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Aptus Large Cap Enhanced Yield ETF
DUBS

Overview Fund Activity

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
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
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$50.3M
2
ASN
2
Advisory Services Network
Georgia
$1.21M
3
ACA
3
Aptus Capital Advisors
Alabama
$102M
4
SAW
4
Signal Advisors Wealth
Michigan
$2.13M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$857K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.49M
2
PPC
2
Park Place Capital
Alabama
$3.91M
3
ARC
3
Advisor Resource Council
Texas
$0
4
AFG
4
Atomi Financial Group
New York
$496K
5
RB
5
Renasant Bank
Mississippi
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$102M +$979K +30,303 +1%
IWC
2
Integrated Wealth Concepts
Massachusetts
$50.3M +$5.58M +172,745 +12%
SWM
3
Sugarloaf Wealth Management
Georgia
$21.8M +$337K +10,438 +2%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.3M +$38.1K +1,180 +0.3%
WC
5
Waterloo Capital
Texas
$10.4M +$108K +3,359 +1%
SLC
6
Second Line Capital
Louisiana
$10M +$248K +7,679 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.49M -$2.75M -85,058 -38%
SOS
8
Silver Oak Securities
Tennessee
$4.42M +$361K +11,119 +9%
PPC
9
Park Place Capital
Alabama
$3.91M -$2.63M -81,389 -40%
MWM
10
MBE Wealth Management
Wisconsin
$2.77M +$325K +10,076 +13%
OPOWM
11
One Plus One Wealth Management
Florida
$2.59M +$70.2K +2,173 +3%
SAW
12
Signal Advisors Wealth
Michigan
$2.13M +$919K +28,451 +76%
CCP
13
Cushing Capital Partners
Wisconsin
$1.83M +$1.83M +56,532 New
LPL Financial
14
LPL Financial
California
$1.73M +$198K +6,140 +13%
SHFP
15
Second Half Financial Partners
Florida
$1.72M -$11.1K -344 -0.6%
AI
16
Atria Investments
North Carolina
$1.7M -$291 -9 -0%
TVM
17
True Vision MN
Minnesota
$1.39M -$7.01K -217 -0.5%
MWM
18
Maripau Wealth Management
Indiana
$1.32M +$721K +22,319 +120%
ASN
19
Advisory Services Network
Georgia
$1.21M +$1.21M +37,360 New
RB
20
Renasant Bank
Mississippi
$1.01M -$346K -10,710 -26%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$857K +$857K +26,539 New
AFG
22
Atomi Financial Group
New York
$496K -$513K -15,893 -51%
Jane Street
23
Jane Street
New York
$357K +$357K +11,053 New
Citadel Advisors
24
Citadel Advisors
Florida
$351K -$196K -6,064 -36%
LRWM
25
Lord & Richards Wealth Management
Colorado
$250K +$250K +7,749 New
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