We are live on ! Find out more
DUBS icon

Aptus Large Cap Enhanced Yield ETF

33 hedge funds and large institutions have $247M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

14% more funds holding

Funds holding: 2933 (+4)

11% more capital invested

Capital invested by funds: $223M → $247M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.52% less ownership

Funds ownership: 106.06%105.54% (-0.52%)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$96.6M -$10.7M -340,189 -11%
IWC
2
Integrated Wealth Concepts
Massachusetts
$69.7M +$14.2M +453,407 +28%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.5M +$384K +12,244 +3%
SLC
4
Second Line Capital
Louisiana
$10.3M -$537K -17,109 -5%
WC
5
Waterloo Capital
Texas
$7.82M -$14.8K -470 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.67M -$447K -14,243 -6%
PPC
7
Park Place Capital
Alabama
$6.27M -$220K -7,023 -4%
MWM
8
MBE Wealth Management
Wisconsin
$5.93M -$94.6K -3,015 -2%
SOS
9
Silver Oak Securities
Tennessee
$4.24M -$317K -10,086 -7%
SAW
10
Signal Advisors Wealth
Michigan
$3.38M +$194K +6,168 +7%
OPOWM
11
One Plus One Wealth Management
Florida
$2.42M -$234K -7,453 -9%
LPL Financial
12
LPL Financial
California
$1.85M -$25.9K -824 -1%
MWM
13
Maripau Wealth Management
Indiana
$1.75M -$99.3K -3,163 -6%
SHFP
14
Second Half Financial Partners
Florida
$1.72M -$57.6K -1,836 -3%
RB
15
Renasant Bank
Mississippi
$1.66M +$79.2K +2,523 +5%
AI
16
Atria Investments
North Carolina
$1.63M +$107K +3,408 +8%
Jane Street
17
Jane Street
New York
$1.57M +$1.46M +46,484 New
TVM
18
True Vision MN
Minnesota
$1.24M -$206K -6,570 -15%
CCP
19
Cushing Capital Partners
Wisconsin
$1.24M +$35.6K +1,135 +3%
LRWM
20
Lord & Richards Wealth Management
Colorado
$881K +$217K +6,921 +36%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$866K -$57.9K -1,844 -7%
PCIA
22
Prime Capital Investment Advisors
Kansas
$745K +$692K +22,032 New
IAA
23
Independent Advisor Alliance
North Carolina
$429K +$398K +12,684 New
Osaic Holdings
24
Osaic Holdings
Arizona
$411K +$381K +12,151 New
GIA
25
Gladstone Institutional Advisory
Florida
$377K +$350K +11,157 New