Aptus Behavioral Momentum ETF
ADME
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.
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
16% more capital invested
Capital invested by funds: $160M → $186M (+$25.9M)
10.17% more ownership
Funds ownership: 98.25% → 108.42% (+10%)
8% more funds holding
Funds holding: 37 → 40 (+3)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$11M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$8.52M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4M |
| 4 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$3.39M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$5.6M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$523K |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$363K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$326K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$263K |
ADME Hedge Fund Activity: Q2 2024 in Review
40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q2 2024, worth a combined $186M — up 16% from $160M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ADME positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was ORG Partners, opening a new position worth an estimated $11M. The largest seller was Integrated Wealth Concepts, cutting an estimated $5.6M.
- 40 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q2 2024, up from 37 in Q1 2024.
- Funds reported $186M of Aptus Behavioral Momentum ETF stock for Q2 2024, up 16% quarter-over-quarter.
- 8 funds opened new Aptus Behavioral Momentum ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q2 2024 was ORG Partners, an estimated $11M added.
- The largest Aptus Behavioral Momentum ETF seller in Q2 2024 was Integrated Wealth Concepts, an estimated $5.6M sold.
Based on aggregated 13F filings for Q2 2024.