DUBS icon

Aptus Large Cap Enhanced Yield ETF

25 hedge funds and large institutions have $232M invested in Aptus Large Cap Enhanced Yield ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
16
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$98.7M +$3.95M +124,774 +4%
IWC
2
Integrated Wealth Concepts
Massachusetts
$43.8M +$5.05M +159,441 +13%
SWM
3
Sugarloaf Wealth Management
Georgia
$21.1M +$372K +11,749 +2%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$14M +$96.2K +3,038 +0.7%
WC
5
Waterloo Capital
Texas
$10.1M +$458K +14,454 +5%
SLC
6
Second Line Capital
Louisiana
$9.61M +$389K +12,294 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.1M +$975K +30,783 +16%
PPC
8
Park Place Capital
Alabama
$6.42M +$756K +23,854 +13%
SOS
9
Silver Oak Securities
Tennessee
$3.94M +$372K +11,783 +10%
OPOWM
10
One Plus One Wealth Management
Florida
$2.47M +$43.3K +1,368 +2%
MWM
11
MBE Wealth Management
Wisconsin
$2.4M +$174K +5,506 +8%
SHFP
12
Second Half Financial Partners
Florida
$1.7M +$1.7M +53,606 New
AI
13
Atria Investments
North Carolina
$1.67M +$197K +6,219 +13%
LPL Financial
14
LPL Financial
California
$1.5M +$281K +8,881 +23%
TVM
15
True Vision MN
Minnesota
$1.37M +$160K +5,036 +13%
RB
16
Renasant Bank
Mississippi
$1.33M -$88.7K -2,801 -6%
SAW
17
Signal Advisors Wealth
Michigan
$1.19M +$1.19M +37,497 New
AFG
18
Atomi Financial Group
New York
$990K +$73.1K +2,308 +8%
ARC
19
Advisor Resource Council
Texas
$867K +$867K +27,367 New
MWM
20
Maripau Wealth Management
Indiana
$588K +$265K +8,355 +82%
Citadel Advisors
21
Citadel Advisors
Florida
$536K +$536K +16,923 New
VCM
22
Virtue Capital Management
Tennessee
$214K -$95 -3 -0%
MFC
23
Morris Financial Concepts
South Carolina
$154K +$154K +4,857 New
CAS
24
Coppell Advisory Solutions
Texas
$28.1K -$10.1K -319 -26%
UBS Group
25
UBS Group
Switzerland
$2.41K +$2.41K +76 New