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Aptus Defined Risk ETF

79 hedge funds and large institutions have $1.21B invested in Aptus Defined Risk ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$322M
IWC
2
Integrated Wealth Concepts
Massachusetts
$122M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$101M
Raymond James Financial
4
Raymond James Financial
Florida
$89.3M
TPW
5
Talon Private Wealth
Florida
$49M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$44.5M
DE
7
Diversified Enterprises
Delaware
$42.3M
KWM
8
KFG Wealth Management
Indiana
$36.7M
CG
9
Clarus Group
Texas
$36.1M
SLC
10
Second Line Capital
Louisiana
$33.5M
CIA
11
Compass Ion Advisors
Pennsylvania
$28.9M
BCM
12
Brookstone Capital Management
Illinois
$28.7M
BF
13
Brogan Financial
Tennessee
$26.6M
FHC
14
First Heartland Consultants
Missouri
$21.4M
WC
15
Waterloo Capital
Texas
$17.3M
BCM
16
Bienville Capital Management
New York
$15.6M
SFG
17
SevenBridge Financial Group
Pennsylvania
$15.1M
SAW
18
Signal Advisors Wealth
Michigan
$14.9M
PPC
19
Park Place Capital
Alabama
$14.4M
SFG
20
Sunburst Financial Group
Alabama
$13.7M
ASN
21
Advisory Services Network
Georgia
$12.3M
LPL Financial
22
LPL Financial
California
$10M
TA
23
TrueWealth Advisors
Alabama
$9.66M
MWM
24
MBE Wealth Management
Wisconsin
$8.47M
SOS
25
Silver Oak Securities
Tennessee
$7.66M