DRSK icon

Aptus Defined Risk ETF
DRSK

Overview Fund Activity

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
-2
Holders Change %
-2.47%
% of All Funds
1.07%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.33%
New
12
Increased
45
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
SevenBridge Financial Group
Pennsylvania
+$11M
2
ACA
Aptus Capital Advisors
Alabama
+$9.78M
3
SAW
Signal Advisors Wealth
Michigan
+$6.77M
4
Raymond James Financial
Raymond James Financial
Florida
+$6.28M
5
CIA
Compass Ion Advisors
Pennsylvania
+$6.05M

Top Sellers

1
OP
ORG Partners
Indiana
-$25.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.9M
3
BCM
Brookstone Capital Management
Illinois
-$14.2M
4
TPW
Talon Private Wealth
Florida
-$2.31M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$322M +$9.78M +358,567 +3%
IWC
2
Integrated Wealth Concepts
Massachusetts
$122M +$5.61M +205,712 +5%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$101M +$4.33M +158,618 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$89.3M +$6.28M +230,410 +8%
TPW
5
Talon Private Wealth
Florida
$49M -$2.31M -84,234 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$44.5M +$3.02M +110,623 +7%
DE
7
Diversified Enterprises
Delaware
$42.3M +$2.04M +74,634 +5%
KWM
8
KFG Wealth Management
Indiana
$36.7M +$2.68M +98,424 +8%
CG
9
Clarus Group
Texas
$36.1M -$2.01M -73,766 -5%
SLC
10
Second Line Capital
Louisiana
$33.5M +$1.16M +42,564 +4%
CIA
11
Compass Ion Advisors
Pennsylvania
$28.9M +$6.05M +221,949 +26%
BCM
12
Brookstone Capital Management
Illinois
$28.7M -$14.2M -522,460 -33%
BF
13
Brogan Financial
Tennessee
$26.6M +$539K +19,782 +2%
FHC
14
First Heartland Consultants
Missouri
$21.4M +$556K +20,389 +3%
WC
15
Waterloo Capital
Texas
$17.3M +$1.92M +70,504 +13%
BCM
16
Bienville Capital Management
New York
$15.6M +$2.09M +76,778 +15%
SFG
17
SevenBridge Financial Group
Pennsylvania
$15.1M +$11M +396,955 +267%
SAW
18
Signal Advisors Wealth
Michigan
$14.9M +$6.77M +248,221 +83%
PPC
19
Park Place Capital
Alabama
$14.4M +$927K +33,992 +7%
SFG
20
Sunburst Financial Group
Alabama
$13.7M +$2.7M +98,847 +24%
ASN
21
Advisory Services Network
Georgia
$12.3M +$4.65M +170,523 +61%
LPL Financial
22
LPL Financial
California
$10M +$524K +19,210 +6%
TA
23
TrueWealth Advisors
Alabama
$9.66M +$1.75M +64,181 +22%
MWM
24
MBE Wealth Management
Wisconsin
$8.47M +$5.15M +188,928 +155%
SOS
25
Silver Oak Securities
Tennessee
$7.66M +$961K +35,114 +14%
1
2 3 4