Aptus International Enhanced Yield ETF
IDUB
34 hedge funds and large institutions have $269M invested in Aptus International Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.
567% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more funds holding
Funds holding: 28 → 34 (+6)
10% more capital invested
Capital invested by funds: $245M → $269M (+$23.4M)
3.34% more ownership
Funds ownership: 119.38% → 122.72% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$10.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.95M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$6.71M |
| 4 |
SP
SWS Partners
Columbus,
Ohio
|
+$6.34M |
| 5 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
-$2.56M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.87M |
| 3 |
AFG
Atomi Financial Group
New York
|
-$516K |
| 4 |
MFC
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
-$148K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$48.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPW
26
Talon Private Wealth
The Villages,
Florida
| $237K | +$249K | +11,789 | New |
|
|
GS
27
GTS Securities
New York
| $221K | +$232K | +11,011 | New |
|
|
FHC
28
First Heartland Consultants
Lake St. Louis,
Missouri
| $216K | -$48.7K | -2,305 | -18% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $145K | +$8.4K | +398 | +6% |
|
|
CAS
30
Coppell Advisory Solutions
Coppell,
Texas
| $50.8K | -$3.91K | -185 | -7% |
|
|
GWANC
31
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $44.2K | +$486 | +23 | +1% |
|
32
Bank of America
Charlotte,
North Carolina
| $19.4K | +$20.4K | +968 | New |
|
|
CA
33
CoreCap Advisors
Southfield,
Michigan
| $2.05K | – | – | – |
|
34
Morgan Stanley
New York
| $20 | – | – | – |
|
|
UAG
35
United Advisor Group
Cincinnati,
Ohio
| – | -$2.56M | -117,668 | Closed |
|
|
ARC
36
Advisor Resource Council
Dallas,
Texas
| – | -$1.87M | -85,818 | Closed |
|
|
MFC
37
Morris Financial Concepts
Mount Pleasant,
South Carolina
| – | -$148K | -6,787 | Closed |
|
IDUB Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus International Enhanced Yield ETF (IDUB) for Q4 2024, worth a combined $269M — up 9.5% from $245M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IDUB positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 3 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $10.8M. The largest seller was United Advisor Group, exiting entirely with an estimated $2.56M sold.
- 34 institutional investors held Aptus International Enhanced Yield ETF (IDUB) as of Q4 2024, up from 28 in Q3 2024.
- Funds reported $269M of Aptus International Enhanced Yield ETF stock for Q4 2024, up 9.5% quarter-over-quarter.
- 9 funds opened new Aptus International Enhanced Yield ETF positions in Q4 2024 and 3 closed out, a net change of +6 holders.
- The largest Aptus International Enhanced Yield ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $10.8M added.
- The largest Aptus International Enhanced Yield ETF seller in Q4 2024 was United Advisor Group, an estimated $2.56M sold.
Based on aggregated 13F filings for Q4 2024.