Aptus Defined Risk ETF
DRSK
67 hedge funds and large institutions have $1.03B invested in Aptus Defined Risk ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 7 closing their positions.
371% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 7
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
56% more capital invested
Capital invested by funds: $661M → $1.03B (+$371M)
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
16% more funds holding
Funds holding: 58 → 67 (+9)
5.89% more ownership
Funds ownership: 111.24% → 117.13% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$77.5M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$40M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$28.9M |
| 4 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$20.3M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.49M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$886K |
| 3 |
GS
GTS Securities
New York
|
-$503K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$301K |
| 5 |
GWM
Gibbs Wealth Management
Alpharetta,
Georgia
|
-$275K |
DRSK Hedge Fund Activity: Q3 2024 in Review
67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q3 2024, worth a combined $1.03B — up 56% from $661M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DRSK positions and 7 closed out — a net gain of 10 holders — while 33 added to existing stakes and 7 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $77.5M. The largest seller was Osaic Holdings, cutting an estimated $1.49M.
- 67 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q3 2024, up from 58 in Q2 2024.
- Funds reported $1.03B of Aptus Defined Risk ETF stock for Q3 2024, up 56% quarter-over-quarter.
- 17 funds opened new Aptus Defined Risk ETF positions in Q3 2024 and 7 closed out, a net change of +10 holders.
- The largest Aptus Defined Risk ETF buyer in Q3 2024 was Brookstone Capital Management, an estimated $77.5M added.
- The largest Aptus Defined Risk ETF seller in Q3 2024 was Osaic Holdings, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2024.