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Aptus Behavioral Momentum ETF

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

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20.06% more ownership

Funds ownership: 108.35%128.41% (+20%)

18% more capital invested

Capital invested by funds: $241M → $284M (+$43.1M)

11% more funds holding

Funds holding: 4449 (+5)

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
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$1.23M -$27.8M -589,323 -96%
Raymond James Financial
27
Raymond James Financial
Florida
$1.22M +$1.23M +26,013 New
UAG
28
United Advisor Group
Ohio
$1.1M +$156K +3,316 +16%
SHFP
29
Second Half Financial Partners
Florida
$1.08M -$13.7K -290 -1%
TVM
30
True Vision MN
Minnesota
$1.02M +$39.3K +832 +4%
LRWM
31
Lord & Richards Wealth Management
Colorado
$981K +$991K +20,995 New
AI
32
Atria Investments
North Carolina
$917K -$22.9K -486 -2%
FAM
33
Formidable Asset Management
Ohio
$709K -$83.5K -1,769 -10%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$660K +$667K +14,129 New
Wolverine Trading
35
Wolverine Trading
Illinois
$549K +$551K +11,680 New
BF
36
Brogan Financial
Tennessee
$491K -$951K -20,150 -66%
AFG
37
Atomi Financial Group
New York
$295K -$457K -9,680 -61%
APW
38
Axim Planning & Wealth
Ohio
$295K -$36.8K -780 -11%
JCM
39
Jacobi Capital Management
Pennsylvania
$282K -$33K -700 -10%
UBS Group
40
UBS Group
Switzerland
$181K +$183K +3,881 New
JP Morgan Chase
41
JP Morgan Chase
New York
$141K -$1.46K -31 -1%
PA
42
Parallel Advisors
California
$107K +$16.2K +344 +18%
GRP
43
Global Retirement Partners
California
$85K +$1.65K +35 +2%
CAS
44
Coppell Advisory Solutions
Texas
$60K -$4.34K -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 +$47 +1 New
Wells Fargo
49
Wells Fargo
California
$34
ARC
50
Advisor Resource Council
Texas
-$1.3M -28,155 Closed

ADME Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2024, worth a combined $284M — up 18% from $241M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ADME positions and 2 closed out — a net gain of 7 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Foundations Investment Advisors, cutting an estimated $27.8M.

  • 49 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $284M of Aptus Behavioral Momentum ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 9 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q4 2024 was Foundations Investment Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.