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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

49 hedge funds and large institutions have $495M invested in Aptus Defined Risk ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
11
Increased
18
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$171M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$27.4M
3
SAG
Spotlight Asset Group
Illinois
$6.52M
4
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.4M

Top Sellers

1
OP
ORG Partners
Indiana
$0
2
FHC
First Heartland Consultants
Missouri
$11.5M
3
Jane Street
Jane Street
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$678K
5
CIA
Compass Ion Advisors
Pennsylvania
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$171M +$40.7M +1,525,377 +31%
SWM
2
Sugarloaf Wealth Management
Georgia
$60.8M +$5.65M +211,946 +10%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.3M +$6.15M +230,754 +13%
SLC
4
Second Line Capital
Louisiana
$27.6M +$1.95M +73,320 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.4M +$15.9M +597,547 +138%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.4M +$5.75M +215,694 +31%
BF
7
Brogan Financial
Tennessee
$23.3M +$1.19M +44,798 +5%
CIA
8
Compass Ion Advisors
Pennsylvania
$16.3M -$473K -17,759 -3%
IWC
9
Integrated Wealth Concepts
Massachusetts
$16.3M +$1.49M +55,708 +10%
WC
10
Waterloo Capital
Texas
$13.9M +$3.05M +114,584 +28%
FHC
11
First Heartland Consultants
Missouri
$11.5M -$8.49M -318,377 -42%
SAG
12
Spotlight Asset Group
Illinois
$6.52M +$6.52M +244,672 New
SOS
13
Silver Oak Securities
Tennessee
$4.91M +$360K +13,499 +8%
PPC
14
Park Place Capital
Alabama
$4.81M +$4.81M +180,387 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.98M -$192K -7,203 -5%
OPOWM
16
One Plus One Wealth Management
Florida
$3.46M +$1.39M +52,083 +67%
TA
17
TrueWealth Advisors
Alabama
$3.42M +$3.19M +119,470 +1,350%
ASN
18
Advisory Services Network
Georgia
$3.2M +$304K +11,402 +10%
UAG
19
United Advisor Group
Ohio
$2.51M +$2.51M +94,020 New
LIM
20
Leavell Investment Management
Alabama
$2.29M – – –
LPL Financial
21
LPL Financial
California
$1.86M +$539K +20,215 +41%
MWM
22
MBE Wealth Management
Wisconsin
$1.75M -$397K -14,892 -18%
LNC
23
Lincoln National Corp
Pennsylvania
$1.37M +$1.23K +46 +0.1%
AI
24
Atria Investments
North Carolina
$1.36M -$46.4K -1,741 -3%
JCM
25
Jacobi Capital Management
Pennsylvania
$1.18M -$94.2K -3,534 -7%
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