We are live on ! Find out more
DUBS icon

Aptus Large Cap Enhanced Yield ETF
DUBS

35 hedge funds and large institutions have $266M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $247M → $266M (+$19.1M)

6% more funds holding

Funds holding: 33 → 35 (+2)

2.08% less ownership

Funds ownership: 105.54% → 103.46% (-2.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
16
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$8.1M
2
VCM
Virtue Capital Management
Tennessee
+$1.36M
3
OMC
Old Mission Capital
Illinois
+$1.21M
4
SAW
Signal Advisors Wealth
Michigan
+$1.12M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$1.05M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$10.4M
2
Jane Street
Jane Street
New York
-$1.57M
3
MWM
MBE Wealth Management
Wisconsin
-$1.1M
4
WC
Waterloo Capital
Texas
-$1.02M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$93.6M -$10.4M -297,670 -10%
IWC
2
Integrated Wealth Concepts
Massachusetts
$83.8M +$8.1M +230,828 +11%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7M -$13.5K -386 -0.1%
SLC
4
Second Line Capital
Louisiana
$11.3M +$109K +3,106 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.5M +$200K +5,690 +3%
WC
6
Waterloo Capital
Texas
$7.4M -$1.02M -28,988 -13%
PPC
7
Park Place Capital
Alabama
$6.99M +$179K +5,105 +3%
MWM
8
MBE Wealth Management
Wisconsin
$5.27M -$1.1M -31,365 -18%
SAW
9
Signal Advisors Wealth
Michigan
$4.82M +$1.12M +31,913 +32%
SOS
10
Silver Oak Securities
Tennessee
$4.7M +$110K +3,142 +3%
OPOWM
11
One Plus One Wealth Management
Florida
$2.7M +$81.2K +2,312 +3%
LPL Financial
12
LPL Financial
California
$2.32M +$307K +8,743 +16%
AI
13
Atria Investments
North Carolina
$2.07M +$289K +8,243 +17%
MWM
14
Maripau Wealth Management
Indiana
$2M +$118K +3,355 +7%
PCIA
15
Prime Capital Investment Advisors
Kansas
$1.89M +$1.05M +29,791 +135%
RB
16
Renasant Bank
Mississippi
$1.8M – – –
SHFP
17
Second Half Financial Partners
Florida
$1.78M -$81.8K -2,331 -5%
OMC
18
Old Mission Capital
Illinois
$1.55M +$1.21M +34,553 +434%
TVM
19
True Vision MN
Minnesota
$1.32M -$20.4K -581 -2%
CCP
20
Cushing Capital Partners
Wisconsin
$1.31M -$27.3K -778 -2%
LRWM
21
Lord & Richards Wealth Management
Colorado
$1.04M +$84.1K +2,395 +9%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$723K -$205K -5,827 -23%
GIA
23
Gladstone Institutional Advisory
Florida
$445K +$35.9K +1,022 +9%
IAA
24
Independent Advisor Alliance
North Carolina
$424K -$38.3K -1,092 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$413K -$29.9K -852 -7%
1
2

DUBS Hedge Fund Activity: Q3 2025 in Review

35 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q3 2025, worth a combined $266M — up 7.7% from $247M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DUBS positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $8.1M. The largest seller was Aptus Capital Advisors, cutting an estimated $10.4M.

  • 35 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q3 2025, up from 33 in Q2 2025.
  • Funds reported $266M of Aptus Large Cap Enhanced Yield ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 4 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest Aptus Large Cap Enhanced Yield ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $8.1M added.
  • The largest Aptus Large Cap Enhanced Yield ETF seller in Q3 2025 was Aptus Capital Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2025.