Aptus Large Cap Enhanced Yield ETF
DUBS
25 hedge funds and large institutions have $232M invested in Aptus Large Cap Enhanced Yield ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $205M → $232M (+$26.6M)
9% more funds holding
Funds holding: 23 → 25 (+2)
0.53% more ownership
Funds ownership: 116.54% → 117.07% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.9M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.83M |
| 3 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$1.65M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$946K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$212K |
| 2 |
RB
Renasant Bank
Tupelo,
Mississippi
|
-$86.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$49.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.1K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$9.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$212K | -6,975 | Closed |
|
|
27
Osaic Holdings
Scottsdale,
Arizona
| – | -$49.3K | -1,624 | Closed |
|
|
28
Bank of America
Charlotte,
North Carolina
| – | -$15.1K | -497 | Closed |
|
|
TWP
29
Triad Wealth Partners
Lawrence,
Kansas
| – | -$9.14K | -301 | Closed |
|
DUBS Hedge Fund Activity: Q3 2024 in Review
25 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q3 2024, worth a combined $232M — up 13% from $205M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DUBS positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $4.9M. The largest seller was Jane Street, exiting entirely with an estimated $212K sold.
- 25 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $232M of Aptus Large Cap Enhanced Yield ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 6 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q3 2024 was Integrated Wealth Concepts, an estimated $4.9M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q3 2024 was Jane Street, an estimated $212K sold.
Based on aggregated 13F filings for Q3 2024.