Aptus Large Cap Enhanced Yield ETF
DUBS
35 hedge funds and large institutions have $266M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
8% more capital invested
Capital invested by funds: $247M → $266M (+$19.1M)
6% more funds holding
Funds holding: 33 → 35 (+2)
2.08% less ownership
Funds ownership: 105.54% → 103.46% (-2.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$8.1M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$1.36M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.21M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.12M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$10.4M |
| 2 |
Jane Street
New York
|
-$1.57M |
| 3 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
-$1.1M |
| 4 |
WC
Waterloo Capital
Austin,
Texas
|
-$1.02M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| $402K | +$386K | +11,010 | New |
|
|
VCM
27
Virtue Capital Management
Brentwood,
Tennessee
| $241K | +$1.36M | +38,608 | +635% |
|
|
GWM
28
Gibbs Wealth Management
Alpharetta,
Georgia
| $210K | +$202K | +5,755 | New |
|
|
MFC
29
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $180K | +$172K | +4,914 | New |
|
|
BF
30
BOK Financial
Tulsa,
Oklahoma
| $123K | -$146K | -4,160 | -55% |
|
31
Bank of America
Charlotte,
North Carolina
| $68K | +$65.3K | +1,861 | New |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $27.5K | -$4.28K | -122 | -14% |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $25.8K | – | – | – |
|
|
OSAM
34
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $15K | +$105 | +3 | +0.7% |
|
|
FWM
35
FSA Wealth Management
Needham,
Massachusetts
| $9.83K | – | – | – |
|
|
36
Jane Street
New York
| – | -$1.57M | -46,484 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | -$21.7K | -643 | Closed |
|
DUBS Hedge Fund Activity: Q3 2025 in Review
35 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q3 2025, worth a combined $266M — up 7.7% from $247M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DUBS positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $8.1M. The largest seller was Aptus Capital Advisors, cutting an estimated $10.4M.
- 35 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q3 2025, up from 33 in Q2 2025.
- Funds reported $266M of Aptus Large Cap Enhanced Yield ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
- 4 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q3 2025 and 2 closed out, a net change of +2 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $8.1M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q3 2025 was Aptus Capital Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2025.