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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

66 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, 28 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.12%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
15
Increased
20
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
1
Guardian Wealth Advisors (North Carolina)
North Carolina
$110M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$69.8M
3
DAM
3
Derbend Asset Management
Georgia
$11.8M
4
FP
4
Fiduciary Planning
Florida
$62.4M
5
SOS
5
Silver Oak Securities
Tennessee
$8.82M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$1.06M
2
ODFS
2
O'Donnell Financial Services
California
$0
3
ACA
3
Aptus Capital Advisors
Alabama
$266M
4
SI
4
Stephens Inc
Arkansas
$0
5
CA
5
CGN Advisors
Kansas
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$266M -$10.1M -385,281 -4%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$110M +$82.1M +3,124,464 +300%
SWM
3
Sugarloaf Wealth Management
Georgia
$79.7M -$1.65M -62,895 -2%
CIA
4
Compass Ion Advisors
Pennsylvania
$69.8M +$69.8M +2,654,175 New
FP
5
Fiduciary Planning
Florida
$62.4M +$6.89M +262,054 +12%
FHC
6
First Heartland Consultants
Missouri
$25.3M -$998K -37,948 -4%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$20.8M +$1.4M +53,137 +7%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$14.9M -$921K -35,030 -6%
DAM
9
Derbend Asset Management
Georgia
$11.8M +$11.8M +450,233 New
SOS
10
Silver Oak Securities
Tennessee
$8.82M +$5.32M +198,849 +152%
CAC
11
Certified Advisory Corp
Florida
$8.38M +$787K +29,932 +10%
Jane Street
12
Jane Street
New York
$6.28M +$4.86M +184,936 +343%
OMC
13
Old Mission Capital
Illinois
$3.94M +$3.2M +121,888 +438%
OPOWM
14
One Plus One Wealth Management
Florida
$3.57M -$1.45M -55,236 -29%
ASN
15
Advisory Services Network
Georgia
$2.98M -$76.2K -2,896 -2%
AWM
16
AE Wealth Management
Kansas
$2.85M -$1.34M -50,876 -32%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.48M -$746K -28,237 -23%
CA
18
Cetera Advisors
Colorado
$2.41M -$1.08M -41,090 -31%
MWM
19
MBE Wealth Management
Wisconsin
$2.25M -$287K -10,917 -11%
JCM
20
Jacobi Capital Management
Pennsylvania
$2.18M -$250K -9,496 -10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.17M +$1.83M +69,610 +540%
SPC
22
Sigma Planning Corp
Michigan
$2.15M +$227K +8,623 +12%
LIM
23
Leavell Investment Management
Alabama
$2.13M +$2.13M +81,000 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.04M -$236K -8,983 -10%
MWM
25
Meridian Wealth Management
Kentucky
$2.03M +$2.03M +77,283 New
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