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Aptus Behavioral Momentum ETF

44 hedge funds and large institutions have $241M invested in Aptus Behavioral Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $186M → $241M (+$54.9M)

10% more funds holding

Funds holding: 4044 (+4)

0.07% less ownership

Funds ownership: 108.42%108.35% (-0.07%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
22
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVM
26
True Vision MN
Minnesota
$971K +$112K +2,505 +14%
UAG
27
United Advisor Group
Ohio
$931K +$123K +2,743 +16%
AI
28
Atria Investments
North Carolina
$929K +$76.9K +1,722 +9%
MWM
29
Maripau Wealth Management
Indiana
$906K +$453K +10,141 +107%
FAM
30
Formidable Asset Management
Ohio
$783K -$1.97K -44 -0.3%
ASN
31
Advisory Services Network
Georgia
$774K
AFG
32
Atomi Financial Group
New York
$739K +$47.9K +1,073 +7%
APW
33
Axim Planning & Wealth
Ohio
$328K
JCM
34
Jacobi Capital Management
Pennsylvania
$311K
Citadel Advisors
35
Citadel Advisors
Florida
$305K -$337K -7,544 -53%
JP Morgan Chase
36
JP Morgan Chase
New York
$141K +$22.8K +511 +20%
PA
37
Parallel Advisors
California
$89.6K +$86.6K +1,939 New
GRP
38
Global Retirement Partners
California
$82.4K +$1.34K +30 +2%
CAS
39
Coppell Advisory Solutions
Texas
$63K -$16.8K -375 -22%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$28K
CA
41
CoreCap Advisors
Michigan
$5.41K
FCA
42
FinTrust Capital Advisors
South Carolina
$2.73K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2K
Wells Fargo
44
Wells Fargo
California
$55 +$45 +1 New
GSEP
45
Golden State Equity Partners
California
-$1.27M -29,107 Closed
Osaic Holdings
46
Osaic Holdings
Arizona
-$57.5K -1,314 Closed
UBS Group
47
UBS Group
Switzerland
-$15.6K -357 Closed
Bank of America
48
Bank of America
North Carolina
-$5.47K -125 Closed

ADME Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2024, worth a combined $241M — up 29% from $186M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ADME positions and 4 closed out — a net gain of 4 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $17.3M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $1.27M sold.

  • 44 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2024, up from 40 in Q2 2024.
  • Funds reported $241M of Aptus Behavioral Momentum ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 8 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $17.3M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q3 2024 was Golden State Equity Partners, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2024.