Aptus Large Cap Upside ETF
UPSD
30 hedge funds and large institutions have $165M invested in Aptus Large Cap Upside ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 1 closing their positions.
950% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 2
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $137M → $165M (+$28.5M)
11% more funds holding
Funds holding: 27 → 30 (+3)
4.54% more ownership
Funds ownership: 144.75% → 149.29% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$5.72M |
| 2 |
WS
Wilian Securities
Vadnais Heights,
Minnesota
|
+$4.08M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.87M |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$2.01M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
-$6.78M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$27.5K |
| 3 |
SLC
Second Line Capital
Metairie,
Louisiana
|
-$18.8K |
UPSD Hedge Fund Activity: Q2 2026 in Review
30 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q2 2026, worth a combined $165M — up 21% from $137M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UPSD positions and 1 closed out — a net gain of 3 holders — while 21 added to existing stakes and 2 trimmed.
The largest buyer was Signal Advisors Wealth, adding an estimated $5.72M. The largest seller was Uniting Wealth Partners, exiting entirely with an estimated $6.78M sold.
- 30 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q2 2026, up from 27 in Q1 2026.
- Funds reported $165M of Aptus Large Cap Upside ETF stock for Q2 2026, up 21% quarter-over-quarter.
- 4 funds opened new Aptus Large Cap Upside ETF positions in Q2 2026 and 1 closed out, a net change of +3 holders.
- The largest Aptus Large Cap Upside ETF buyer in Q2 2026 was Signal Advisors Wealth, an estimated $5.72M added.
- The largest Aptus Large Cap Upside ETF seller in Q2 2026 was Uniting Wealth Partners, an estimated $6.78M sold.
Based on aggregated 13F filings for Q2 2026.