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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

81 hedge funds and large institutions have $1.24B invested in Aptus Defined Risk ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.08%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
21
Increased
37
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$314M
2
DE
2
Diversified Enterprises
Delaware
$40.5M
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$97.7M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$117M
5
KWM
5
KFG Wealth Management
Indiana
$34.2M

Top Sellers

1
TPW
1
Talon Private Wealth
Florida
$51.3M
2
BCM
2
Brookstone Capital Management
Illinois
$43.2M
3
SHF
3
Safe Harbor Fiduciary
Florida
$377K
4
ARC
4
Advisor Resource Council
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$314M +$99.9M +3,641,091 +47%
IWC
2
Integrated Wealth Concepts
Massachusetts
$117M +$21.2M +771,166 +22%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$97.7M +$34M +1,241,341 +54%
Raymond James Financial
4
Raymond James Financial
Florida
$83.5M +$83.5M +3,044,241 New
SWM
5
Sugarloaf Wealth Management
Georgia
$65.3M +$1.12M +40,816 +2%
TPW
6
Talon Private Wealth
Florida
$51.3M -$35.9M -1,309,649 -41%
BCM
7
Brookstone Capital Management
Illinois
$43.2M -$33.4M -1,217,924 -44%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$41.7M +$6.48M +236,285 +18%
DE
9
Diversified Enterprises
Delaware
$40.5M +$40.5M +1,478,252 New
CG
10
Clarus Group
Texas
$38.4M +$12.3M +446,845 +47%
KWM
11
KFG Wealth Management
Indiana
$34.2M +$14.1M +514,469 +70%
SLC
12
Second Line Capital
Louisiana
$32.5M +$1.15M +41,954 +4%
BF
13
Brogan Financial
Tennessee
$26.2M +$962K +35,061 +4%
OP
14
ORG Partners
Indiana
$25.3M +$1.01M +36,985 +4%
CIA
15
Compass Ion Advisors
Pennsylvania
$23M +$3.39M +123,722 +17%
FHC
16
First Heartland Consultants
Missouri
$20.9M +$5.53M +201,526 +36%
WC
17
Waterloo Capital
Texas
$15.4M +$758K +27,648 +5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$14.9M +$1.58M +57,474 +12%
BCM
19
Bienville Capital Management
New York
$13.6M +$13.6M +496,591 New
PPC
20
Park Place Capital
Alabama
$13.6M +$3.36M +122,330 +33%
SFG
21
Sunburst Financial Group
Alabama
$11.1M +$11.1M +404,607 New
LPL Financial
22
LPL Financial
California
$9.54M +$886K +32,296 +10%
SAW
23
Signal Advisors Wealth
Michigan
$8.22M +$4.79M +174,534 +139%
TA
24
TrueWealth Advisors
Alabama
$7.95M +$1.19M +43,285 +18%
ASN
25
Advisory Services Network
Georgia
$7.67M +$3.85M +140,346 +101%
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