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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

61 hedge funds and large institutions have $703M invested in Aptus Defined Risk ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
0.98%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
12
Increased
20
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$273M
2
ARC
Advisor Resource Council
Texas
$18.9M
3
TA
TrueWealth Advisors
Alabama
$9.27M
4
SWM
Sugarloaf Wealth Management
Georgia
$62.1M
5
ASN
Advisory Services Network
Georgia
$5.54M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$128K
2
CIA
Compass Ion Advisors
Pennsylvania
$58.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.3M
4
OMC
Old Mission Capital
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$273M +$51.2M +1,971,571 +23%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.1M +$1.19M +45,643 +1%
SWM
3
Sugarloaf Wealth Management
Georgia
$62.1M +$5.12M +197,202 +9%
CIA
4
Compass Ion Advisors
Pennsylvania
$58.7M -$5.84M -224,920 -9%
FP
5
Fiduciary Planning
Florida
$42.2M +$2.16M +83,002 +5%
BF
6
Brogan Financial
Tennessee
$35.9M +$71.8K +2,764 +0.2%
FHC
7
First Heartland Consultants
Missouri
$23.3M +$152K +5,863 +0.7%
ARC
8
Advisor Resource Council
Texas
$18.9M +$17.9M +686,833 +1,663%
WC
9
Waterloo Capital
Texas
$15M +$15M +576,818 New
Osaic Holdings
10
Osaic Holdings
Arizona
$11.2M +$740K +28,476 +7%
DAM
11
Derbend Asset Management
Georgia
$10.1M -$115K -4,445 -1%
TA
12
TrueWealth Advisors
Alabama
$9.27M +$9.27M +356,875 New
SOS
13
Silver Oak Securities
Tennessee
$8.76M +$509K +19,607 +6%
ASN
14
Advisory Services Network
Georgia
$5.54M +$3.29M +126,525 +146%
SAG
15
Spotlight Asset Group
Illinois
$4.91M +$4.91M +195,698 New
OPOWM
16
One Plus One Wealth Management
Florida
$4.68M +$145K +5,588 +3%
QA
17
Quantitative Advantage
Minnesota
$4.61M +$126K +4,849 +3%
Jane Street
18
Jane Street
New York
$3.4M +$751K +28,914 +28%
LIM
19
Leavell Investment Management
Alabama
$2.23M – – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.19M -$48.4K -1,864 -2%
MWM
21
MBE Wealth Management
Wisconsin
$2.19M +$316K +12,183 +17%
CA
22
Cetera Advisors
Colorado
$1.55M -$187K -7,193 -11%
JCM
23
Jacobi Capital Management
Pennsylvania
$1.54M -$141K -5,416 -8%
ECA
24
Elevated Capital Advisors
Utah
$1.4M +$38.7K +1,489 +3%
LNC
25
Lincoln National Corp
Pennsylvania
$1.33M +$961 +37 +0.1%
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