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Aptus Enhanced Yield ETF

56 hedge funds and large institutions have $400M invested in Aptus Enhanced Yield ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
13
Increased
27
Reduced
15
Closed
5
Calls
Puts
$454K
Net Calls
-$454K
Net Calls Change
-$454K
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$150M +$19.3M +845,869 +15%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.5M +$3.21M +140,465 +6%
IWC
3
Integrated Wealth Concepts
Massachusetts
$26.3M -$2.36M -103,286 -8%
TPW
4
Talon Private Wealth
Florida
$23.1M -$1.28M -56,160 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19M +$1.45M +63,355 +8%
SLC
6
Second Line Capital
Louisiana
$17.6M +$696K +30,491 +4%
BCM
7
Brookstone Capital Management
Illinois
$13.8M -$6.89M -301,982 -33%
SFG
8
Sunburst Financial Group
Alabama
$12.1M +$486K +21,266 +4%
SAW
9
Signal Advisors Wealth
Michigan
$7.81M +$1.45M +63,715 +23%
WC
10
Waterloo Capital
Texas
$5.67M +$1.09M +47,862 +24%
PPC
11
Park Place Capital
Alabama
$5.53M +$778K +34,096 +16%
ICM
12
Intrepid Capital Management
Florida
$4.98M -$1.46M -64,067 -23%
SOS
13
Silver Oak Securities
Tennessee
$4.43M +$80.7K +3,538 +2%
JSL
14
JT Stratford LLC
Georgia
$4.13M +$167K +7,310 +4%
SFG
15
SevenBridge Financial Group
Pennsylvania
$3.79M +$2.24M +99,937 +145%
MWM
16
MBE Wealth Management
Wisconsin
$3.45M +$1.76M +77,154 +104%
FHC
17
First Heartland Consultants
Missouri
$3.36M -$203K -8,910 -6%
PW
18
Pandora Wealth
Illinois
$3.28M +$3.28M +143,762 New
OPOWM
19
One Plus One Wealth Management
Florida
$3.08M +$189K +8,289 +7%
UAG
20
United Advisor Group
Ohio
$2.95M +$112K +4,909 +4%
CCP
21
Cushing Capital Partners
Wisconsin
$2.86M -$1.86M -81,478 -39%
ASN
22
Advisory Services Network
Georgia
$2.73M +$483K +21,172 +22%
LPL Financial
23
LPL Financial
California
$2.21M -$222K -9,712 -9%
LRWM
24
Lord & Richards Wealth Management
Colorado
$2.01M +$1.06M +46,641 +113%
SHFP
25
Second Half Financial Partners
Florida
$1.96M -$13.5K -592 -0.7%