UPSD

Aptus Large Cap Upside ETF

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
Holders
16
Holders Change
+12
Holders Change %
+300%
% of All Funds
0.22%
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
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$19.4M +$19.4M +837,537 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.93M +$2.06M +89,156 +30%
PPC
3
Park Place Capital
Alabama
$8.64M +$8.64M +373,096 New
WC
4
Waterloo Capital
Texas
$5.67M +$5.67M +244,945 New
UWP
5
Uniting Wealth Partners
Kansas
$3.1M +$3.1M +134,059 New
SAW
6
Signal Advisors Wealth
Michigan
$2.95M +$2.95M +127,304 New
RB
7
Renasant Bank
Mississippi
$2.38M +$2.38M +102,578 New
MWM
8
MBE Wealth Management
Wisconsin
$1.73M +$1.73M +74,693 New
MWM
9
Maripau Wealth Management
Indiana
$1.52M +$1.52M +65,478 New
CCP
10
Cushing Capital Partners
Wisconsin
$1.39M +$983K +42,447 +243%
Jane Street
11
Jane Street
New York
$849K -$322K -13,914 -28%
SOS
12
Silver Oak Securities
Tennessee
$673K +$673K +29,459 New
LRWM
13
Lord & Richards Wealth Management
Colorado
$536K +$536K +23,154 New
ASN
14
Advisory Services Network
Georgia
$351K +$351K +15,169 New
AI
15
Atria Investments
North Carolina
$344K +$344K +14,870 New
TPW
16
Talon Private Wealth
Florida
$299K +$299K +12,917 New
SG
17
StoneX Group
New York
-$342K -14,295 Closed