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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
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$47.6M +$745K +29,284 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M +$133K +5,232 +1%
PPC
3
Park Place Capital
Alabama
$13.3M +$219K +8,605 +2%
WC
4
Waterloo Capital
Texas
$10.6M +$2.06M +80,865 +25%
SAW
5
Signal Advisors Wealth
Michigan
$7.53M +$1.61M +63,128 +29%
UWP
6
Uniting Wealth Partners
Kansas
$5.48M +$1.03M +40,556 +25%
FGG
7
Financial Guidance Group
Florida
$3.4M +$411K +16,145 +15%
MWM
8
Maripau Wealth Management
Indiana
$3.08M +$157K +6,185 +6%
RB
9
Renasant Bank
Mississippi
$2.61M +$23.4K +919 +0.9%
SOS
10
Silver Oak Securities
Tennessee
$2.13M +$306K +12,017 +18%
CCP
11
Cushing Capital Partners
Wisconsin
$2.11M +$336K +13,197 +20%
MWM
12
MBE Wealth Management
Wisconsin
$2.05M -$19.4K -763 -1%
SLC
13
Second Line Capital
Louisiana
$1.88M +$166K +6,538 +10%
LRWM
14
Lord & Richards Wealth Management
Colorado
$1.82M +$193K +7,579 +13%
Jane Street
15
Jane Street
New York
$1.02M +$246K +9,672 +34%
OPOWM
16
One Plus One Wealth Management
Florida
$742K +$15.9K +625 +2%
AI
17
Atria Investments
North Carolina
$476K +$64K +2,514 +16%
TVM
18
True Vision MN
Minnesota
$445K -$1.32K -52 -0.3%
ASN
19
Advisory Services Network
Georgia
$26.7K +$25.4K +1,000 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$187 – – –

UPSD Hedge Fund Activity: Q3 2025 in Review

20 of the 7,620 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.