ADME icon

Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

40 hedge funds and large institutions have $186M invested in Aptus Behavioral Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
18
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$11.5M
2
FIA
2
Foundations Investment Advisors
Arizona
$10M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M
4
PPC
4
Park Place Capital
Alabama
$3.53M
5
ACA
5
Aptus Capital Advisors
Alabama
$87.2M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$1.57M
2
ARC
2
Advisor Resource Council
Texas
$0
3
SWM
3
Sugarloaf Wealth Management
Georgia
$2.31M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$618K -$831 -19 -0.1%
MWM
27
Maripau Wealth Management
Indiana
$414K +$414K +9,464 New
APW
28
Axim Planning & Wealth
Ohio
$310K -$188K -4,296 -38%
JCM
29
Jacobi Capital Management
Pennsylvania
$294K – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$111K -$262 -6 -0.2%
GRP
31
Global Retirement Partners
California
$76.7K -$36.7K -839 -32%
CAS
32
Coppell Advisory Solutions
Texas
$76.3K +$76.3K +1,744 New
Osaic Holdings
33
Osaic Holdings
Arizona
$57.5K -$146K -3,349 -72%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$26K – – –
UBS Group
35
UBS Group
Switzerland
$15.6K +$9.93K +227 +175%
FHC
36
First Heartland Consultants
Missouri
$9.07K +$144 +3,298 +2%
Bank of America
37
Bank of America
North Carolina
$5.47K +$5.47K +125 New
CA
38
CoreCap Advisors
Michigan
$5.12K -$12.4K -284 -71%
FCA
39
FinTrust Capital Advisors
South Carolina
$2.58K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2K -$9.64K -212 -83%
Wells Fargo
41
Wells Fargo
California
$19 -$2 – –
ARC
42
Advisor Resource Council
Texas
– -$523K -13,611 Closed
OMC
43
Old Mission Capital
Illinois
– -$326K -7,759 Closed
Wolverine Trading
44
Wolverine Trading
Illinois
– -$263K -6,269 Closed
SAW
45
Signal Advisors Wealth
Michigan
– -$206K -4,913 Closed
FGAM
46
Financial Gravity Asset Management
Texas
– -$21.3K -531 Closed
1
2