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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
ACA
1
Aptus Capital Advisors
Alabama
$101M +$5.03M +226,697 +5%
SLC
2
Second Line Capital
Louisiana
$19.9M +$1.64M +74,094 +9%
TPW
3
Talon Private Wealth
Florida
$17.9M +$17.9M +808,593 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17M +$17M +766,189 New
SAW
5
Signal Advisors Wealth
Michigan
$16.7M +$514K +23,156 +3%
IWC
6
Integrated Wealth Concepts
Massachusetts
$16.5M +$6.64M +299,099 +67%
BCM
7
Brookstone Capital Management
Illinois
$14.8M +$255K +11,510 +2%
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.8M -$569K -25,635 -4%
SFG
9
Sunburst Financial Group
Alabama
$12.1M +$935K +42,143 +8%
SFG
10
SevenBridge Financial Group
Pennsylvania
$8.44M +$522K +23,518 +7%
6SA
11
6th Street Advisors
Alabama
$5.9M +$5.91M +266,314 New
PPC
12
Park Place Capital
Alabama
$4.96M +$777K +34,991 +19%
UWP
13
Uniting Wealth Partners
Kansas
$4.23M +$4.21M +189,543 New
WC
14
Waterloo Capital
Texas
$4.2M +$819K +36,898 +24%
FGG
15
Financial Guidance Group
Florida
$3.78M +$311K +14,026 +9%
IAA
16
Independent Advisor Alliance
North Carolina
$3.63M +$2.07M +93,170 +132%
SOS
17
Silver Oak Securities
Tennessee
$3.51M -$26.4K -1,190 -0.7%
UAG
18
United Advisor Group
Ohio
$3.34M +$377K +16,992 +13%
LRWM
19
Lord & Richards Wealth Management
Colorado
$2.67M +$32K +1,443 +1%
CCP
20
Cushing Capital Partners
Wisconsin
$2.66M +$350K +15,750 +15%
MWM
21
MBE Wealth Management
Wisconsin
$2.58M -$120K -5,419 -4%
OPOWM
22
One Plus One Wealth Management
Florida
$2.57M +$99.2K +4,469 +4%
ASN
23
Advisory Services Network
Georgia
$2.31M +$638K +28,755 +38%
PCIA
24
Prime Capital Investment Advisors
Kansas
$2.28M +$346K +15,598 +18%
LPL Financial
25
LPL Financial
California
$2.22M -$316K -14,251 -12%