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Aptus Large Cap Enhanced Yield ETF
DUBS

Overview Fund Activity

23 hedge funds and large institutions have $205M invested in Aptus Large Cap Enhanced Yield ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$37.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.87M
3
PPC
3
Park Place Capital
Alabama
$5.43M
4
ACA
4
Aptus Capital Advisors
Alabama
$90.8M
5
RB
5
Renasant Bank
Mississippi
$1.36M

Top Sellers

1
SAW
1
Signal Advisors Wealth
Michigan
$0
2
AI
2
Atria Investments
North Carolina
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$90.8M +$1.8M +59,307 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$37.2M +$18.8M +619,712 +103%
SWM
3
Sugarloaf Wealth Management
Georgia
$19.9M +$226K +7,434 +1%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3M +$11.5K +380 +0.1%
WC
5
Waterloo Capital
Texas
$9.28M +$148K +4,878 +2%
SLC
6
Second Line Capital
Louisiana
$8.84M +$741K +24,409 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.87M +$3.68M +121,254 +168%
PPC
8
Park Place Capital
Alabama
$5.43M +$3.18M +104,829 +142%
SOS
9
Silver Oak Securities
Tennessee
$3.43M +$612K +20,174 +22%
OPOWM
10
One Plus One Wealth Management
Florida
$2.33M +$85K +2,801 +4%
MWM
11
MBE Wealth Management
Wisconsin
$2.13M +$110K +3,627 +5%
AI
12
Atria Investments
North Carolina
$1.41M -$57.4K -1,889 -4%
RB
13
Renasant Bank
Mississippi
$1.36M +$1.36M +44,641 New
LPL Financial
14
LPL Financial
California
$1.17M +$1.17M +38,619 New
TVM
15
True Vision MN
Minnesota
$1.16M +$1.16M +38,320 New
AFG
16
Atomi Financial Group
New York
$879K +$47.1K +1,551 +6%
MWM
17
Maripau Wealth Management
Indiana
$310K +$310K +10,202 New
Jane Street
18
Jane Street
New York
$212K +$212K +6,975 New
VCM
19
Virtue Capital Management
Tennessee
$209K +$209K +6,761 New
Osaic Holdings
20
Osaic Holdings
Arizona
$49.3K +$49.3K +1,624 New
CAS
21
Coppell Advisory Solutions
Texas
$36.7K +$36.7K +1,209 New
Bank of America
22
Bank of America
North Carolina
$15.1K +$15.1K +497 New
TWP
23
Triad Wealth Partners
Kansas
$9.14K +$9.14K +301 New
SAW
24
Signal Advisors Wealth
Michigan
– -$532K -18,194 Closed