ADME icon

Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

49 hedge funds and large institutions have $284M invested in Aptus Behavioral Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
23
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$124M
2
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.4M
3
CG
3
Clarus Group
Texas
$11.2M
4
SAW
4
Signal Advisors Wealth
Michigan
$4.42M
5
PPC
5
Park Place Capital
Alabama
$7.78M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$1.23M
2
ARC
2
Advisor Resource Council
Texas
$0
3
BF
3
Brogan Financial
Tennessee
$491K
4
FHC
4
First Heartland Consultants
Missouri
$9.1M
5
AFG
5
Atomi Financial Group
New York
$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$1.23M -$27.5M -589,323 -96%
Raymond James Financial
27
Raymond James Financial
Florida
$1.22M +$1.22M +26,013 New
UAG
28
United Advisor Group
Ohio
$1.1M +$155K +3,316 +16%
SHFP
29
Second Half Financial Partners
Florida
$1.08M -$13.5K -290 -1%
TVM
30
True Vision MN
Minnesota
$1.02M +$38.9K +832 +4%
LRWM
31
Lord & Richards Wealth Management
Colorado
$981K +$981K +20,995 New
AI
32
Atria Investments
North Carolina
$917K -$22.7K -486 -2%
FAM
33
Formidable Asset Management
Ohio
$709K -$82.6K -1,769 -10%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$660K +$660K +14,129 New
Wolverine Trading
35
Wolverine Trading
Illinois
$549K +$549K +11,680 New
BF
36
Brogan Financial
Tennessee
$491K -$941K -20,150 -66%
AFG
37
Atomi Financial Group
New York
$295K -$452K -9,680 -61%
APW
38
Axim Planning & Wealth
Ohio
$295K -$36.4K -780 -11%
JCM
39
Jacobi Capital Management
Pennsylvania
$282K -$32.7K -700 -10%
UBS Group
40
UBS Group
Switzerland
$181K +$181K +3,881 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$141K -$1.45K -31 -1%
PA
42
Parallel Advisors
California
$107K +$16.1K +344 +18%
GRP
43
Global Retirement Partners
California
$85K +$1.64K +35 +2%
CAS
44
Coppell Advisory Solutions
Texas
$60K -$4.33K -92 -7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$28K – – –
CA
46
CoreCap Advisors
Michigan
$5.47K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Morgan Stanley
48
Morgan Stanley
New York
$71 +$71 +1 New
Wells Fargo
49
Wells Fargo
California
$34 – – –
ARC
50
Advisor Resource Council
Texas
– -$1.3M -28,155 Closed
1
2
3