Aptus International Enhanced Yield ETF
IDUB
17 hedge funds and large institutions have $117M invested in Aptus International Enhanced Yield ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
13% more funds holding
Funds holding: 15 → 17 (+2)
4.6% less ownership
Funds ownership: 108.08% → 103.48% (-4.6%)
11% less capital invested
Capital invested by funds: $132M → $117M (-$15M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.46M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.09M |
| 3 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$627K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$392K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$13M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$12.6M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$437K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$436K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$265K |
IDUB Hedge Fund Activity: Q4 2023 in Review
17 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Aptus International Enhanced Yield ETF (IDUB) for Q4 2023, worth a combined $117M — down 11% from $132M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IDUB positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.46M. The largest seller was Aptus Capital Advisors, cutting an estimated $13M.
- 17 institutional investors held Aptus International Enhanced Yield ETF (IDUB) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $117M of Aptus International Enhanced Yield ETF stock for Q4 2023, down 11% quarter-over-quarter.
- 5 funds opened new Aptus International Enhanced Yield ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Aptus International Enhanced Yield ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $2.46M added.
- The largest Aptus International Enhanced Yield ETF seller in Q4 2023 was Aptus Capital Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2023.