ADME icon

Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

51 hedge funds and large institutions have $279M invested in Aptus Behavioral Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
7
Increased
21
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$129M
2
SAW
2
Signal Advisors Wealth
Michigan
$9.56M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M
4
WC
4
Waterloo Capital
Texas
$12.5M
5
UWP
5
Uniting Wealth Partners
Kansas
$4.11M

Top Sellers

1
CG
1
Clarus Group
Texas
$0
2
FHC
2
First Heartland Consultants
Missouri
$0
3
SHF
3
Safe Harbor Fiduciary
Florida
$62.1K
4
ARC
4
Advisor Resource Council
Texas
$331K
5
BCM
5
Bienville Capital Management
New York
$7.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$759K 15,754 +15,754 New
FAM
27
Formidable Asset Management
Ohio
$673K 15,155 – –
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$665K 13,807 -886 -6%
BF
29
Brogan Financial
Tennessee
$538K 11,167 +766 +7%
IAA
30
Independent Advisor Alliance
North Carolina
$473K 9,816 +9,816 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$463K 9,616 +9,616 New
BF
32
BOK Financial
Oklahoma
$392K 8,133 +1,543 +23%
ARC
33
Advisor Resource Council
Texas
$331K 6,866 -33,372 -83%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$310K 6,425 -10,200 -61%
BIG
35
Brookwood Investment Group
Arizona
$263K 5,450 +5,450 New
UBS Group
36
UBS Group
Switzerland
$236K 4,892 +4,892 New
APW
37
Axim Planning & Wealth
Ohio
$235K 4,884 -82 -2%
GIA
38
Gladstone Institutional Advisory
Florida
$213K 4,420 +4,420 New
OP
39
ORG Partners
Indiana
$178K 3,700 -153 -4%
GRP
40
Global Retirement Partners
California
$82K 1,701 +1,701 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$66.5K 1,380 -1,615 -54%
SHF
42
Safe Harbor Fiduciary
Florida
$62.1K 1,289 -80,459 -98%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$29K 600 – –
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$19K 395 +395 New
HI
45
Harbour Investments
Wisconsin
$16.6K 344 – –
Osaic Holdings
46
Osaic Holdings
Arizona
$11.2K 232 +7 +3%
PA
47
Parallel Advisors
California
$10.2K 211 – –
WP
48
WealthShield Partners
North Carolina
$5.98K 124 -112 -47%
CA
49
CoreCap Advisors
Michigan
$5.64K 117 – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2K 44 – –
1
2
3