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Aptus Large Cap Enhanced Yield ETF

15 hedge funds and large institutions have $131M invested in Aptus Large Cap Enhanced Yield ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$75.7M -$16.2M -608,233 -18%
SWM
2
Sugarloaf Wealth Management
Georgia
$15M +$183K +6,869 +1%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.5M -$4.73M -177,105 -29%
IWC
4
Integrated Wealth Concepts
Massachusetts
$10.8M +$10.8M +404,785 New
WC
5
Waterloo Capital
Texas
$8.65M +$178K +6,657 +2%
SOS
6
Silver Oak Securities
Tennessee
$3.13M +$396K +14,810 +14%
SLC
7
Second Line Capital
Louisiana
$1.61M +$1.61M +60,442 New
MWM
8
MBE Wealth Management
Wisconsin
$1.53M +$1.27M +47,387 +474%
AI
9
Atria Investments
North Carolina
$1.53M +$1.53M +57,126 New
AFG
10
Atomi Financial Group
New York
$704K -$6.81K -255 -1%
Goldman Sachs
11
Goldman Sachs
New York
$260K +$260K +9,739 New
Jane Street
12
Jane Street
New York
$232K +$232K +8,676 New
CAS
13
Coppell Advisory Solutions
Texas
$83.4K +$83.4K +3,122 New
ASN
14
Advisory Services Network
Georgia
$57.1K +$57.1K +2,136 New
UBS Group
15
UBS Group
Switzerland
$37K +$28.5K +1,066 +334%
FP
16
Fiduciary Planning
Florida
-$10.7M -435,116 Closed
Citadel Advisors
17
Citadel Advisors
Florida
-$712K -28,882 Closed
OMC
18
Old Mission Capital
Illinois
-$407K -16,490 Closed