Aptus Large Cap Enhanced Yield ETF
DUBS
14 hedge funds and large institutions have $166M invested in Aptus Large Cap Enhanced Yield ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more capital invested
Capital invested by funds: $131M → $166M (+$34.6M)
7.81% more ownership
Funds ownership: 107.7% → 115.51% (+7.8%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
7% less funds holding
Funds holding: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLC
Second Line Capital
Metairie,
Louisiana
|
+$5.77M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.58M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.66M |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$2.35M |
| 5 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$679K |
| 2 |
WC
Waterloo Capital
Austin,
Texas
|
-$643K |
| 3 |
Goldman Sachs
New York
|
-$260K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$246K |
| 5 |
Jane Street
New York
|
-$232K |
DUBS Hedge Fund Activity: Q1 2024 in Review
14 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q1 2024, worth a combined $166M — up 26% from $131M a quarter earlier.
Fund positioning in DUBS was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Second Line Capital, adding an estimated $5.77M. The largest seller was Silver Oak Securities, cutting an estimated $679K.
- 14 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q1 2024, down from 15 in Q4 2023.
- Funds reported $166M of Aptus Large Cap Enhanced Yield ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 4 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q1 2024 was Second Line Capital, an estimated $5.77M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q1 2024 was Silver Oak Securities, an estimated $679K sold.
Based on aggregated 13F filings for Q1 2024.