UPSD

Aptus Large Cap Upside ETF
UPSD

20 hedge funds and large institutions have $120M invested in Aptus Large Cap Upside ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

2.95% less ownership

Funds ownership: 134.8% → 131.85% (-3%)

Holders
20
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
+$2.06M
2
+$1.61M
3
+$1.03M
4
ACA
Aptus Capital Advisors
Alabama
+$745K
5
FGG
Financial Guidance Group
Florida
+$411K

Top Sellers

1
-$19.4K
2
-$1.32K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$47.6M
2
$14M
3
$13.3M
4
$10.6M
5
$7.53M
6
$5.48M
7
$3.4M
8
$3.08M
9
$2.61M
10
$2.13M
11
$2.11M
12
$2.05M
13
$1.88M
14
$1.82M
15
$1.02M
16
$742K
17
$476K
18
$445K
19
$26.7K
20
$187