Aptus Large Cap Enhanced Yield ETF
DUBS
28 hedge funds and large institutions have $243M invested in Aptus Large Cap Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
12% more funds holding
Funds holding: 25 → 28 (+3)
5% more capital invested
Capital invested by funds: $232M → $243M (+$11.2M)
0.96% less ownership
Funds ownership: 117.07% → 116.11% (-0.96%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.64M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.22M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$989K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$928K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$866K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.77M |
| 2 |
PPC
Park Place Capital
Homewood,
Alabama
|
-$2.66M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$867K |
| 4 |
AFG
Atomi Financial Group
New York
|
-$518K |
| 5 |
RB
Renasant Bank
Tupelo,
Mississippi
|
-$349K |
DUBS Hedge Fund Activity: Q4 2024 in Review
28 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q4 2024, worth a combined $243M — up 4.8% from $232M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DUBS positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $5.64M. The largest seller was Envestnet Asset Management, cutting an estimated $2.77M.
- 28 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $243M of Aptus Large Cap Enhanced Yield ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
- 7 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest Aptus Large Cap Enhanced Yield ETF buyer in Q4 2024 was Integrated Wealth Concepts, an estimated $5.64M added.
- The largest Aptus Large Cap Enhanced Yield ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $2.77M sold.
Based on aggregated 13F filings for Q4 2024.