We are live on ! Find out more
DUBS icon

Aptus Large Cap Enhanced Yield ETF

38 hedge funds and large institutions have $364M invested in Aptus Large Cap Enhanced Yield ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

30% more capital invested

Capital invested by funds: $280M → $364M (+$83.7M)

15.17% more ownership

Funds ownership: 102.17%117.34% (+15%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less funds holding

Funds holding: 3938 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
8
Increased
22
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$137M +$28.5M +759,237 +25%
IWC
2
Integrated Wealth Concepts
Massachusetts
$92.2M +$18.2M +484,010 +23%
SLC
3
Second Line Capital
Louisiana
$19.9M +$6.85M +182,434 +58%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.3M +$941K +25,073 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.2M +$17.9M +475,804 New
PPC
6
Park Place Capital
Alabama
$16.5M +$9.62M +256,355 +127%
6SA
7
6th Street Advisors
Alabama
$11.4M +$11.8M +315,533 New
WC
8
Waterloo Capital
Texas
$7.8M +$65.3K +1,738 +0.8%
SAW
9
Signal Advisors Wealth
Michigan
$7.5M +$1.8M +47,817 +30%
MWM
10
MBE Wealth Management
Wisconsin
$5.12M +$7.92K +211 +0.1%
SOS
11
Silver Oak Securities
Tennessee
$5.08M +$161K +4,281 +3%
OPOWM
12
One Plus One Wealth Management
Florida
$2.8M +$203K +5,412 +7%
IAA
13
Independent Advisor Alliance
North Carolina
$2.78M +$1.91M +50,848 +193%
RB
14
Renasant Bank
Mississippi
$2.75M +$1.35M +36,072 +90%
AI
15
Atria Investments
North Carolina
$2.57M +$300K +8,003 +13%
PCIA
16
Prime Capital Investment Advisors
Kansas
$2.49M +$433K +11,540 +20%
MWM
17
Maripau Wealth Management
Indiana
$2.19M +$173K +4,601 +8%
SHFP
18
Second Half Financial Partners
Florida
$1.88M +$132K +3,516 +7%
RIA
19
Regal Investment Advisors
Michigan
$1.78M +$717K +19,101 +63%
LRWM
20
Lord & Richards Wealth Management
Colorado
$1.63M +$70.7K +1,884 +4%
CCP
21
Cushing Capital Partners
Wisconsin
$1.49M +$9.87K +263 +0.6%
RA
22
RFG Advisory
Alabama
$1.34M +$1.39M +37,149 New
LPL Financial
23
LPL Financial
California
$774K -$715K -19,042 -47%
Jane Street
24
Jane Street
New York
$480K -$267K -7,099 -35%
TC
25
Town Capital
Maryland
$314K -$155K -4,129 -32%

DUBS Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Enhanced Yield ETF (DUBS) for Q1 2026, worth a combined $364M — up 30% from $280M a quarter earlier.

Fund positioning in DUBS was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 22 added to existing stakes and 4 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $28.5M. The largest seller was True Vision MN, exiting entirely with an estimated $1.29M sold.

  • 38 institutional investors held Aptus Large Cap Enhanced Yield ETF (DUBS) as of Q1 2026, down from 39 in Q4 2025.
  • Funds reported $364M of Aptus Large Cap Enhanced Yield ETF stock for Q1 2026, up 30% quarter-over-quarter.
  • 8 funds opened new Aptus Large Cap Enhanced Yield ETF positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest Aptus Large Cap Enhanced Yield ETF buyer in Q1 2026 was Aptus Capital Advisors, an estimated $28.5M added.
  • The largest Aptus Large Cap Enhanced Yield ETF seller in Q1 2026 was True Vision MN, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2026.