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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

50 hedge funds and large institutions have $408M invested in Aptus Defined Risk ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
9
Increased
11
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$17.9M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.8M
5
Jane Street
5
Jane Street
New York
$5.81M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$123M
2
FP
2
Fiduciary Planning
Florida
$0
3
BF
3
Brogan Financial
Tennessee
$20.9M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.5M
5
ASN
5
Advisory Services Network
Georgia
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$123M -$42.1M -1,671,187 -26%
SWM
2
Sugarloaf Wealth Management
Georgia
$52.1M -$4.45M -176,745 -8%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.5M -$10.2M -402,985 -18%
SLC
4
Second Line Capital
Louisiana
$24.2M +$24.2M +962,039 New
BF
5
Brogan Financial
Tennessee
$20.9M -$14.3M -568,963 -41%
FHC
6
First Heartland Consultants
Missouri
$18.9M +$60.4K +2,396 +0.3%
OP
7
ORG Partners
Indiana
$17.9M +$17.6M +697,384 +5,835%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.6M +$534K +21,207 +3%
CIA
9
Compass Ion Advisors
Pennsylvania
$15.9M -$568K -22,549 -3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$14M +$14M +553,934 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.9M +$7.69M +305,189 +241%
WC
12
Waterloo Capital
Texas
$10.2M -$2.04M -80,812 -17%
Jane Street
13
Jane Street
New York
$5.81M +$2.82M +111,764 +94%
SOS
14
Silver Oak Securities
Tennessee
$4.31M +$694K +27,526 +19%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.94M -$661K -26,239 -14%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.8M +$3.8M +150,820 New
ASN
17
Advisory Services Network
Georgia
$2.74M -$6.92M -274,633 -72%
LIM
18
Leavell Investment Management
Alabama
$2.17M – – –
MWM
19
MBE Wealth Management
Wisconsin
$2.03M +$94.2K +3,737 +5%
OPOWM
20
One Plus One Wealth Management
Florida
$1.96M -$1.74M -69,114 -47%
AI
21
Atria Investments
North Carolina
$1.33M +$1.33M +52,586 New
LNC
22
Lincoln National Corp
Pennsylvania
$1.3M +$2.09K +83 +0.2%
LPL Financial
23
LPL Financial
California
$1.25M -$356K -14,113 -22%
JCM
24
Jacobi Capital Management
Pennsylvania
$1.21M -$114K -4,536 -9%
ARC
25
Advisor Resource Council
Texas
$1.05M +$791K +31,396 +309%
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