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Aptus Large Cap Enhanced Yield ETF

39 hedge funds and large institutions have $280M invested in Aptus Large Cap Enhanced Yield ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

11% more funds holding

Funds holding: 3539 (+4)

5% more capital invested

Capital invested by funds: $266M → $280M (+$13.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

1.29% less ownership

Funds ownership: 103.46%102.17% (-1.3%)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
14
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$115M +$18.1M +486,575 +19%
IWC
2
Integrated Wealth Concepts
Massachusetts
$78.1M -$8.2M -219,959 -10%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.1M -$118K -3,165 -0.7%
SLC
4
Second Line Capital
Louisiana
$11.9M +$257K +6,887 +2%
WC
5
Waterloo Capital
Texas
$8.09M +$455K +12,203 +6%
PPC
6
Park Place Capital
Alabama
$7.63M +$416K +11,176 +6%
SAW
7
Signal Advisors Wealth
Michigan
$6.04M +$1.05M +28,302 +21%
MWM
8
MBE Wealth Management
Wisconsin
$5.34M -$87.3K -2,343 -2%
SOS
9
Silver Oak Securities
Tennessee
$5.18M +$296K +7,938 +6%
OPOWM
10
One Plus One Wealth Management
Florida
$2.72M -$62.6K -1,681 -2%
AI
11
Atria Investments
North Carolina
$2.39M +$254K +6,814 +12%
PCIA
12
Prime Capital Investment Advisors
Kansas
$2.16M +$209K +5,615 +11%
MWM
13
Maripau Wealth Management
Indiana
$2.11M +$51.4K +1,379 +3%
SHFP
14
Second Half Financial Partners
Florida
$1.83M -$2.87K -77 -0.2%
LRWM
15
Lord & Richards Wealth Management
Colorado
$1.63M +$549K +14,729 +52%
CCP
16
Cushing Capital Partners
Wisconsin
$1.54M +$191K +5,119 +14%
LPL Financial
17
LPL Financial
California
$1.53M -$852K -22,869 -36%
RB
18
Renasant Bank
Mississippi
$1.51M -$340K -9,115 -19%
TVM
19
True Vision MN
Minnesota
$1.29M -$66.3K -1,779 -5%
RIA
20
Regal Investment Advisors
Michigan
$1.14M +$1.12M +30,181 New
IAA
21
Independent Advisor Alliance
North Carolina
$993K +$550K +14,759 +127%
WS
22
Wilian Securities
Minnesota
$979K +$968K +25,979 New
OMC
23
Old Mission Capital
Illinois
$837K -$756K -20,293 -48%
Jane Street
24
Jane Street
New York
$768K +$760K +20,398 New
RPGK
25
Retirement Planning Group (Kansas)
Kansas
$550K -$193K -5,186 -26%

DUBS Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q4 2025, worth a combined $280M — up 5.2% from $266M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DUBS positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18.1M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $8.5M sold.

  • 39 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $280M of Aptus Large Cap Enhanced Yield ETF stock for Q4 2025, up 5.2% quarter-over-quarter.
  • 9 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q4 2025 and 4 closed out, a net change of +5 holders.
  • The largest Aptus Large Cap Enhanced Yield ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $18.1M added.
  • The largest Aptus Large Cap Enhanced Yield ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q4 2025.