Aptus Large Cap Enhanced Yield ETF
DUBS
29 hedge funds and large institutions have $223M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less capital invested
Capital invested by funds: $243M → $223M (-$20.5M)
10.05% less ownership
Funds ownership: 116.11% → 106.06% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.32M |
| 2 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$3.01M |
| 3 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$2.34M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.74M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Waterloo Capital
Austin,
Texas
|
-$2.97M |
| 2 |
CCP
Cushing Capital Partners
Delafield,
Wisconsin
|
-$684K |
| 3 |
AFG
Atomi Financial Group
New York
|
-$496K |
| 4 |
Jane Street
New York
|
-$357K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$351K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $36.9K | +$38.8K | +1,195 | New |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $21.8K | +$22.9K | +707 | New |
|
28
Wells Fargo
San Francisco,
California
| $19.9K | +$20.9K | +643 | New |
|
|
CWP
29
Concord Wealth Partners
Abingdon,
Virginia
| $2.07K | +$2.17K | +67 | New |
|
|
AFG
30
Atomi Financial Group
New York
| – | -$496K | -15,351 | Closed |
|
|
31
Jane Street
New York
| – | -$357K | -11,053 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$351K | -10,859 | Closed |
|
|
CAS
33
Coppell Advisory Solutions
Coppell,
Texas
| – | -$28.4K | -875 | Closed |
|
34
Bank of America
Charlotte,
North Carolina
| – | -$25.7K | -796 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | -$32 | -1 | Closed |
|
DUBS Hedge Fund Activity: Q1 2025 in Review
29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q1 2025, worth a combined $223M — down 8.4% from $243M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DUBS positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.32M. The largest seller was Waterloo Capital, cutting an estimated $2.97M.
- 29 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $223M of Aptus Large Cap Enhanced Yield ETF stock for Q1 2025, down 8.4% quarter-over-quarter.
- 8 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q1 2025 and 6 closed out, a net change of +2 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $3.32M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q1 2025 was Waterloo Capital, an estimated $2.97M sold.
Based on aggregated 13F filings for Q1 2025.