UPSD

Aptus Large Cap Upside ETF
UPSD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
12
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$43.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.9M
3
PPC
Park Place Capital
Alabama
$12.2M
4
FGG
Financial Guidance Group
Florida
$2.75M
5
SAW
Signal Advisors Wealth
Michigan
$5.43M

Top Sellers

1
ASN
Advisory Services Network
Georgia
$0
2
TPW
Talon Private Wealth
Florida
$0
3
Jane Street
Jane Street
New York
$705K
4
RB
Renasant Bank
Mississippi
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$43.4M +$22.7M +919,627 +110%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.9M +$3.34M +135,278 +35%
PPC
3
Park Place Capital
Alabama
$12.2M +$2.93M +118,545 +32%
WC
4
Waterloo Capital
Texas
$7.84M +$1.79M +72,245 +29%
SAW
5
Signal Advisors Wealth
Michigan
$5.43M +$2.28M +92,138 +72%
UWP
6
Uniting Wealth Partners
Kansas
$4.08M +$768K +31,056 +23%
FGG
7
Financial Guidance Group
Florida
$2.75M +$2.75M +111,241 New
MWM
8
Maripau Wealth Management
Indiana
$2.72M +$1.09M +43,698 +67%
RB
9
Renasant Bank
Mississippi
$2.4M -$134K -5,434 -5%
MWM
10
MBE Wealth Management
Wisconsin
$1.92M +$75.1K +3,036 +4%
SOS
11
Silver Oak Securities
Tennessee
$1.67M +$945K +38,217 +130%
CCP
12
Cushing Capital Partners
Wisconsin
$1.63M +$146K +5,887 +10%
SLC
13
Second Line Capital
Louisiana
$1.58M +$1.58M +63,946 New
LRWM
14
Lord & Richards Wealth Management
Colorado
$1.5M +$924K +37,365 +161%
Jane Street
15
Jane Street
New York
$705K -$202K -8,174 -22%
OPOWM
16
One Plus One Wealth Management
Florida
$673K +$673K +27,212 New
TVM
17
True Vision MN
Minnesota
$413K +$413K +16,722 New
AI
18
Atria Investments
North Carolina
$379K +$11.6K +471 +3%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$173 +$173 +7 New
ASN
20
Advisory Services Network
Georgia
– -$351K -15,169 Closed
TPW
21
Talon Private Wealth
Florida
– -$299K -12,917 Closed