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Aptus Large Cap Enhanced Yield ETF
DUBS

33 hedge funds and large institutions have $247M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

14% more funds holding

Funds holding: 29 → 33 (+4)

11% more capital invested

Capital invested by funds: $223M → $247M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 106.06% → 105.54% (-0.52%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$14.2M
2
Jane Street
Jane Street
New York
+$1.46M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$692K
4
IAA
Independent Advisor Alliance
North Carolina
+$398K
5
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$384K

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$10.7M
2
ASN
Advisory Services Network
Georgia
-$1.31M
3
ARC
Advisor Resource Council
Texas
-$846K
4
SLC
Second Line Capital
Louisiana
-$537K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$269K +$5.62K +179 +2%
BF
27
BOK Financial
Oklahoma
$254K +$105K +3,357 +81%
VCM
28
Virtue Capital Management
Tennessee
$206K +$191K +6,084 New
GRP
29
Global Retirement Partners
California
$29.5K +$27.4K +874 New
HI
30
Harbour Investments
Wisconsin
$23.9K – – –
Wells Fargo
31
Wells Fargo
California
$21.7K – – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$13.8K +$12.8K +408 New
FWM
33
FSA Wealth Management
Massachusetts
$9.09K +$8.44K +269 New
ASN
34
Advisory Services Network
Georgia
– -$1.31M -42,381 Closed
ARC
35
Advisor Resource Council
Texas
– -$846K -33,243 Closed
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
– -$444K -14,392 Closed
PTC
37
Private Trust Company
Ohio
– -$36.9K -1,195 Closed
CWP
38
Concord Wealth Partners
Virginia
– -$2.07K -67 Closed
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