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UPSD

Aptus Large Cap Upside ETF
UPSD

27 hedge funds and large institutions have $137M invested in Aptus Large Cap Upside ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

15.16% more ownership

Funds ownership: 129.58% → 144.75% (+15%)

13% more capital invested

Capital invested by funds: $121M → $137M (+$15.3M)

13% more funds holding

Funds holding: 24 → 27 (+3)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
9
Increased
13
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16M
2
SAW
Signal Advisors Wealth
Michigan
+$2.64M
3
PPC
Park Place Capital
Alabama
+$1.24M
4
FGG
Financial Guidance Group
Florida
+$561K
5
SLC
Second Line Capital
Louisiana
+$550K

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$2.12M
2
SAI
Savvy Advisors Inc
New York
-$1.44M
3
WS
Wilian Securities
Minnesota
-$1.27M
4
OMC
Old Mission Capital
Illinois
-$461K
5
TVM
True Vision MN
Minnesota
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$48.8M -$2.12M -78,095 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M +$16M +590,532 New
PPC
3
Park Place Capital
Alabama
$14.6M +$1.24M +45,608 +9%
SAW
4
Signal Advisors Wealth
Michigan
$11.3M +$2.64M +97,450 +28%
WC
5
Waterloo Capital
Texas
$10.3M -$72.8K -2,688 -0.7%
UWP
6
Uniting Wealth Partners
Kansas
$6.78M +$413K +15,252 +6%
6SA
7
6th Street Advisors
Alabama
$4.59M +$4.87M +179,843 New
FGG
8
Financial Guidance Group
Florida
$4.09M +$561K +20,698 +15%
MWM
9
Maripau Wealth Management
Indiana
$3.31M +$278K +10,252 +9%
LRWM
10
Lord & Richards Wealth Management
Colorado
$2.77M +$126K +4,645 +4%
SLC
11
Second Line Capital
Louisiana
$2.53M +$550K +20,289 +28%
MWM
12
MBE Wealth Management
Wisconsin
$2.34M +$229K +8,449 +10%
SOS
13
Silver Oak Securities
Tennessee
$2.25M +$95.1K +3,510 +4%
RB
14
Renasant Bank
Mississippi
$1.98M +$11.4K +419 +0.5%
CCP
15
Cushing Capital Partners
Wisconsin
$1.97M -$317K -11,717 -13%
RIA
16
Regal Investment Advisors
Michigan
$1.27M +$44.9K +1,659 +3%
OPOWM
17
One Plus One Wealth Management
Florida
$740K +$32K +1,182 +4%
AI
18
Atria Investments
North Carolina
$661K +$219K +8,086 +45%
Jane Street
19
Jane Street
New York
$384K +$408K +15,057 New
SRS
20
Strong Retirement Solutions
Washington
$240K +$255K +9,398 New
ASN
21
Advisory Services Network
Georgia
$227K -$16.6K -613 -6%
IAA
22
Independent Advisor Alliance
North Carolina
$209K +$222K +8,202 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$123K +$130K +4,812 New
FFA
24
Farther Finance Advisors
California
$33.7K +$35.6K +1,315 New
HI
25
Harbour Investments
Wisconsin
$31.7K +$33.7K +1,244 New
1
2

UPSD Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Aptus Large Cap Upside ETF (UPSD) for Q1 2026, worth a combined $137M — up 13% from $121M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UPSD positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.12M.

  • 27 institutional investors held Aptus Large Cap Upside ETF (UPSD) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $137M of Aptus Large Cap Upside ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 9 funds opened new Aptus Large Cap Upside ETF positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest Aptus Large Cap Upside ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $16M added.
  • The largest Aptus Large Cap Upside ETF seller in Q1 2026 was Aptus Capital Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2026.