UPSD

Aptus Large Cap Upside ETF
UPSD

19 hedge funds and large institutions have $104M invested in Aptus Large Cap Upside ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

2.36% less ownership

Funds ownership: 137.16% → 134.8% (-2.4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
19
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
+$21.1M
2
+$3.1M
3
+$2.72M
4
FGG
Financial Guidance Group
Florida
+$2.55M
5
SAW
Signal Advisors Wealth
Michigan
+$2.11M

Top Sellers

1
-$351K
2
-$299K
3
-$188K
4
RB
Renasant Bank
Mississippi
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$43.4M
2
$12.9M
3
$12.2M
4
$7.84M
5
$5.43M
6
$4.08M
7
$2.75M
8
$2.72M
9
$2.4M
10
$1.92M
11
$1.67M
12
$1.63M
13
$1.58M
14
$1.5M
15
$705K
16
$673K
17
$413K
18
$379K
19
$173
20
–
21
–