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Aptus Behavioral Momentum ETF
ADME

38 hedge funds and large institutions have $321M invested in Aptus Behavioral Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

20.07% more ownership

Funds ownership: 79.4% → 99.47% (+20%)

19% more funds holding

Funds holding: 32 → 38 (+6)

6% more capital invested

Capital invested by funds: $303M → $321M (+$17.5M)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
9
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$44.5M
2
DAM
Derbend Asset Management
Georgia
+$6.63M
3
BCM
Bienville Capital Management
New York
+$4.48M
4
FP
Fiduciary Planning
Florida
+$3.66M
5
SOS
Silver Oak Securities
Tennessee
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$548K
2
IFG
Independent Financial Group
California
-$387K
3
OPOWM
One Plus One Wealth Management
Florida
-$284K
4
MFG
Menard Financial Group
Texas
-$208K
5
VCM
Virtue Capital Management
Tennessee
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
26
S.C. Financial Services
Arizona
$524K -$135K -3,610 -19%
JCM
27
Jacobi Capital Management
Pennsylvania
$385K +$42.9K +1,147 +11%
VCM
28
Virtue Capital Management
Tennessee
$365K -$190K -5,083 -32%
CWM
29
Collaborative Wealth Management
Florida
$317K +$344K +9,181 New
Wolverine Trading
30
Wolverine Trading
Illinois
$309K +$332K +8,883 New
CA
31
CoreCap Advisors
Michigan
$58K +$62.7K +1,676 New
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$13.7K -367 -18%
TCWM
33
Total Clarity Wealth Management
Illinois
$47K +$50.9K +1,359 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$21K – – –
Wells Fargo
35
Wells Fargo
California
$14K +$37 +1 +0.3%
AWM
36
Aspire Wealth Management
Massachusetts
$5K +$37 +1 +0.7%
FCA
37
FinTrust Capital Advisors
South Carolina
$1K – – –
IFG
38
Independent Financial Group
California
– -$387K -9,455 Closed
MFG
39
Menard Financial Group
Texas
– -$208K -5,082 Closed
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
– -$16K -390 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– +$37 +1 New
1
2

ADME Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q2 2022, worth a combined $321M — up 5.8% from $303M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ADME positions and 3 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $44.5M. The largest seller was Osaic Holdings, cutting an estimated $548K.

  • 38 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q2 2022, up from 32 in Q1 2022.
  • Funds reported $321M of Aptus Behavioral Momentum ETF stock for Q2 2022, up 5.8% quarter-over-quarter.
  • 9 funds opened new Aptus Behavioral Momentum ETF positions in Q2 2022 and 3 closed out, a net change of +6 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $44.5M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q2 2022 was Osaic Holdings, an estimated $548K sold.

Based on aggregated 13F filings for Q2 2022.