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Aptus Large Cap Enhanced Yield ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
4
Increased
7
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SLC
1
Second Line Capital
Louisiana
$7.8M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$17.7M
3
ACA
3
Aptus Capital Advisors
Alabama
$85.7M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$18.9M
5
PPC
5
Park Place Capital
Alabama
$2.16M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$2.72M
2
WC
2
Waterloo Capital
Texas
$8.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
AI
4
Atria Investments
North Carolina
$1.41M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$85.7M +$2.79M +95,295 +3%
SWM
2
Sugarloaf Wealth Management
Georgia
$18.9M +$2.46M +84,195 +15%
IWC
3
Integrated Wealth Concepts
Massachusetts
$17.7M +$5.83M +199,460 +49%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.8M +$209K +7,150 +2%
WC
5
Waterloo Capital
Texas
$8.8M -$673K -22,994 -7%
SLC
6
Second Line Capital
Louisiana
$7.8M +$6.03M +206,210 +341%
SOS
7
Silver Oak Securities
Tennessee
$2.72M -$711K -24,291 -21%
PPC
8
Park Place Capital
Alabama
$2.16M +$2.16M +73,898 New
OPOWM
9
One Plus One Wealth Management
Florida
$2.16M +$2.16M +73,897 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.11M +$2.11M +72,088 New
MWM
11
MBE Wealth Management
Wisconsin
$1.95M +$267K +9,129 +16%
AI
12
Atria Investments
North Carolina
$1.41M -$257K -8,781 -15%
AFG
13
Atomi Financial Group
New York
$801K +$29.8K +1,018 +4%
SAW
14
Signal Advisors Wealth
Michigan
$532K +$532K +18,194 New
Goldman Sachs
15
Goldman Sachs
New York
– -$260K -9,739 Closed
Jane Street
16
Jane Street
New York
– -$232K -8,676 Closed
ASN
17
Advisory Services Network
Georgia
– -$57.1K -2,136 Closed
UBS Group
18
UBS Group
Switzerland
– -$37K -1,385 Closed