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UPSD

Aptus Large Cap Upside ETF
UPSD

16 hedge funds and large institutions have $58.8M invested in Aptus Large Cap Upside ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

549% more capital invested

Capital invested by funds: $9.06M → $58.8M (+$49.7M)

300% more funds holding

Funds holding: 4 → 16 (+12)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

88.59% more ownership

Funds ownership: 48.57% → 137.16% (+89%)

Holders
16
Holders Change
+12
Holders Change %
+300%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$20.3M
2
PPC
Park Place Capital
Alabama
+$9.04M
3
WC
Waterloo Capital
Texas
+$5.93M
4
UWP
Uniting Wealth Partners
Kansas
+$3.25M
5
SAW
Signal Advisors Wealth
Michigan
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
-$342K
2
Jane Street
Jane Street
New York
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$19.4M +$20.3M +837,537 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.93M +$2.16M +89,156 +30%
PPC
3
Park Place Capital
Alabama
$8.64M +$9.04M +373,096 New
WC
4
Waterloo Capital
Texas
$5.67M +$5.93M +244,945 New
UWP
5
Uniting Wealth Partners
Kansas
$3.1M +$3.25M +134,059 New
SAW
6
Signal Advisors Wealth
Michigan
$2.95M +$3.08M +127,304 New
RB
7
Renasant Bank
Mississippi
$2.38M +$2.48M +102,578 New
MWM
8
MBE Wealth Management
Wisconsin
$1.73M +$1.81M +74,693 New
MWM
9
Maripau Wealth Management
Indiana
$1.52M +$1.59M +65,478 New
CCP
10
Cushing Capital Partners
Wisconsin
$1.39M +$1.03M +42,447 +243%
Jane Street
11
Jane Street
New York
$849K -$337K -13,914 -28%
SOS
12
Silver Oak Securities
Tennessee
$673K +$714K +29,459 New
LRWM
13
Lord & Richards Wealth Management
Colorado
$536K +$561K +23,154 New
ASN
14
Advisory Services Network
Georgia
$351K +$367K +15,169 New
AI
15
Atria Investments
North Carolina
$344K +$360K +14,870 New
TPW
16
Talon Private Wealth
Florida
$299K +$313K +12,917 New
SG
17
StoneX Group
New York
– -$342K -14,295 Closed

UPSD Hedge Fund Activity: Q1 2025 in Review

16 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q1 2025, worth a combined $58.8M — up 549% from $9.06M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UPSD positions and 1 closed out — a net gain of 12 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $20.3M. The largest seller was StoneX Group, exiting entirely with an estimated $342K sold.

  • 16 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q1 2025, up from 4 in Q4 2024.
  • Funds reported $58.8M of Aptus Large Cap Upside ETF stock for Q1 2025, up 549% quarter-over-quarter.
  • 13 funds opened new Aptus Large Cap Upside ETF positions in Q1 2025 and 1 closed out, a net change of +12 holders.
  • The largest Aptus Large Cap Upside ETF buyer in Q1 2025 was Aptus Capital Advisors, an estimated $20.3M added.
  • The largest Aptus Large Cap Upside ETF seller in Q1 2025 was StoneX Group, an estimated $342K sold.

Based on aggregated 13F filings for Q1 2025.