Aptus Behavioral Momentum ETF
ADME
32 hedge funds and large institutions have $242M invested in Aptus Behavioral Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
39% more funds holding
Funds holding: 23 → 32 (+9)
20% more capital invested
Capital invested by funds: $201M → $242M (+$41.1M)
3.6% more ownership
Funds ownership: 74.43% → 78.03% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$21.9M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.17M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.85M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.39M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$4.49M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$460K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$399K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$34.5K |
| 5 |
MFG
Menard Financial Group
Houston,
Texas
|
-$21.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $23K | +$8.28K | +198 | +61% |
|
|
FHC
28
First Heartland Consultants
Lake St. Louis,
Missouri
| $22.7K | +$21.9M | +523,970 | New |
|
29
Wells Fargo
San Francisco,
California
| $17K | +$42 | +1 | +0.2% |
|
30
Koshinski Asset Management
Decatur,
Illinois
| $16.9K | – | – | – |
|
|
AWM
31
Aspire Wealth Management
Waltham,
Massachusetts
| $7K | +$6.32K | +151 | New |
|
|
FCA
32
FinTrust Capital Advisors
Greenville,
South Carolina
| $1K | – | – | – |
|
|
33
Wolverine Trading
Chicago,
Illinois
| – | -$399K | -10,020 | Closed |
|
ADME Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2021, worth a combined $242M — up 20% from $201M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ADME positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $21.9M. The largest seller was Precision Wealth Strategies, cutting an estimated $4.49M.
- 32 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $242M of Aptus Behavioral Momentum ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 10 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2021 and 1 closed out, a net change of +9 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q4 2021 was First Heartland Consultants, an estimated $21.9M added.
- The largest Aptus Behavioral Momentum ETF seller in Q4 2021 was Precision Wealth Strategies, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2021.