Aptus Defined Risk ETF
DRSK
58 hedge funds and large institutions have $661M invested in Aptus Defined Risk ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
33% more capital invested
Capital invested by funds: $495M → $661M (+$166M)
18% more funds holding
Funds holding: 49 → 58 (+9)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
1.21% more ownership
Funds ownership: 110.03% → 111.24% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$43.6M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$37.9M |
| 3 |
CG
Clarus Group
Houston,
Texas
|
+$23.9M |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
+$20.6M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.37M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$934K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$678K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$425K |
| 5 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
-$375K |
DRSK Hedge Fund Activity: Q2 2024 in Review
58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q2 2024, worth a combined $661M — up 33% from $495M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DRSK positions and 7 closed out — a net gain of 10 holders — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $43.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.37M sold.
- 58 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q2 2024, up from 49 in Q1 2024.
- Funds reported $661M of Aptus Defined Risk ETF stock for Q2 2024, up 33% quarter-over-quarter.
- 17 funds opened new Aptus Defined Risk ETF positions in Q2 2024 and 7 closed out, a net change of +10 holders.
- The largest Aptus Defined Risk ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $43.6M added.
- The largest Aptus Defined Risk ETF seller in Q2 2024 was Lincoln National Corp, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2024.