Aptus Defined Risk ETF
DRSK
67 hedge funds and large institutions have $743M invested in Aptus Defined Risk ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
13.06% more ownership
Funds ownership: 75.85% → 88.91% (+13%)
10% more capital invested
Capital invested by funds: $673M → $743M (+$70.3M)
6% more funds holding
Funds holding: 63 → 67 (+4)
31% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$84.2M |
| 2 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$71.5M |
| 3 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
+$12.1M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$7.06M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$5.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$18.2M |
| 2 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$12.6M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$10.4M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$9.03M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$6.75M |
DRSK Hedge Fund Activity: Q2 2022 in Review
67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q2 2022, worth a combined $743M — up 10% from $673M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DRSK positions and 7 closed out — a net gain of 8 holders — while 20 added to existing stakes and 29 trimmed.
The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $84.2M. The largest seller was Precision Wealth Strategies, cutting an estimated $18.2M.
- 67 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q2 2022, up from 63 in Q1 2022.
- Funds reported $743M of Aptus Defined Risk ETF stock for Q2 2022, up 10% quarter-over-quarter.
- 15 funds opened new Aptus Defined Risk ETF positions in Q2 2022 and 7 closed out, a net change of +8 holders.
- The largest Aptus Defined Risk ETF buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $84.2M added.
- The largest Aptus Defined Risk ETF seller in Q2 2022 was Precision Wealth Strategies, an estimated $18.2M sold.
Based on aggregated 13F filings for Q2 2022.