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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.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

16% more capital invested

Capital invested by funds: $104M → $120M (+$16.2M)

5% more funds holding

Funds holding: 19 → 20 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.95% less ownership

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

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
16
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Waterloo Capital
Texas
+$2.06M
2
SAW
Signal Advisors Wealth
Michigan
+$1.61M
3
UWP
Uniting Wealth Partners
Kansas
+$1.03M
4
ACA
Aptus Capital Advisors
Alabama
+$745K
5
FGG
Financial Guidance Group
Florida
+$411K

Top Sellers

Rank Fund Capital Flow
1
MWM
MBE Wealth Management
Wisconsin
-$19.4K
2
TVM
True Vision MN
Minnesota
-$1.32K

UPSD Hedge Fund Activity: Q3 2025 in Review

20 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q3 2025, worth a combined $120M — up 16% from $104M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new UPSD positions and 0 closed out — a net gain of 1 holder — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Waterloo Capital, adding an estimated $2.06M. The largest seller was MBE Wealth Management, cutting an estimated $19.4K.

  • 20 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q3 2025, up from 19 in Q2 2025.
  • Funds reported $120M of Aptus Large Cap Upside ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 1 fund opened new Aptus Large Cap Upside ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
  • The largest Aptus Large Cap Upside ETF buyer in Q3 2025 was Waterloo Capital, an estimated $2.06M added.
  • The largest Aptus Large Cap Upside ETF seller in Q3 2025 was MBE Wealth Management, an estimated $19.4K sold.

Based on aggregated 13F filings for Q3 2025.