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.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
77% more capital invested
Capital invested by funds: $58.8M → $104M (+$45.4M)
19% more funds holding
Funds holding: 16 → 19 (+3)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$21.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.1M |
| 3 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$2.72M |
| 4 |
FGG
Financial Guidance Group
Palm Harbor,
Florida
|
+$2.55M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$351K |
| 2 |
TPW
Talon Private Wealth
The Villages,
Florida
|
-$299K |
| 3 |
Jane Street
New York
|
-$188K |
| 4 |
RB
Renasant Bank
Tupelo,
Mississippi
|
-$125K |
UPSD Hedge Fund Activity: Q2 2025 in Review
19 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q2 2025, worth a combined $104M — up 77% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UPSD positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $21.1M. The largest seller was Advisory Services Network, exiting entirely with an estimated $351K sold.
- 19 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q2 2025, up from 16 in Q1 2025.
- Funds reported $104M of Aptus Large Cap Upside ETF stock for Q2 2025, up 77% quarter-over-quarter.
- 5 funds opened new Aptus Large Cap Upside ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest Aptus Large Cap Upside ETF buyer in Q2 2025 was Aptus Capital Advisors, an estimated $21.1M added.
- The largest Aptus Large Cap Upside ETF seller in Q2 2025 was Advisory Services Network, an estimated $351K sold.
Based on aggregated 13F filings for Q2 2025.