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Aptus Behavioral Momentum ETF

49 hedge funds and large institutions have $271M invested in Aptus Behavioral Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
22
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UAG
26
United Advisor Group
Ohio
$1.08M +$36.4K +820 +3%
SHFP
27
Second Half Financial Partners
Florida
$1.03M -$3.55K -80 -0.3%
TVM
28
True Vision MN
Minnesota
$976K +$5.46K +123 +0.6%
AI
29
Atria Investments
North Carolina
$883K +$11.6K +262 +1%
GSEP
30
Golden State Equity Partners
California
$881K -$378K -8,513 -30%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$738K +$738K +16,625 New
FAM
32
Formidable Asset Management
Ohio
$673K -$666 -15 -0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$670K +$670K +15,085 New
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$652K +$25K +564 +4%
BF
35
Brogan Financial
Tennessee
$462K -$5.28K -119 -1%
BF
36
BOK Financial
Oklahoma
$293K +$293K +6,590 New
JCM
37
Jacobi Capital Management
Pennsylvania
$268K
APW
38
Axim Planning & Wealth
Ohio
$221K -$59.9K -1,348 -21%
OP
39
ORG Partners
Indiana
$172K -$12.1M -271,332 -99%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$133K -$888 -20 -0.7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$27K
HI
42
Harbour Investments
Wisconsin
$15.3K +$15.3K +344 New
WP
43
WealthShield Partners
North Carolina
$10.5K +$10.5K +236 New
Osaic Holdings
44
Osaic Holdings
Arizona
$9.99K +$9.99K +225 New
PA
45
Parallel Advisors
California
$9.37K -$92K -2,072 -91%
CA
46
CoreCap Advisors
Michigan
$5.2K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2K
Morgan Stanley
48
Morgan Stanley
New York
$63
Wells Fargo
49
Wells Fargo
California
$52
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$2.7M -57,824 Closed