Aptus Large Cap Upside ETF
UPSD
4 hedge funds and large institutions have $9.06M invested in Aptus Large Cap Upside ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
48.57% more ownership
Funds ownership: 0% → 48.57% (+49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.43M |
| 2 |
Jane Street
New York
|
+$1.27M |
| 3 |
SG
StoneX Group
New York
|
+$358K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $7.09M | +$7.43M | +296,498 | New |
|
|
2
Jane Street
New York
| $1.21M | +$1.27M | +50,588 | New |
|
|
CCP
3
Cushing Capital Partners
Delafield,
Wisconsin
| $417K | +$437K | +17,441 | New |
|
|
SG
4
StoneX Group
New York
| $342K | +$358K | +14,295 | New |
|
UPSD Hedge Fund Activity: Q4 2024 in Review
4 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q4 2024, worth a combined $9.06M.
Buyers outnumbered sellers: 4 funds opened new UPSD positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $7.43M.
- 4 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $9.06M of Aptus Large Cap Upside ETF stock for Q4 2024.
- 4 funds opened new Aptus Large Cap Upside ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest Aptus Large Cap Upside ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $7.43M added.
Based on aggregated 13F filings for Q4 2024.