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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
20
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$10.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.95M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$6.71M
4
SP
SWS Partners
Ohio
+$6.34M
5
PPC
Park Place Capital
Alabama
+$2.53M

Top Sellers

1
UAG
United Advisor Group
Ohio
-$2.56M
2
ARC
Advisor Resource Council
Texas
-$1.87M
3
AFG
Atomi Financial Group
New York
-$516K
4
MFC
Morris Financial Concepts
South Carolina
-$148K
5
FHC
First Heartland Consultants
Missouri
-$48.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$107M +$10.8M +510,593 +11%
IWC
2
Integrated Wealth Concepts
Massachusetts
$37.9M +$6.71M +317,704 +20%
SLC
3
Second Line Capital
Louisiana
$23.3M +$1.02M +48,534 +4%
SWM
4
Sugarloaf Wealth Management
Georgia
$21.1M +$794K +37,599 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.7M +$8.95M +424,075 +92%
WC
6
Waterloo Capital
Texas
$15.4M +$1.11M +52,538 +7%
PPC
7
Park Place Capital
Alabama
$10.7M +$2.53M +119,730 +29%
SP
8
SWS Partners
Ohio
$6.03M +$6.34M +300,389 New
SOS
9
Silver Oak Securities
Tennessee
$5.02M +$345K +16,361 +7%
RB
10
Renasant Bank
Mississippi
$3.36M +$1.7M +80,291 +92%
MWM
11
MBE Wealth Management
Wisconsin
$2.76M +$645K +30,568 +29%
OPOWM
12
One Plus One Wealth Management
Florida
$2.27M +$118K +5,607 +5%
SAW
13
Signal Advisors Wealth
Michigan
$2.05M +$993K +47,039 +85%
CCP
14
Cushing Capital Partners
Wisconsin
$2.03M +$2.14M +101,208 New
IAA
15
Independent Advisor Alliance
North Carolina
$1.59M +$1.67M +78,979 New
LPL Financial
16
LPL Financial
California
$1.46M +$235K +11,148 +18%
SHFP
17
Second Half Financial Partners
Florida
$1.39M +$45.5K +2,157 +3%
TVM
18
True Vision MN
Minnesota
$1.34M +$92.2K +4,367 +7%
AI
19
Atria Investments
North Carolina
$1.3M +$50.1K +2,371 +4%
MWM
20
Maripau Wealth Management
Indiana
$1.26M +$760K +35,972 +134%
ASN
21
Advisory Services Network
Georgia
$1.04M +$1.09M +51,600 New
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$815K +$856K +40,554 New
AFG
23
Atomi Financial Group
New York
$423K -$516K -24,428 -54%
Jane Street
24
Jane Street
New York
$255K +$14.1K +667 +6%
LRWM
25
Lord & Richards Wealth Management
Colorado
$238K +$250K +11,834 New
1
2

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.