We are live on ! Find out more
DUBS icon

Aptus Large Cap Enhanced Yield ETF
DUBS

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

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

12% more funds holding

Funds holding: 25 → 28 (+3)

5% more capital invested

Capital invested by funds: $232M → $243M (+$11.2M)

0.96% less ownership

Funds ownership: 117.07% → 116.11% (-0.96%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

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
Integrated Wealth Concepts
Massachusetts
+$5.64M
2
ASN
Advisory Services Network
Georgia
+$1.22M
3
ACA
Aptus Capital Advisors
Alabama
+$989K
4
SAW
Signal Advisors Wealth
Michigan
+$928K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$866K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.77M
2
PPC
Park Place Capital
Alabama
-$2.66M
3
ARC
Advisor Resource Council
Texas
-$867K
4
AFG
Atomi Financial Group
New York
-$518K
5
RB
Renasant Bank
Mississippi
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
26
Coppell Advisory Solutions
Texas
$28.4K -$489 -15 -2%
Bank of America
27
Bank of America
North Carolina
$25.7K +$26K +796 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$32 +$33 +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
1
2