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Aptus Behavioral Momentum ETF
ADME

38 hedge funds and large institutions have $268M invested in Aptus Behavioral Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more funds holding

Funds holding: 33 → 38 (+5)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

7.78% less ownership

Funds ownership: 100.84% → 93.06% (-7.8%)

11% less capital invested

Capital invested by funds: $302M → $268M (-$33.8M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
7
Increased
9
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SOS
Silver Oak Securities
Tennessee
+$2.83M
2
OMC
Old Mission Capital
Illinois
+$1.76M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.65M
4
Wolverine Trading
Wolverine Trading
Illinois
+$1.39M
5
SWM
Sugarloaf Wealth Management
Georgia
+$852K

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$37.5M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$17.1M
3
FP
Fiduciary Planning
Florida
-$5.2M
4
FHC
First Heartland Consultants
Missouri
-$4.71M
5
PWS
Precision Wealth Strategies
Missouri
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$715K – – –
FAM
27
Formidable Asset Management
Ohio
$686K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$664K +$679K +19,777 New
IA
29
IFP Advisors
Florida
$563K -$37.3K -1,086 -6%
JCM
30
Jacobi Capital Management
Pennsylvania
$273K -$104K -3,033 -27%
VCM
31
Virtue Capital Management
Tennessee
$259K -$80.8K -2,351 -23%
UBS Group
32
UBS Group
Switzerland
$110K +$34.6K +1,006 +45%
JP Morgan Chase
33
JP Morgan Chase
New York
$87K -$13.3K -388 -13%
CA
34
CoreCap Advisors
Michigan
$56.4K +$57.7K +1,679 New
GI
35
Gradient Investments
Minnesota
$33.6K +$34.4K +1,001 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$20K – – –
Wells Fargo
37
Wells Fargo
California
$13.5K – – –
FCA
38
FinTrust Capital Advisors
South Carolina
$1.07K – – –
SCFS
39
S.C. Financial Services
Arizona
– -$467K -14,017 Closed
CWM
40
Collaborative Wealth Management
Florida
– -$251K -7,531 Closed
1
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ADME Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2022, worth a combined $268M — down 11% from $302M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ADME positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Silver Oak Securities, adding an estimated $2.83M. The largest seller was Aptus Capital Advisors, cutting an estimated $37.5M.

  • 38 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2022, up from 33 in Q3 2022.
  • Funds reported $268M of Aptus Behavioral Momentum ETF stock for Q4 2022, down 11% quarter-over-quarter.
  • 7 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q4 2022 was Silver Oak Securities, an estimated $2.83M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2022.