Aptus Large Cap Enhanced Yield ETF
DUBS
11 hedge funds and large institutions have $137M invested in Aptus Large Cap Enhanced Yield ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
5,265% more capital invested
Capital invested by funds: $2.55M → $137M (+$134M)
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
450% more funds holding
Funds holding: 2 → 11 (+9)
21.96% more ownership
Funds ownership: 99.88% → 121.84% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$88.1M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$15.5M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$14.2M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$11.1M |
| 5 |
WC
Waterloo Capital
Austin,
Texas
|
+$8.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $84.9M | +$88.1M | +3,442,017 | +201,759% |
|
|
GWANC
2
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $15M | +$15.5M | +607,190 | New |
|
|
SWM
3
Sugarloaf Wealth Management
Duluth,
Georgia
| $13.7M | +$14.2M | +555,846 | New |
|
|
FP
4
Fiduciary Planning
Englewood,
Florida
| $10.7M | +$11.1M | +435,116 | New |
|
|
WC
5
Waterloo Capital
Austin,
Texas
| $7.82M | +$8.11M | +317,102 | New |
|
|
SOS
6
Silver Oak Securities
Jackson,
Tennessee
| $2.52M | +$2.62M | +102,336 | New |
|
7
Citadel Advisors
Miami,
Florida
| $712K | +$739K | +28,882 | New |
|
|
AFG
8
Atomi Financial Group
New York
| $657K | +$681K | +26,622 | New |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| $407K | +$422K | +16,490 | New |
|
|
MWM
10
MBE Wealth Management
Tomah,
Wisconsin
| $247K | +$256K | +9,996 | New |
|
11
UBS Group
Zurich,
Switzerland
| $7.87K | +$8.16K | +319 | New |
|
|
12
Jane Street
New York
| – | -$2.5M | -98,169 | Closed |
|
DUBS Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q3 2023, worth a combined $137M — up 5,265% from $2.55M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DUBS positions and 1 closed out — a net gain of 9 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $88.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.5M sold.
- 11 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q3 2023, up from 2 in Q2 2023.
- Funds reported $137M of Aptus Large Cap Enhanced Yield ETF stock for Q3 2023, up 5,265% quarter-over-quarter.
- 10 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q3 2023 and 1 closed out, a net change of +9 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q3 2023 was Aptus Capital Advisors, an estimated $88.1M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q3 2023 was Jane Street, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2023.