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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

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
Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.64%
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
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$28.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$94.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M
4
PPC
4
Park Place Capital
Alabama
$5.6M
5
SAW
5
Signal Advisors Wealth
Michigan
$1.81M

Top Sellers

1
GSEP
1
Golden State Equity Partners
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.41M
3
Citadel Advisors
3
Citadel Advisors
Florida
$305K
4
SWM
4
Sugarloaf Wealth Management
Georgia
$2.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVM
26
True Vision MN
Minnesota
$971K +$116K +2,505 +14%
UAG
27
United Advisor Group
Ohio
$931K +$127K +2,743 +16%
AI
28
Atria Investments
North Carolina
$929K +$79.6K +1,722 +9%
MWM
29
Maripau Wealth Management
Indiana
$906K +$469K +10,141 +107%
FAM
30
Formidable Asset Management
Ohio
$783K -$2.03K -44 -0.3%
ASN
31
Advisory Services Network
Georgia
$774K – – –
AFG
32
Atomi Financial Group
New York
$739K +$49.6K +1,073 +7%
APW
33
Axim Planning & Wealth
Ohio
$328K – – –
JCM
34
Jacobi Capital Management
Pennsylvania
$311K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$305K -$349K -7,544 -53%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$141K +$23.6K +511 +20%
PA
37
Parallel Advisors
California
$89.6K +$89.6K +1,939 New
GRP
38
Global Retirement Partners
California
$82.4K +$1.39K +30 +2%
CAS
39
Coppell Advisory Solutions
Texas
$63K -$17.3K -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 +$55 +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
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