We are live on ! Find out more
DUBS icon

Aptus Large Cap Enhanced Yield ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2528 (+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: 32 (-1)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$102M +$989K +30,303 +1%
IWC
2
Integrated Wealth Concepts
Massachusetts
$50.3M +$5.64M +172,745 +12%
SWM
3
Sugarloaf Wealth Management
Georgia
$21.8M +$341K +10,438 +2%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.3M +$38.5K +1,180 +0.3%
WC
5
Waterloo Capital
Texas
$10.4M +$110K +3,359 +1%
SLC
6
Second Line Capital
Louisiana
$10M +$251K +7,679 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.49M -$2.77M -85,058 -38%
SOS
8
Silver Oak Securities
Tennessee
$4.42M +$363K +11,119 +9%
PPC
9
Park Place Capital
Alabama
$3.91M -$2.66M -81,389 -40%
MWM
10
MBE Wealth Management
Wisconsin
$2.77M +$329K +10,076 +13%
OPOWM
11
One Plus One Wealth Management
Florida
$2.59M +$70.9K +2,173 +3%
SAW
12
Signal Advisors Wealth
Michigan
$2.13M +$928K +28,451 +76%
CCP
13
Cushing Capital Partners
Wisconsin
$1.83M +$1.84M +56,532 New
LPL Financial
14
LPL Financial
California
$1.73M +$200K +6,140 +13%
SHFP
15
Second Half Financial Partners
Florida
$1.72M -$11.2K -344 -0.6%
AI
16
Atria Investments
North Carolina
$1.7M -$294 -9 -0%
TVM
17
True Vision MN
Minnesota
$1.39M -$7.08K -217 -0.5%
MWM
18
Maripau Wealth Management
Indiana
$1.32M +$728K +22,319 +120%
ASN
19
Advisory Services Network
Georgia
$1.21M +$1.22M +37,360 New
RB
20
Renasant Bank
Mississippi
$1.01M -$349K -10,710 -26%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$857K +$866K +26,539 New
AFG
22
Atomi Financial Group
New York
$496K -$518K -15,893 -51%
Jane Street
23
Jane Street
New York
$357K +$361K +11,053 New
Citadel Advisors
24
Citadel Advisors
Florida
$351K -$198K -6,064 -36%
LRWM
25
Lord & Richards Wealth Management
Colorado
$250K +$253K +7,749 New