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Aptus Enhanced Yield ETF

49 hedge funds and large institutions have $421M invested in Aptus Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.65%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
21
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHFP
26
Second Half Financial Partners
Florida
$1.97M +$45.9K +2,014 +2%
MWM
27
MBE Wealth Management
Wisconsin
$1.68M +$97K +4,261 +6%
SFG
28
SevenBridge Financial Group
Pennsylvania
$1.58M +$1.58M +68,977 New
TVM
29
True Vision MN
Minnesota
$1.23M +$72K +3,160 +6%
TA
30
TrueWealth Advisors
Alabama
$1.2M -$457K -20,059 -28%
FGG
31
Financial Guidance Group
Florida
$1.05M +$183K +8,045 +21%
CWP
32
Cyndeo Wealth Partners
Florida
$946K +$68K +2,985 +8%
LRWM
33
Lord & Richards Wealth Management
Colorado
$940K +$940K +41,287 New
BCI
34
Brinker Capital Investments
Pennsylvania
$931K -$26.8K -1,175 -3%
OPS
35
Orion Portfolio Solutions
Nebraska
$931K -$26.8K -1,175 -3%
RB
36
Renasant Bank
Mississippi
$859K +$516K +22,656 +150%
MCM
37
MAI Capital Management
Ohio
$704K +$704K +30,915 New
Osaic Holdings
38
Osaic Holdings
Arizona
$676K +$152K +6,679 +29%
AI
39
Atria Investments
North Carolina
$657K -$1.28M -56,233 -66%
MPW
40
Magnolia Private Wealth
Pennsylvania
$554K +$554K +24,351 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$360K +$360K +15,804 New
VCM
42
Virtue Capital Management
Tennessee
$223K -$47.2K -2,074 -17%
OMC
43
Old Mission Capital
Illinois
$203K +$203K +8,906 New
PA
44
Parallel Advisors
California
$163K +$25.2K +1,105 +18%
CAS
45
Coppell Advisory Solutions
Texas
$94.1K -$7.13K -313 -7%
Morgan Stanley
46
Morgan Stanley
New York
$44.9K -$198K -8,701 -82%
PTC
47
Private Trust Company
Ohio
$38.7K -$34.2K -1,500 -47%
UBS Group
48
UBS Group
Switzerland
$33.3K +$27.5K +1,207 +470%
AssetMark Inc
49
AssetMark Inc
California
$6.24K +$6.24K +274 New
BCM
50
Bienville Capital Management
New York
-$17.7M -761,423 Closed