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Aptus Behavioral Momentum ETF
ADME

33 hedge funds and large institutions have $302M invested in Aptus Behavioral Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

1.36% more ownership

Funds ownership: 99.47% → 100.84% (+1.4%)

6% less capital invested

Capital invested by funds: $321M → $302M (-$18.5M)

13% less funds holding

Funds holding: 38 → 33 (-5)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
3
Increased
12
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$12.9M
2
BCM
Bienville Capital Management
New York
+$4.89M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.26M
4
ARC
Advisor Resource Council
Texas
+$764K
5
FP
Fiduciary Planning
Florida
+$505K

Top Sellers

Rank Fund Capital Flow
1
SWM
Sugarloaf Wealth Management
Georgia
-$2.99M
2
SOS
Silver Oak Securities
Tennessee
-$2.04M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$1.37M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
5
OMC
Old Mission Capital
Illinois
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
26
Virtue Capital Management
Tennessee
$335K -$18.1K -509 -5%
CWM
27
Collaborative Wealth Management
Florida
$251K -$58.6K -1,650 -18%
JP Morgan Chase
28
JP Morgan Chase
New York
$100K +$106K +2,990 New
UBS Group
29
UBS Group
Switzerland
$75K +$80.2K +2,260 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$20K – – –
FHC
31
First Heartland Consultants
Missouri
$18.6K +$295K +8,308 +2%
Wells Fargo
32
Wells Fargo
California
$13K – – –
FCA
33
FinTrust Capital Advisors
South Carolina
$1K – – –
Citadel Advisors
34
Citadel Advisors
Florida
– -$1.16M -33,638 Closed
OMC
35
Old Mission Capital
Illinois
– -$965K -27,952 Closed
Wolverine Trading
36
Wolverine Trading
Illinois
– -$309K -8,883 Closed
CA
37
CoreCap Advisors
Michigan
– -$58K -1,676 Closed
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
– -$57K -1,641 Closed
TCWM
39
Total Clarity Wealth Management
Illinois
– -$47K -1,359 Closed
AWM
40
Aspire Wealth Management
Massachusetts
– -$5K -152 Closed
1
2

ADME Hedge Fund Activity: Q3 2022 in Review

33 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2022, worth a combined $302M — down 5.8% from $321M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ADME and 3 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $12.9M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $2.99M.

  • 33 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2022, down from 38 in Q2 2022.
  • Funds reported $302M of Aptus Behavioral Momentum ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
  • 3 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2022 and 8 closed out, a net change of -5 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $12.9M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q3 2022 was Sugarloaf Wealth Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q3 2022.