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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6.97% less ownership

Funds ownership: 138.43%131.47% (-7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $454K

Holders
56
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$454K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$150M
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.5M
IWC
3
Integrated Wealth Concepts
Massachusetts
$26.3M
TPW
4
Talon Private Wealth
Florida
$23.1M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19M
SLC
6
Second Line Capital
Louisiana
$17.6M
BCM
7
Brookstone Capital Management
Illinois
$13.8M
SFG
8
Sunburst Financial Group
Alabama
$12.1M
SAW
9
Signal Advisors Wealth
Michigan
$7.81M
WC
10
Waterloo Capital
Texas
$5.67M
PPC
11
Park Place Capital
Alabama
$5.53M
ICM
12
Intrepid Capital Management
Florida
$4.98M
SOS
13
Silver Oak Securities
Tennessee
$4.43M
JSL
14
JT Stratford LLC
Georgia
$4.13M
SFG
15
SevenBridge Financial Group
Pennsylvania
$3.79M
MWM
16
MBE Wealth Management
Wisconsin
$3.45M
FHC
17
First Heartland Consultants
Missouri
$3.36M
PW
18
Pandora Wealth
Illinois
$3.28M
OPOWM
19
One Plus One Wealth Management
Florida
$3.08M
UAG
20
United Advisor Group
Ohio
$2.95M
CCP
21
Cushing Capital Partners
Wisconsin
$2.86M
ASN
22
Advisory Services Network
Georgia
$2.73M
LPL Financial
23
LPL Financial
California
$2.21M
LRWM
24
Lord & Richards Wealth Management
Colorado
$2.01M
SHFP
25
Second Half Financial Partners
Florida
$1.96M