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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
OPOWM
26
One Plus One Wealth Management
Florida
$1.24M
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.12M
RB
28
Renasant Bank
Mississippi
$883K
TVM
29
True Vision MN
Minnesota
$742K
AI
30
Atria Investments
North Carolina
$697K
TA
31
TrueWealth Advisors
Alabama
$644K
OMC
32
Old Mission Capital
Illinois
$565K
Goldman Sachs
33
Goldman Sachs
New York
$557K
CWP
34
Cyndeo Wealth Partners
Florida
$531K
IAA
35
Independent Advisor Alliance
North Carolina
$385K
RIA
36
Regal Investment Advisors
Michigan
$380K
BIG
37
Brookwood Investment Group
Arizona
$365K
GIA
38
Gladstone Institutional Advisory
Florida
$280K
VCM
39
Virtue Capital Management
Tennessee
$259K
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$256K
AAP
41
Arax Advisory Partners
Colorado
$90.3K
Morgan Stanley
42
Morgan Stanley
New York
$43.9K
PA
43
Parallel Advisors
California
$15.3K
HI
44
Harbour Investments
Wisconsin
$9.83K
FWM
45
FSA Wealth Management
Massachusetts
$6.53K
FFA
46
Farther Finance Advisors
California
$2.79K
ICM
47
Intrepid Capital Management
Florida
JSL
48
JT Stratford LLC
Georgia
PW
49
Pandora Wealth
Illinois
Mercer Global Advisors
50
Mercer Global Advisors
Colorado