Aptus Large Cap Enhanced Yield ETF
DUBS
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
36% more funds holding
Funds holding: 11 → 15 (+4)
4% less capital invested
Capital invested by funds: $137M → $131M (-$5.81M)
14.14% less ownership
Funds ownership: 121.84% → 107.7% (-14%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10.3M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.46M |
| 3 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$1.21M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$378K |
| 5 |
Goldman Sachs
New York
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$15.5M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$10.7M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$4.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$712K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$407K |
DUBS Hedge Fund Activity: Q4 2023 in Review
15 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q4 2023, worth a combined $131M — down 4.3% from $137M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DUBS positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $10.3M. The largest seller was Aptus Capital Advisors, cutting an estimated $15.5M.
- 15 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $131M of Aptus Large Cap Enhanced Yield ETF stock for Q4 2023, down 4.3% quarter-over-quarter.
- 7 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $10.3M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q4 2023 was Aptus Capital Advisors, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2023.