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Aptus Defined Risk ETF

54 hedge funds and large institutions have $599M invested in Aptus Defined Risk ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.85%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
5
Increased
10
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$241M -$19.5M -785,484 -7%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.5M -$2.99M -120,215 -4%
SWM
3
Sugarloaf Wealth Management
Georgia
$61M +$1.57M +63,046 +3%
CIA
4
Compass Ion Advisors
Pennsylvania
$50.4M -$5.78M -232,621 -10%
FP
5
Fiduciary Planning
Florida
$37.9M -$2.57M -103,340 -6%
BF
6
Brogan Financial
Tennessee
$34.9M +$467K +18,774 +1%
FHC
7
First Heartland Consultants
Missouri
$22M -$258K -10,385 -1%
WC
8
Waterloo Capital
Texas
$14M -$317K -12,734 -2%
ASN
9
Advisory Services Network
Georgia
$8.54M +$3.23M +130,058 +61%
SOS
10
Silver Oak Securities
Tennessee
$8.22M -$165K -6,628 -2%
TA
11
TrueWealth Advisors
Alabama
$6.15M -$2.73M -109,659 -31%
Jane Street
12
Jane Street
New York
$4.57M +$1.31M +52,837 +40%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$4.46M +$4.46M +179,467 New
OPOWM
14
One Plus One Wealth Management
Florida
$3.87M -$607K -24,414 -14%
MWM
15
MBE Wealth Management
Wisconsin
$2.84M +$745K +29,970 +36%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.44M -$8.19M -332,349 -77%
LIM
17
Leavell Investment Management
Alabama
$2.14M
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.02M -$81.1K -3,262 -4%
LPL Financial
19
LPL Financial
California
$1.79M +$533K +21,427 +42%
JCM
20
Jacobi Capital Management
Pennsylvania
$1.41M -$60K -2,414 -4%
CA
21
Cetera Advisors
Colorado
$1.31M -$178K -7,157 -12%
LNC
22
Lincoln National Corp
Pennsylvania
$1.27M +$1.62K +65 +0.1%
GRP
23
Global Retirement Partners
California
$1.2M +$1.57K +63 +0.1%
AFG
24
Atomi Financial Group
New York
$1.07M -$65.2K -2,624 -6%
MWM
25
Meridian Wealth Management
Kentucky
$784K -$117K -4,726 -13%