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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

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 6 closing their positions.

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.97%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
17
Increased
33
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$79M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$98.5M
3
ACA
3
Aptus Capital Advisors
Alabama
$221M
4
KWM
4
KFG Wealth Management
Indiana
$20.7M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.83K
2
OMC
2
Old Mission Capital
Illinois
$0
3
GS
3
GTS Securities
New York
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.96M
5
TC
5
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$221M +$29.4M +1,040,579 +15%
IWC
2
Integrated Wealth Concepts
Massachusetts
$98.5M +$40.8M +1,440,606 +71%
TPW
3
Talon Private Wealth
Florida
$89.9M +$89.9M +3,178,141 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$80.7M +$4.98M +175,818 +7%
BCM
5
Brookstone Capital Management
Illinois
$79M +$79M +2,791,882 New
SWM
6
Sugarloaf Wealth Management
Georgia
$66.2M +$871K +30,794 +1%
GWANC
7
Guardian Wealth Advisors (North Carolina)
North Carolina
$65.7M +$4.82M +170,356 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$36.3M +$4.25M +150,152 +13%
SLC
9
Second Line Capital
Louisiana
$32.4M +$858K +30,325 +3%
CG
10
Clarus Group
Texas
$26.9M +$1.35M +47,676 +5%
BF
11
Brogan Financial
Tennessee
$26.1M +$826K +29,197 +3%
OP
12
ORG Partners
Indiana
$25.1M +$3.13M +110,638 +14%
KWM
13
KFG Wealth Management
Indiana
$20.7M +$20.7M +732,085 New
CIA
14
Compass Ion Advisors
Pennsylvania
$20.2M +$2.8M +99,074 +16%
FHC
15
First Heartland Consultants
Missouri
$15.9M +$3.37M +119,230 +27%
WC
16
Waterloo Capital
Texas
$15.1M +$533K +18,840 +4%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$13.8M +$13.8M +486,139 New
PPC
18
Park Place Capital
Alabama
$10.5M +$1.13M +39,807 +12%
LPL Financial
19
LPL Financial
California
$8.93M +$4.31M +152,170 +93%
NW
20
Naviter Wealth
Arkansas
$7.23M +$7.23M +255,499 New
TA
21
TrueWealth Advisors
Alabama
$6.98M +$836K +29,530 +14%
SOS
22
Silver Oak Securities
Tennessee
$6.76M +$472K +16,648 +8%
SHF
23
Safe Harbor Fiduciary
Florida
$5.26M +$5.26M +185,746 New
UAG
24
United Advisor Group
Ohio
$5.05M +$1.09M +38,586 +28%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.96M -$307K -10,842 -7%
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