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Aptus Enhanced Yield ETF

46 hedge funds and large institutions have $252M invested in Aptus Enhanced Yield ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$90M
SLC
2
Second Line Capital
Louisiana
$18.1M
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.9M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.9M
IWC
5
Integrated Wealth Concepts
Massachusetts
$15.5M
BCM
6
Brookstone Capital Management
Illinois
$14.4M
SAW
7
Signal Advisors Wealth
Michigan
$13.1M
SFG
8
Sunburst Financial Group
Alabama
$12M
SFG
9
SevenBridge Financial Group
Pennsylvania
$8.04M
PPC
10
Park Place Capital
Alabama
$4.19M
WC
11
Waterloo Capital
Texas
$3.76M
SOS
12
Silver Oak Securities
Tennessee
$3.45M
UWP
13
Uniting Wealth Partners
Kansas
$3.37M
LPL Financial
14
LPL Financial
California
$2.98M
UAG
15
United Advisor Group
Ohio
$2.92M
CCP
16
Cushing Capital Partners
Wisconsin
$2.72M
MWM
17
MBE Wealth Management
Wisconsin
$2.67M
LRWM
18
Lord & Richards Wealth Management
Colorado
$2.47M
ASN
19
Advisory Services Network
Georgia
$2.08M
FGG
20
Financial Guidance Group
Florida
$1.95M
MWM
21
Maripau Wealth Management
Indiana
$1.61M
SHFP
22
Second Half Financial Partners
Florida
$1.54M
FHC
23
First Heartland Consultants
Missouri
$1.49M
BCI
24
Brinker Capital Investments
Pennsylvania
$1.34M
Osaic Holdings
25
Osaic Holdings
Arizona
$1.28M