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Aptus Enhanced Yield ETF

40 hedge funds and large institutions have $207M invested in Aptus Enhanced Yield ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+13
Holders Change %
+48.15%
% of All Funds
0.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
16
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1
Sugarloaf Wealth Management
Georgia
$34.7M 1,466,896 -107,388 -7%
IWC
2
Integrated Wealth Concepts
Massachusetts
$28.3M 1,196,795 +646,517 +117%
BCM
3
Bienville Capital Management
New York
$27.9M 1,179,838 -984,562 -45%
FHC
4
First Heartland Consultants
Missouri
$14M 593,131 +7,121 +1%
ICM
5
Intrepid Capital Management
Florida
$12M 505,134 +505,134 New
JSL
6
JT Stratford LLC
Georgia
$11.3M 478,366 +55,931 +13%
OP
7
ORG Partners
Indiana
$10.3M 436,875 +436,875 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M 428,890 +406,168 +1,788%
WC
9
Waterloo Capital
Texas
$8.85M 374,126 -14,350 -4%
ASN
10
Advisory Services Network
Georgia
$7.16M 302,737 -40,125 -12%
TA
11
TrueWealth Advisors
Alabama
$6.83M 288,819 -68,098 -19%
PWS
12
Precision Wealth Strategies
Missouri
$5.23M 221,171 +78,898 +55%
SOS
13
Silver Oak Securities
Tennessee
$3.52M 148,747 +33,690 +29%
SAG
14
Spotlight Asset Group
Illinois
$2.93M 121,106
AI
15
Atria Investments
North Carolina
$2.64M 111,359 +111,359 New
SWA
16
Stratos Wealth Advisors
Ohio
$2.51M 105,934 -2,251 -2%
OPOWM
17
One Plus One Wealth Management
Florida
$2.33M 98,541 -63,020 -39%
LPL Financial
18
LPL Financial
California
$1.88M 79,352 +40,584 +105%
SAW
19
Signal Advisors Wealth
Michigan
$1.82M 76,974 +76,974 New
UAG
20
United Advisor Group
Ohio
$1.41M 59,601 +59,601 New
MWM
21
Maripau Wealth Management
Indiana
$1.4M 59,270 +59,270 New
GSEP
22
Golden State Equity Partners
California
$1.33M 56,253 -18,135 -24%
MWM
23
MBE Wealth Management
Wisconsin
$1.16M 49,142 -6,128 -11%
Mariner
24
Mariner
Kansas
$1.13M 47,906 +47,906 New
Jane Street
25
Jane Street
New York
$1.1M 46,462 +28,899 +165%