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Aptus International Enhanced Yield ETF

23 hedge funds and large institutions have $180M invested in Aptus International Enhanced Yield ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

54% more capital invested

Capital invested by funds: $117M → $180M (+$63M)

35% more funds holding

Funds holding: 1723 (+6)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14.46% more ownership

Funds ownership: 103.48%117.94% (+14%)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
8
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$88.5M +$16.4M +809,872 +24%
SLC
2
Second Line Capital
Louisiana
$20M +$17.6M +873,486 +1,021%
SWM
3
Sugarloaf Wealth Management
Georgia
$19.9M +$2.46M +121,581 +15%
WC
4
Waterloo Capital
Texas
$13.5M +$1.36M +67,390 +12%
IWC
5
Integrated Wealth Concepts
Massachusetts
$12.5M +$9.57M +473,650 +372%
FHC
6
First Heartland Consultants
Missouri
$7.37M -$340K -16,835 -5%
SOS
7
Silver Oak Securities
Tennessee
$3.65M +$328K +16,257 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.12M +$3.03M +150,168 New
PPC
9
Park Place Capital
Alabama
$3.08M +$2.99M +147,987 New
OPOWM
10
One Plus One Wealth Management
Florida
$2.1M +$953K +47,155 +88%
MWM
11
MBE Wealth Management
Wisconsin
$1.81M +$455K +22,527 +35%
AI
12
Atria Investments
North Carolina
$1.12M -$46.9K -2,320 -4%
UAG
13
United Advisor Group
Ohio
$801K +$778K +38,501 New
AFG
14
Atomi Financial Group
New York
$801K +$88.9K +4,400 +13%
SAW
15
Signal Advisors Wealth
Michigan
$441K +$428K +21,177 New
OMC
16
Old Mission Capital
Illinois
$396K +$384K +19,017 New
MWM
17
Maripau Wealth Management
Indiana
$307K +$298K +14,763 New
ARC
18
Advisor Resource Council
Texas
$223K +$225K +11,154 New
GRP
19
Global Retirement Partners
California
$136K +$38.7K +1,917 +41%
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$114K -$41K -2,031 -27%
CA
21
CoreCap Advisors
Michigan
$7.92K +$7.7K +381 New
UBS Group
22
UBS Group
Switzerland
$2.54K -$586 -29 -19%
Morgan Stanley
23
Morgan Stanley
New York
$30 -$20 -1 -50%
Citadel Advisors
24
Citadel Advisors
Florida
-$291K -14,568 Closed

IDUB Hedge Fund Activity: Q1 2024 in Review

23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aptus International Enhanced Yield ETF (IDUB) for Q1 2024, worth a combined $180M — up 54% from $117M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IDUB positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Second Line Capital, adding an estimated $17.6M. The largest seller was First Heartland Consultants, cutting an estimated $340K.

  • 23 institutional investors held Aptus International Enhanced Yield ETF (IDUB) as of Q1 2024, up from 17 in Q4 2023.
  • Funds reported $180M of Aptus International Enhanced Yield ETF stock for Q1 2024, up 54% quarter-over-quarter.
  • 8 funds opened new Aptus International Enhanced Yield ETF positions in Q1 2024 and 1 closed out, a net change of +7 holders.
  • The largest Aptus International Enhanced Yield ETF buyer in Q1 2024 was Second Line Capital, an estimated $17.6M added.
  • The largest Aptus International Enhanced Yield ETF seller in Q1 2024 was First Heartland Consultants, an estimated $340K sold.

Based on aggregated 13F filings for Q1 2024.