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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

62 hedge funds and large institutions have $673M invested in Aptus Defined Risk ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.98%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
12
Increased
25
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$293M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$20.6M
3
CAC
3
Certified Advisory Corp
Florida
$8.08M
4
SI
4
Stephens Inc
Arkansas
$9.03M
5
SWM
5
Sugarloaf Wealth Management
Georgia
$86.6M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$9.26M
2
MWM
2
MBE Wealth Management
Wisconsin
$2.7M
3
PWS
3
Precision Wealth Strategies
Missouri
$20.1M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$724K
5
OMC
5
Old Mission Capital
Illinois
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$293M +$28.1M +1,005,707 +11%
SWM
2
Sugarloaf Wealth Management
Georgia
$86.6M +$6.71M +239,784 +8%
FP
3
Fiduciary Planning
Florida
$59.1M +$3.68M +131,668 +7%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.2M -$41.5K -1,482 -0.1%
FHC
5
First Heartland Consultants
Missouri
$28M +$1.24M +44,462 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$20.6M +$11.9M +426,980 +138%
PWS
7
Precision Wealth Strategies
Missouri
$20.1M -$4.02M -143,865 -17%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$16.8M +$730K +26,102 +5%
ODFS
9
O'Donnell Financial Services
California
$12.6M -$357K -12,776 -3%
WP
10
WealthPLAN Partners
Nebraska
$9.26M -$13M -482,310 -58%
WIM
11
WealthPlan Investment Management
Nebraska
$9.26M +$9.26M +342,825 New
SI
12
Stephens Inc
Arkansas
$9.03M +$8.03M +286,915 +799%
CAC
13
Certified Advisory Corp
Florida
$8.08M +$8.08M +288,857 New
CA
14
CGN Advisors
Kansas
$7.71M +$1.13M +40,501 +17%
OPOWM
15
One Plus One Wealth Management
Florida
$5.34M +$1.62M +58,005 +44%
AWM
16
AE Wealth Management
Kansas
$4.46M -$155K -5,533 -3%
CA
17
Cetera Advisors
Colorado
$3.71M -$716K -25,594 -16%
SOS
18
Silver Oak Securities
Tennessee
$3.61M +$3.61M +130,797 New
ASN
19
Advisory Services Network
Georgia
$3.25M +$1.17M +41,783 +56%
MWM
20
MBE Wealth Management
Wisconsin
$2.7M -$11.4M -406,797 -81%
WEPOG
21
Wealth Enhancement & Preservation of GA
Georgia
$2.69M +$491K +17,564 +22%
JCM
22
Jacobi Capital Management
Pennsylvania
$2.59M -$601K -21,488 -19%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.42M +$392K +14,010 +19%
LPL Financial
24
LPL Financial
California
$2.13M -$204K -7,312 -9%
SPC
25
Sigma Planning Corp
Michigan
$2.05M +$2.05M +73,302 New
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