Aptus Defined Risk ETF
DRSK
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 12 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
21% more capital invested
Capital invested by funds: $409M → $495M (+$86.6M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
0.86% more ownership
Funds ownership: 109.17% → 110.03% (+0.86%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
4% less funds holding
Funds holding: 51 → 49 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$39.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.5M |
| 3 |
SAG
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
+$6.35M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$5.99M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$17.9M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$8.27M |
| 3 |
Jane Street
New York
|
-$5.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.26M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$573K |
DRSK Hedge Fund Activity: Q1 2024 in Review
49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q1 2024, worth a combined $495M — up 21% from $409M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DRSK and 11 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 18 added.
The largest buyer was Aptus Capital Advisors, adding an estimated $39.6M. The largest seller was ORG Partners, exiting entirely with an estimated $17.9M sold.
- 49 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q1 2024, down from 51 in Q4 2023.
- Funds reported $495M of Aptus Defined Risk ETF stock for Q1 2024, up 21% quarter-over-quarter.
- 11 funds opened new Aptus Defined Risk ETF positions in Q1 2024 and 12 closed out, a net change of -1 holder.
- The largest Aptus Defined Risk ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $39.6M added.
- The largest Aptus Defined Risk ETF seller in Q1 2024 was ORG Partners, an estimated $17.9M sold.
Based on aggregated 13F filings for Q1 2024.