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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

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 4949 (0)

5% less capital invested

Capital invested by funds: $284M → $271M (-$13M)

10.06% less ownership

Funds ownership: 128.41%118.35% (-10%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.66%
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
Change in
Stake
UAG
26
United Advisor Group
Ohio
$1.08M +$38.3K +820 +3%
SHFP
27
Second Half Financial Partners
Florida
$1.03M -$3.74K -80 -0.3%
TVM
28
True Vision MN
Minnesota
$976K +$5.75K +123 +0.6%
AI
29
Atria Investments
North Carolina
$883K +$12.2K +262 +1%
GSEP
30
Golden State Equity Partners
California
$881K -$398K -8,513 -30%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$738K +$777K +16,625 New
FAM
32
Formidable Asset Management
Ohio
$673K -$701 -15 -0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$670K +$705K +15,085 New
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$652K +$26.3K +564 +4%
BF
35
Brogan Financial
Tennessee
$462K -$5.56K -119 -1%
BF
36
BOK Financial
Oklahoma
$293K +$308K +6,590 New
JCM
37
Jacobi Capital Management
Pennsylvania
$268K
APW
38
Axim Planning & Wealth
Ohio
$221K -$63K -1,348 -21%
OP
39
ORG Partners
Indiana
$172K -$12.7M -271,332 -99%
JP Morgan Chase
40
JP Morgan Chase
New York
$133K -$934 -20 -0.7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$27K
HI
42
Harbour Investments
Wisconsin
$15.3K +$16.1K +344 New
WP
43
WealthShield Partners
North Carolina
$10.5K +$11K +236 New
Osaic Holdings
44
Osaic Holdings
Arizona
$9.99K +$10.5K +225 New
PA
45
Parallel Advisors
California
$9.37K -$96.8K -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

ADME Hedge Fund Activity: Q1 2025 in Review

49 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2025, worth a combined $271M — down 4.6% from $284M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ADME positions and 6 closed out — a net gain of 2 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.38M. The largest seller was ORG Partners, cutting an estimated $12.7M.

  • 49 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $271M of Aptus Behavioral Momentum ETF stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 8 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2025 and 6 closed out, a net change of +2 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.38M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q1 2025 was ORG Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.