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Aptus Enhanced Yield ETF

52 hedge funds and large institutions have $356M invested in Aptus Enhanced Yield ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $453K

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$453K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$134M
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.7M
TPW
3
Talon Private Wealth
Florida
$19.3M
SLC
4
Second Line Capital
Louisiana
$17.1M
IWC
5
Integrated Wealth Concepts
Massachusetts
$15.6M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.2M
BCM
7
Brookstone Capital Management
Illinois
$13.7M
SFG
8
Sunburst Financial Group
Alabama
$12.2M
SAW
9
Signal Advisors Wealth
Michigan
$9.91M
SFG
10
SevenBridge Financial Group
Pennsylvania
$5.72M
ICM
11
Intrepid Capital Management
Florida
$4.33M
JSL
12
JT Stratford LLC
Georgia
$4.28M
PPC
13
Park Place Capital
Alabama
$4M
WC
14
Waterloo Capital
Texas
$3.84M
MWM
15
MBE Wealth Management
Wisconsin
$3.45M
SOS
16
Silver Oak Securities
Tennessee
$3.35M
PW
17
Pandora Wealth
Illinois
$2.9M
UAG
18
United Advisor Group
Ohio
$2.88M
UWP
19
Uniting Wealth Partners
Kansas
$2.63M
CCP
20
Cushing Capital Partners
Wisconsin
$2.48M
LPL Financial
21
LPL Financial
California
$2.44M
LRWM
22
Lord & Richards Wealth Management
Colorado
$2.33M
OPOWM
23
One Plus One Wealth Management
Florida
$2.13M
ASN
24
Advisory Services Network
Georgia
$1.94M
MWM
25
Maripau Wealth Management
Indiana
$1.64M