Aptus Large Cap Upside ETF
UPSD
27 hedge funds and large institutions have $137M invested in Aptus Large Cap Upside ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
15.16% more ownership
Funds ownership: 129.58% → 144.75% (+15%)
13% more capital invested
Capital invested by funds: $121M → $137M (+$15.3M)
13% more funds holding
Funds holding: 24 → 27 (+3)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.64M |
| 3 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$1.24M |
| 4 |
FGG
Financial Guidance Group
Palm Harbor,
Florida
|
+$561K |
| 5 |
SLC
Second Line Capital
Metairie,
Louisiana
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$2.12M |
| 2 |
SAI
Savvy Advisors Inc
New York
|
-$1.44M |
| 3 |
WS
Wilian Securities
Vadnais Heights,
Minnesota
|
-$1.27M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$461K |
| 5 |
TVM
True Vision MN
Woodbury,
Minnesota
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGAM
26
Princeton Global Asset Management
Princeton,
New Jersey
| $28.8K | +$30.6K | +1,130 | New |
|
|
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $179 | – | – | – |
|
|
SAI
28
Savvy Advisors Inc
New York
| – | -$1.44M | -53,808 | Closed |
|
|
WS
29
Wilian Securities
Vadnais Heights,
Minnesota
| – | -$1.27M | -47,464 | Closed |
|
|
OMC
30
Old Mission Capital
Chicago,
Illinois
| – | -$461K | -17,215 | Closed |
|
|
TVM
31
True Vision MN
Woodbury,
Minnesota
| – | -$446K | -16,669 | Closed |
|
|
OC
32
Optima Capital
Beaverton,
Oregon
| – | -$10.5K | -391 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$4.34K | -162 | Closed |
|
UPSD Hedge Fund Activity: Q1 2026 in Review
27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q1 2026, worth a combined $137M — up 13% from $121M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UPSD positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.12M.
- 27 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q1 2026, up from 24 in Q4 2025.
- Funds reported $137M of Aptus Large Cap Upside ETF stock for Q1 2026, up 13% quarter-over-quarter.
- 9 funds opened new Aptus Large Cap Upside ETF positions in Q1 2026 and 6 closed out, a net change of +3 holders.
- The largest Aptus Large Cap Upside ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $16M added.
- The largest Aptus Large Cap Upside ETF seller in Q1 2026 was Aptus Capital Advisors, an estimated $2.12M sold.
Based on aggregated 13F filings for Q1 2026.