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Aptus International Enhanced Yield ETF

21 hedge funds and large institutions have $136M invested in Aptus International Enhanced Yield ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more funds holding

Funds holding: 1421 (+7)

27.96% more ownership

Funds ownership: 73.61%101.57% (+28%)

26% more capital invested

Capital invested by funds: $108M → $136M (+$27.6M)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
9
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$54M -$3.93M -185,440 -6%
SWM
2
Sugarloaf Wealth Management
Georgia
$20.1M +$3.84M +181,251 +22%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.9M +$15M +707,539 +300%
FP
4
Fiduciary Planning
Florida
$15.9M +$16.8M +792,603 New
FHC
5
First Heartland Consultants
Missouri
$13.4M +$232K +10,930 +2%
DAM
6
Derbend Asset Management
Georgia
$5.08M +$5.37M +253,380 New
SOS
7
Silver Oak Securities
Tennessee
$2.52M +$2.68M +126,301 New
OPOWM
8
One Plus One Wealth Management
Florida
$1.2M +$1.27M +59,838 New
OMC
9
Old Mission Capital
Illinois
$1.17M +$1.24M +58,492 New
ASN
10
Advisory Services Network
Georgia
$891K +$34.1K +1,607 +4%
MWM
11
MBE Wealth Management
Wisconsin
$464K +$491K +23,141 New
IA
12
IFP Advisors
Florida
$415K
SCFS
13
S.C. Financial Services
Arizona
$346K +$71.7K +3,379 +24%
VCM
14
Virtue Capital Management
Tennessee
$268K -$76.9K -3,626 -21%
SPC
15
Sigma Planning Corp
Michigan
$244K +$58.6K +2,761 +29%
PWS
16
Precision Wealth Strategies
Missouri
$241K -$8.23K -388 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$169K +$179K +8,449 New
APW
18
Axim Planning & Wealth
Ohio
$137K +$145K +6,839 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$7.62K +359 +23%
CA
20
CoreCap Advisors
Michigan
$13K +$13.4K +633 New
UBS Group
21
UBS Group
Switzerland
$12K +$6.7K +316 +114%
Jane Street
22
Jane Street
New York
-$559K -24,599 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$384K -16,881 Closed

IDUB Hedge Fund Activity: Q2 2022 in Review

21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aptus International Enhanced Yield ETF (IDUB) for Q2 2022, worth a combined $136M — up 26% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IDUB positions and 2 closed out — a net gain of 7 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Fiduciary Planning, opening a new position worth an estimated $16.8M. The largest seller was Aptus Capital Advisors, cutting an estimated $3.93M.

  • 21 institutional investors held Aptus International Enhanced Yield ETF (IDUB) as of Q2 2022, up from 14 in Q1 2022.
  • Funds reported $136M of Aptus International Enhanced Yield ETF stock for Q2 2022, up 26% quarter-over-quarter.
  • 9 funds opened new Aptus International Enhanced Yield ETF positions in Q2 2022 and 2 closed out, a net change of +7 holders.
  • The largest Aptus International Enhanced Yield ETF buyer in Q2 2022 was Fiduciary Planning, an estimated $16.8M added.
  • The largest Aptus International Enhanced Yield ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2022.