MBE Wealth Management
Wisconsin
$14.5M
4
RFN
4
RDA Financial Network
Iowa
$0
5
OPOWM
5
One Plus One Wealth Management
Florida
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$274M +$3.4M +117,919 +1%
SWM
2
Sugarloaf Wealth Management
Georgia
$82.3M +$5.02M +174,093 +6%
FP
3
Fiduciary Planning
Florida
$57.2M +$4.13M +143,116 +8%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.1M +$30.1M +1,044,643 New
PWS
5
Precision Wealth Strategies
Missouri
$24.8M -$743K -25,738 -3%
WP
6
WealthPLAN Partners
Nebraska
$23.4M +$583K +20,543 +3%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$16.4M +$3.52M +123,389 +27%
MWM
8
MBE Wealth Management
Wisconsin
$14.5M -$11.1M -386,129 -43%
ODFS
9
O'Donnell Financial Services
California
$13.2M +$3.5M +123,476 +36%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$8.93M +$8.93M +309,650 New
CA
11
CGN Advisors
Kansas
$6.79M +$672K +23,284 +11%
AWM
12
AE Wealth Management
Kansas
$4.76M +$202K +6,992 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.65M +$247K +8,560 +6%
CA
14
Cetera Advisors
Colorado
$4.57M -$1.08M -37,292 -19%
OPOWM
15
One Plus One Wealth Management
Florida
$3.84M -$1.92M -66,688 -33%
JCM
16
Jacobi Capital Management
Pennsylvania
$3.29M +$80.6K +2,795 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.24M -$909K -31,492 -22%
LPL Financial
18
LPL Financial
California
$2.41M +$285K +9,878 +13%
OMC
19
Old Mission Capital
Illinois
$2.29M +$419K +14,526 +22%
WEPOG
20
Wealth Enhancement & Preservation of GA
Georgia
$2.27M +$275K +9,544 +14%
ASN
21
Advisory Services Network
Georgia
$2.15M +$2.15M +74,403 New
FAM
22
Formidable Asset Management
Ohio
$2.13M -$187K -6,467 -8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.09M +$553K +19,160 +36%
SCM
24
Southport Capital Management
Tennessee
$1.8M +$77.7K +2,693 +5%
Jane Street
25
Jane Street
New York
$1.78M +$1.5M +52,007 +537%
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