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Aptus Defined Risk ETF

45 hedge funds and large institutions have $409M invested in Aptus Defined Risk ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
3
Increased
8
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$153M -$73.7M -3,162,281 -33%
SWM
2
Sugarloaf Wealth Management
Georgia
$52.3M -$4.84M -207,743 -8%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.5M -$20.3M -871,460 -28%
BF
4
Brogan Financial
Tennessee
$32.6M -$123K -5,280 -0.4%
FP
5
Fiduciary Planning
Florida
$20.4M -$15.1M -646,679 -42%
FHC
6
First Heartland Consultants
Missouri
$17.4M -$3.23M -138,489 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.8M +$15.2M +652,058 +2,488%
CIA
8
Compass Ion Advisors
Pennsylvania
$15.2M -$32.1M -1,376,676 -68%
WC
9
Waterloo Capital
Texas
$11.3M -$1.8M -77,189 -14%
ASN
10
Advisory Services Network
Georgia
$8.94M +$931K +39,955 +12%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$4.26M +$71.8K +3,082 +2%
OPOWM
12
One Plus One Wealth Management
Florida
$3.43M -$202K -8,646 -6%
SOS
13
Silver Oak Securities
Tennessee
$3.34M -$4.37M -187,406 -57%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.95M +$1.06M +45,454 +56%
Jane Street
15
Jane Street
New York
$2.77M -$1.51M -64,975 -35%
LIM
16
Leavell Investment Management
Alabama
$2.01M
MWM
17
MBE Wealth Management
Wisconsin
$1.79M -$867K -37,212 -33%
LPL Financial
18
LPL Financial
California
$1.48M -$201K -8,610 -12%
JCM
19
Jacobi Capital Management
Pennsylvania
$1.22M -$103K -4,410 -8%
LNC
20
Lincoln National Corp
Pennsylvania
$1.2M +$1.8K +77 +0.2%
VCM
21
Virtue Capital Management
Tennessee
$764K
TA
22
TrueWealth Advisors
Alabama
$734K -$5.03M -215,733 -87%
AFG
23
Atomi Financial Group
New York
$656K -$343K -14,732 -34%
GWM
24
Geneos Wealth Management
Colorado
$550K -$144K -6,179 -21%
Citadel Advisors
25
Citadel Advisors
Florida
$541K +$227K +9,742 +72%