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Aptus Large Cap Enhanced Yield ETF
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Overview Fund Activity

28 hedge funds and large institutions have $243M invested in Aptus Large Cap Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$50.3M
2
ASN
2
Advisory Services Network
Georgia
$1.21M
3
ACA
3
Aptus Capital Advisors
Alabama
$102M
4
SAW
4
Signal Advisors Wealth
Michigan
$2.13M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$857K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.49M
2
PPC
2
Park Place Capital
Alabama
$3.91M
3
ARC
3
Advisor Resource Council
Texas
$0
4
AFG
4
Atomi Financial Group
New York
$496K
5
RB
5
Renasant Bank
Mississippi
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
26
Coppell Advisory Solutions
Texas
$28.4K -$487 -15 -2%
Bank of America
27
Bank of America
North Carolina
$25.7K +$25.7K +796 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$32 +$32 +1 New
ARC
29
Advisor Resource Council
Texas
– -$867K -27,367 Closed
VCM
30
Virtue Capital Management
Tennessee
– -$214K -6,758 Closed
MFC
31
Morris Financial Concepts
South Carolina
– -$154K -4,857 Closed
UBS Group
32
UBS Group
Switzerland
– -$2.41K -76 Closed
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