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Aptus Large Cap Enhanced Yield ETF

33 hedge funds and large institutions have $247M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.7% less ownership

Funds ownership: 106.06%105.37% (-0.7%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$96.6M
IWC
2
Integrated Wealth Concepts
Massachusetts
$69.7M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.5M
SLC
4
Second Line Capital
Louisiana
$10.3M
WC
5
Waterloo Capital
Texas
$7.82M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.67M
PPC
7
Park Place Capital
Alabama
$6.27M
MWM
8
MBE Wealth Management
Wisconsin
$5.93M
SOS
9
Silver Oak Securities
Tennessee
$4.24M
SAW
10
Signal Advisors Wealth
Michigan
$3.38M
OPOWM
11
One Plus One Wealth Management
Florida
$2.42M
LPL Financial
12
LPL Financial
California
$1.85M
MWM
13
Maripau Wealth Management
Indiana
$1.75M
SHFP
14
Second Half Financial Partners
Florida
$1.72M
RB
15
Renasant Bank
Mississippi
$1.66M
AI
16
Atria Investments
North Carolina
$1.63M
Jane Street
17
Jane Street
New York
$1.57M
TVM
18
True Vision MN
Minnesota
$1.24M
CCP
19
Cushing Capital Partners
Wisconsin
$1.24M
LRWM
20
Lord & Richards Wealth Management
Colorado
$881K
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$866K
PCIA
22
Prime Capital Investment Advisors
Kansas
$745K
IAA
23
Independent Advisor Alliance
North Carolina
$429K
GIA
24
Gladstone Institutional Advisory
Florida
$377K
OMC
25
Old Mission Capital
Illinois
$269K