UPSD

Aptus Large Cap Upside ETF
UPSD

Overview Fund Trends Analyst Outlook Journalist POV

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

88.59% more ownership

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

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$19.4M
2
+$8.64M
3
+$5.67M
4
UWP
Uniting Wealth Partners
Kansas
+$3.1M
5
SAW
Signal Advisors Wealth
Michigan
+$2.95M

Top Sellers

1
-$342K
2
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$19.4M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.93M
PPC
3
Park Place Capital
Alabama
$8.64M
WC
4
Waterloo Capital
Texas
$5.67M
UWP
5
Uniting Wealth Partners
Kansas
$3.1M
SAW
6
Signal Advisors Wealth
Michigan
$2.95M
RB
7
Renasant Bank
Mississippi
$2.38M
MWM
8
MBE Wealth Management
Wisconsin
$1.73M
MWM
9
Maripau Wealth Management
Indiana
$1.52M
CCP
10
Cushing Capital Partners
Wisconsin
$1.39M
Jane Street
11
Jane Street
New York
$849K
SOS
12
Silver Oak Securities
Tennessee
$673K
LRWM
13
Lord & Richards Wealth Management
Colorado
$536K
ASN
14
Advisory Services Network
Georgia
$351K
AI
15
Atria Investments
North Carolina
$344K
TPW
16
Talon Private Wealth
Florida
$299K
SG
17
StoneX Group
New York
–