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Aptus Defined Risk ETF
DRSK

95 hedge funds and large institutions have $1.6B invested in Aptus Defined Risk ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

19% more funds holding

Funds holding: 80 → 95 (+15)

11% more capital invested

Capital invested by funds: $1.44B → $1.6B (+$160M)

9% more funds holding in top 10

Funds holding in top 10: 23 → 25 (+2)

2.14% more ownership

Funds ownership: 108.91% → 111.05% (+2.1%)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.16%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.3%
New
21
Increased
49
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$63.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$62.4M
3
GL
Gerber LLC
Ohio
+$12M
4
BIG
Brookwood Investment Group
Arizona
+$11.3M
5
SAI
Savvy Advisors Inc
New York
+$5.03M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$51.7M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$18.2M
3
UWP
Uniting Wealth Partners
Kansas
-$13.8M
4
Jane Street
Jane Street
New York
-$8.27M
5
CG
Clarus Group
Texas
-$848K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$445M +$63.7M +2,183,477 +16%
IWC
2
Integrated Wealth Concepts
Massachusetts
$170M -$18.2M -623,972 -9%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$124M +$1.39M +47,702 +1%
Corient Private Wealth
4
Corient Private Wealth
Florida
$120M +$62.4M +2,138,582 +104%
DE
5
Diversified Enterprises
Delaware
$49.4M +$1.76M +60,242 +4%
KWM
6
KFG Wealth Management
Indiana
$48.8M +$4.12M +141,276 +9%
CIA
7
Compass Ion Advisors
Pennsylvania
$39.2M +$2.84M +97,184 +8%
SLC
8
Second Line Capital
Louisiana
$38.1M +$1.31M +45,014 +3%
CG
9
Clarus Group
Texas
$36M -$848K -29,048 -2%
GL
10
Gerber LLC
Ohio
$35M +$12M +409,926 +50%
SFG
11
SevenBridge Financial Group
Pennsylvania
$32.4M +$1.39M +47,525 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$31.3M -$586K -20,078 -2%
BCM
13
Brookstone Capital Management
Illinois
$30.7M +$237K +8,108 +0.8%
BF
14
Brogan Financial
Tennessee
$28.1M -$373K -12,772 -1%
SAW
15
Signal Advisors Wealth
Michigan
$28.1M +$3.85M +131,982 +15%
FHC
16
First Heartland Consultants
Missouri
$27.5M +$1.83M +62,540 +7%
LPL Financial
17
LPL Financial
California
$24.6M -$258K -8,830 -1%
ASN
18
Advisory Services Network
Georgia
$22.7M +$993K +34,007 +4%
SFG
19
Sunburst Financial Group
Alabama
$21.4M +$2.16M +73,987 +11%
WC
20
Waterloo Capital
Texas
$19.3M -$775K -26,564 -4%
PPC
21
Park Place Capital
Alabama
$18.7M +$1.54M +52,600 +9%
BCM
22
Bienville Capital Management
New York
$16.7M +$1.47M +50,309 +9%
TA
23
TrueWealth Advisors
Alabama
$12.1M +$711K +24,357 +6%
WAT
24
Wealth Advisory Team
Kentucky
$11.8M +$12.1M +413,104 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$802K +27,462 +7%
1
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DRSK Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q4 2025, worth a combined $1.6B — up 11% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DRSK positions and 5 closed out — a net gain of 16 holders — while 49 added to existing stakes and 19 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $63.7M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $51.7M sold.

  • 95 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q4 2025, up from 80 in Q3 2025.
  • Funds reported $1.6B of Aptus Defined Risk ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 21 funds opened new Aptus Defined Risk ETF positions in Q4 2025 and 5 closed out, a net change of +16 holders.
  • The largest Aptus Defined Risk ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $63.7M added.
  • The largest Aptus Defined Risk ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q4 2025.