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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

56 hedge funds and large institutions have $690M invested in Aptus Defined Risk ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.97%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
7
Increased
23
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$277M
2
QA
2
Quantitative Advantage
Minnesota
$4.12M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$69.4M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$78.3M
5
BCM
5
Bienville Capital Management
New York
$2.6M

Top Sellers

1
CAC
1
Certified Advisory Corp
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15M
4
SOS
4
Silver Oak Securities
Tennessee
$3.34M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$277M 10,908,693 +806,664 +8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$102M 4,026,670 -140,955 -3%
SWM
3
Sugarloaf Wealth Management
Georgia
$78.3M 3,082,449 +52,750 +2%
CIA
4
Compass Ion Advisors
Pennsylvania
$69.4M 2,731,622 +77,447 +3%
FP
5
Fiduciary Planning
Florida
$61.1M 2,405,980 +31,107 +1%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15M 589,871 -199,896 -25%
EDRIA
7
Edmonds Duncan Registered Investment Advisors
Kansas
$14.9M 587,164 +21,634 +4%
DAM
8
Derbend Asset Management
Georgia
$11.6M 456,721 +6,488 +1%
SAG
9
Spotlight Asset Group
Illinois
$4.91M 195,698 +195,698 New
QA
10
Quantitative Advantage
Minnesota
$4.12M 162,323 +162,323 New
OPOWM
11
One Plus One Wealth Management
Florida
$3.99M 157,152 +21,371 +16%
SOS
12
Silver Oak Securities
Tennessee
$3.34M 143,324 -186,322 -57%
ASN
13
Advisory Services Network
Georgia
$2.83M 111,381 -1,909 -2%
BCM
14
Bienville Capital Management
New York
$2.6M 102,446 +42,646 +71%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.38M 93,720 +16,292 +21%
LIM
16
Leavell Investment Management
Alabama
$2.18M 86,000 +5,000 +6%
AWM
17
AE Wealth Management
Kansas
$2.15M 84,528 -23,876 -22%
JCM
18
Jacobi Capital Management
Pennsylvania
$2.09M 82,335 -691 -0.8%
CA
19
Cetera Advisors
Colorado
$2.01M 79,232 -12,376 -14%
MWM
20
MBE Wealth Management
Wisconsin
$1.8M 70,698 -14,964 -17%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.62M 63,606 -30,106 -32%
GRP
22
Global Retirement Partners
California
$1.58M 62,847 +13,186 +27%
MA
23
Momentum Advisors
New York
$1.55M 60,881 +4,000 +7%
BAM
24
Belpointe Asset Management
Nevada
$1.54M 60,658 -10,111 -14%
ECA
25
Elevated Capital Advisors
Utah
$1.48M 58,105 +58,105 New
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