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Aptus Large Cap Enhanced Yield ETF

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.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

64% more funds holding

Funds holding: 1423 (+9)

24% more capital invested

Capital invested by funds: $166M → $205M (+$39.7M)

1.03% more ownership

Funds ownership: 115.51%116.54% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$90.8M +$1.74M +59,307 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$37.2M +$18.2M +619,712 +103%
SWM
3
Sugarloaf Wealth Management
Georgia
$19.9M +$218K +7,434 +1%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3M +$11.1K +380 +0.1%
WC
5
Waterloo Capital
Texas
$9.28M +$143K +4,878 +2%
SLC
6
Second Line Capital
Louisiana
$8.84M +$715K +24,409 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.87M +$3.55M +121,254 +168%
PPC
8
Park Place Capital
Alabama
$5.43M +$3.07M +104,829 +142%
SOS
9
Silver Oak Securities
Tennessee
$3.43M +$591K +20,174 +22%
OPOWM
10
One Plus One Wealth Management
Florida
$2.33M +$82.1K +2,801 +4%
MWM
11
MBE Wealth Management
Wisconsin
$2.13M +$106K +3,627 +5%
AI
12
Atria Investments
North Carolina
$1.41M -$55.4K -1,889 -4%
RB
13
Renasant Bank
Mississippi
$1.36M +$1.31M +44,641 New
LPL Financial
14
LPL Financial
California
$1.17M +$1.13M +38,619 New
TVM
15
True Vision MN
Minnesota
$1.16M +$1.12M +38,320 New
AFG
16
Atomi Financial Group
New York
$879K +$45.4K +1,551 +6%
MWM
17
Maripau Wealth Management
Indiana
$310K +$299K +10,202 New
Jane Street
18
Jane Street
New York
$212K +$204K +6,975 New
VCM
19
Virtue Capital Management
Tennessee
$209K +$198K +6,761 New
Osaic Holdings
20
Osaic Holdings
Arizona
$49.3K +$47.6K +1,624 New
CAS
21
Coppell Advisory Solutions
Texas
$36.7K +$35.4K +1,209 New
Bank of America
22
Bank of America
North Carolina
$15.1K +$14.6K +497 New
TWP
23
Triad Wealth Partners
Kansas
$9.14K +$8.82K +301 New
SAW
24
Signal Advisors Wealth
Michigan
-$532K -18,194 Closed

DUBS Hedge Fund Activity: Q2 2024 in Review

23 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q2 2024, worth a combined $205M — up 24% from $166M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DUBS positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $18.2M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $532K sold.

  • 23 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q2 2024, up from 14 in Q1 2024.
  • Funds reported $205M of Aptus Large Cap Enhanced Yield ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 10 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q2 2024 and 1 closed out, a net change of +9 holders.
  • The largest Aptus Large Cap Enhanced Yield ETF buyer in Q2 2024 was Integrated Wealth Concepts, an estimated $18.2M added.
  • The largest Aptus Large Cap Enhanced Yield ETF seller in Q2 2024 was Signal Advisors Wealth, an estimated $532K sold.

Based on aggregated 13F filings for Q2 2024.