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Aptus Enhanced Yield ETF

49 hedge funds and large institutions have $306M invested in Aptus Enhanced Yield ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $246M → $306M (+$59.3M)

20.37% more ownership

Funds ownership: 112.9%133.28% (+20%)

4% less funds holding

Funds holding: 5149 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
6
Increased
28
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Maripau Wealth Management
Indiana
$2.03M +$55.3K +2,491 +3%
SAI
27
Savvy Advisors Inc
New York
$1.67M -$1M -45,157 -37%
SHFP
28
Second Half Financial Partners
Florida
$1.66M +$95.1K +4,284 +6%
FHC
29
First Heartland Consultants
Missouri
$1.62M +$25.9K +1,167 +2%
SRS
30
Strong Retirement Solutions
Washington
$1.52M -$1.04M -46,639 -41%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.06M -$299K -13,460 -22%
BCI
32
Brinker Capital Investments
Pennsylvania
$1.03M -$286K -12,904 -22%
AI
33
Atria Investments
North Carolina
$999K -$13.5K -606 -1%
RIA
34
Regal Investment Advisors
Michigan
$976K +$32.5K +1,462 +3%
RB
35
Renasant Bank
Mississippi
$897K +$13K +587 +1%
JWBC
36
John W. Brooker & Co
California
$692K +$386K +17,391 +126%
MML Investors Services
37
MML Investors Services
Massachusetts
$648K +$649K +29,236 New
TA
38
TrueWealth Advisors
Alabama
$471K +$2.31K +104 +0.5%
CWP
39
Cyndeo Wealth Partners
Florida
$311K +$2.13K +96 +0.7%
BIG
40
Brookwood Investment Group
Arizona
$308K -$44.4K -2,000 -13%
OMC
41
Old Mission Capital
Illinois
$301K -$639K -28,795 -68%
AAP
42
Arax Advisory Partners
Colorado
$89.7K
PGAM
43
Princeton Global Asset Management
New Jersey
$58.3K
HI
44
Harbour Investments
Wisconsin
$34.8K +$25.1K +1,130 +256%
FFA
45
Farther Finance Advisors
California
$34.7K +$32K +1,442 +1,163%
PA
46
Parallel Advisors
California
$15.8K +$311 +14 +2%
TFA
47
Toth Financial Advisory
Virginia
$14.8K -$64.6K -2,910 -81%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$7.76K +$7.77K +350 New
Morgan Stanley
49
Morgan Stanley
New York
$5.65K -$50.9K -2,293 -90%
HF
50
HRT Financial
New York
-$1.13M -50,935 Closed