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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

57 hedge funds and large institutions have $660M invested in Aptus Defined Risk ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.83%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
16
Increased
25
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$72.3M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$55.1M
3
CG
3
Clarus Group
Texas
$24.4M
4
OP
4
ORG Partners
Indiana
$20.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$183M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
APW
5
Axim Planning & Wealth
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$183M +$9.78M +361,666 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$72.3M +$44.5M +1,646,054 +160%
SWM
3
Sugarloaf Wealth Management
Georgia
$62.4M +$751K +27,769 +1%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$58.1M +$3.1M +114,570 +6%
IWC
5
Integrated Wealth Concepts
Massachusetts
$55.1M +$38.6M +1,428,822 +234%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.6M +$5.9M +218,418 +24%
SLC
7
Second Line Capital
Louisiana
$30.1M +$2.09M +77,461 +7%
CG
8
Clarus Group
Texas
$24.4M +$24.4M +903,816 New
BF
9
Brogan Financial
Tennessee
$24.1M +$520K +19,238 +2%
OP
10
ORG Partners
Indiana
$20.9M +$20.9M +776,405 New
CIA
11
Compass Ion Advisors
Pennsylvania
$16.4M +$102K +3,843 +0.6%
WC
12
Waterloo Capital
Texas
$14M -$118K -4,353 -0.8%
PPC
13
Park Place Capital
Alabama
$8.99M +$4.11M +152,056 +84%
SAG
14
Spotlight Asset Group
Illinois
$6.4M -$216K -8,004 -3%
SOS
15
Silver Oak Securities
Tennessee
$5.99M +$1.01M +37,394 +20%
TA
16
TrueWealth Advisors
Alabama
$5.87M +$2.4M +88,862 +69%
LPL Financial
17
LPL Financial
California
$4.41M +$2.53M +93,612 +134%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$4.08M +$48.4K +1,789 +1%
UAG
19
United Advisor Group
Ohio
$3.78M +$1.24M +45,701 +49%
ASN
20
Advisory Services Network
Georgia
$3.76M +$515K +19,069 +16%
OPOWM
21
One Plus One Wealth Management
Florida
$3.64M +$123K +4,534 +3%
LIM
22
Leavell Investment Management
Alabama
$2.33M – – –
Jane Street
23
Jane Street
New York
$2.18M +$2.18M +80,782 New
MWM
24
MBE Wealth Management
Wisconsin
$2M +$217K +8,045 +12%
FGG
25
Financial Guidance Group
Florida
$1.9M +$1.9M +70,178 New
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