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Aptus Defined Risk ETF

67 hedge funds and large institutions have $615M invested in Aptus Defined Risk ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.08%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
17
Increased
12
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$218M -$61M -2,381,595 -22%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$80.7M -$22.4M -873,130 -22%
CIA
3
Compass Ion Advisors
Pennsylvania
$63.7M -$6.27M -244,850 -9%
SWM
4
Sugarloaf Wealth Management
Georgia
$56.1M -$22.8M -889,297 -29%
FP
5
Fiduciary Planning
Florida
$39.5M -$22.1M -862,478 -36%
BF
6
Brogan Financial
Tennessee
$35.4M +$35.4M +1,381,078 New
FHC
7
First Heartland Consultants
Missouri
$22.8M -$1.98M -77,240 -8%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$14.1M -$1.01M -39,360 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.3M +$8.68M +339,122 +533%
DAM
10
Derbend Asset Management
Georgia
$10.1M -$1.59M -62,159 -14%
SOS
11
Silver Oak Securities
Tennessee
$8.13M +$4.47M +174,427 +122%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.32M +$5.38M +210,305 +575%
OPOWM
13
One Plus One Wealth Management
Florida
$4.47M +$443K +17,316 +11%
QA
14
Quantitative Advantage
Minnesota
$4.42M +$262K +10,250 +6%
Jane Street
15
Jane Street
New York
$2.61M +$2.61M +102,036 New
OMC
16
Old Mission Capital
Illinois
$2.54M +$2.54M +99,284 New
ASN
17
Advisory Services Network
Georgia
$2.22M -$627K -24,475 -22%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.21M -$191K -7,475 -8%
LIM
19
Leavell Investment Management
Alabama
$2.2M
AWM
20
AE Wealth Management
Kansas
$1.96M -$201K -7,835 -9%
MWM
21
MBE Wealth Management
Wisconsin
$1.84M +$33.6K +1,314 +2%
MA
22
Momentum Advisors
New York
$1.72M +$164K +6,420 +11%
CA
23
Cetera Advisors
Colorado
$1.71M -$316K -12,325 -16%
JCM
24
Jacobi Capital Management
Pennsylvania
$1.66M -$451K -17,616 -21%
ECA
25
Elevated Capital Advisors
Utah
$1.35M -$141K -5,510 -9%