Aptus Behavioral Momentum ETF
ADME
32 hedge funds and large institutions have $303M invested in Aptus Behavioral Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
25% more capital invested
Capital invested by funds: $242M → $303M (+$61.4M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
1.37% more ownership
Funds ownership: 78.03% → 79.4% (+1.4%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$30.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.82M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$2.96M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$2.63M |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$367K |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$206K |
| 4 |
SG
StoneX Group
New York
|
-$91.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $180K | +$279K | +6,829 | +16% |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $82K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $16K | -$82 | -2 | -0.5% |
|
30
Koshinski Asset Management
Decatur,
Illinois
| $16K | – | – | – |
|
|
AWM
31
Aspire Wealth Management
Waltham,
Massachusetts
| $6K | – | – | – |
|
|
FCA
32
FinTrust Capital Advisors
Greenville,
South Carolina
| $1K | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$367K | -8,490 | Closed |
|
|
CPIG
34
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$206K | -5,078 | Closed |
|
|
CA
35
CoreCap Advisors
Southfield,
Michigan
| – | -$84K | -1,931 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$23K | -524 | Closed |
|
ADME Hedge Fund Activity: Q1 2022 in Review
32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2022, worth a combined $303M — up 25% from $242M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ADME positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $30.9M. The largest seller was Old Mission Capital, cutting an estimated $1.74M.
- 32 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $303M of Aptus Behavioral Momentum ETF stock for Q1 2022, up 25% quarter-over-quarter.
- 5 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2022 and 4 closed out, a net change of +1 holder.
- The largest Aptus Behavioral Momentum ETF buyer in Q1 2022 was Aptus Capital Advisors, an estimated $30.9M added.
- The largest Aptus Behavioral Momentum ETF seller in Q1 2022 was Old Mission Capital, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2022.