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Aptus International Enhanced Yield ETF
IDUB

25 hedge funds and large institutions have $207M invested in Aptus International Enhanced Yield ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $180M → $207M (+$27.2M)

9% more funds holding

Funds holding: 23 → 25 (+2)

0.62% more ownership

Funds ownership: 117.94% → 118.56% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
15
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$16.3M
2
ACA
Aptus Capital Advisors
Alabama
+$4.91M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.71M
4
PPC
Park Place Capital
Alabama
+$4.01M
5
SLC
Second Line Capital
Louisiana
+$1.85M

Top Sellers

1
SAW
Signal Advisors Wealth
Michigan
-$441K
2
OMC
Old Mission Capital
Illinois
-$396K
3
ARC
Advisor Resource Council
Texas
-$223K
4
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$68.9K
5
MWM
Maripau Wealth Management
Indiana
-$12.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$92.3M +$4.91M +235,652 +6%
IWC
2
Integrated Wealth Concepts
Massachusetts
$28.5M +$16.3M +783,302 +130%
SLC
3
Second Line Capital
Louisiana
$21.5M +$1.85M +88,619 +9%
SWM
4
Sugarloaf Wealth Management
Georgia
$20M +$325K +15,587 +2%
WC
5
Waterloo Capital
Texas
$13.7M +$339K +16,276 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.73M +$4.71M +225,662 +150%
PPC
7
Park Place Capital
Alabama
$6.99M +$4.01M +192,188 +130%
SOS
8
Silver Oak Securities
Tennessee
$4.18M +$588K +28,182 +16%
OPOWM
9
One Plus One Wealth Management
Florida
$2.15M +$84.2K +4,036 +4%
MWM
10
MBE Wealth Management
Wisconsin
$1.89M +$107K +5,144 +6%
UAG
11
United Advisor Group
Ohio
$1.87M +$1.09M +52,462 +136%
RB
12
Renasant Bank
Mississippi
$1.54M +$1.57M +75,075 New
TVM
13
True Vision MN
Minnesota
$1.13M +$1.15M +54,971 New
AI
14
Atria Investments
North Carolina
$1.13M +$18.7K +896 +2%
LPL Financial
15
LPL Financial
California
$1.01M +$1.02M +48,939 New
AFG
16
Atomi Financial Group
New York
$838K +$47.5K +2,276 +6%
MWM
17
Maripau Wealth Management
Indiana
$291K -$12.9K -620 -4%
GRP
18
Global Retirement Partners
California
$136K +$1.35K +65 +1%
CAS
19
Coppell Advisory Solutions
Texas
$70.2K +$71.2K +3,416 New
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.7K -$68.9K -3,305 -60%
Osaic Holdings
21
Osaic Holdings
Arizona
$38.9K +$39.5K +1,893 New
FHC
22
First Heartland Consultants
Missouri
$7.46K +$185K +8,878 +3%
Bank of America
23
Bank of America
North Carolina
$7.32K +$7.42K +356 New
CA
24
CoreCap Advisors
Michigan
$2.1K -$5.82K -279 -73%
Morgan Stanley
25
Morgan Stanley
New York
$29 – – –
1
2

IDUB Hedge Fund Activity: Q2 2024 in Review

25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus International Enhanced Yield ETF (IDUB) for Q2 2024, worth a combined $207M — up 15% from $180M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IDUB positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $16.3M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $441K sold.

  • 25 institutional investors held Aptus International Enhanced Yield ETF (IDUB) as of Q2 2024, up from 23 in Q1 2024.
  • Funds reported $207M of Aptus International Enhanced Yield ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 6 funds opened new Aptus International Enhanced Yield ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Aptus International Enhanced Yield ETF buyer in Q2 2024 was Integrated Wealth Concepts, an estimated $16.3M added.
  • The largest Aptus International Enhanced Yield ETF seller in Q2 2024 was Signal Advisors Wealth, an estimated $441K sold.

Based on aggregated 13F filings for Q2 2024.