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Aptus Large Cap Enhanced Yield ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.45M
2
MWM
MBE Wealth Management
Wisconsin
$5.51M
3
PPC
Park Place Capital
Alabama
$5.97M
4
ACA
Aptus Capital Advisors
Alabama
$98.8M
5
IWC
Integrated Wealth Concepts
Massachusetts
$49.6M

Top Sellers

1
WC
Waterloo Capital
Texas
$7.16M
2
CCP
Cushing Capital Partners
Wisconsin
$1.09M
3
AFG
Atomi Financial Group
New York
$0
4
Jane Street
Jane Street
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Private Trust Company
Ohio
$36.9K +$36.9K +1,195 New
HI
27
Harbour Investments
Wisconsin
$21.8K +$21.8K +707 New
Wells Fargo
28
Wells Fargo
California
$19.9K +$19.9K +643 New
CWP
29
Concord Wealth Partners
Virginia
$2.07K +$2.07K +67 New
AFG
30
Atomi Financial Group
New York
– -$496K -15,351 Closed
Jane Street
31
Jane Street
New York
– -$357K -11,053 Closed
Citadel Advisors
32
Citadel Advisors
Florida
– -$351K -10,859 Closed
CAS
33
Coppell Advisory Solutions
Texas
– -$28.4K -875 Closed
Bank of America
34
Bank of America
North Carolina
– -$25.7K -796 Closed
Fidelity Investments
35
Fidelity Investments
Massachusetts
– -$32 -1 Closed
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