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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

52 hedge funds and large institutions have $279M invested in Aptus Behavioral Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
21
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$4.01M
2
SAW
Signal Advisors Wealth
Michigan
+$2.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.95M
4
WC
Waterloo Capital
Texas
+$815K
5
UWP
Uniting Wealth Partners
Kansas
+$763K

Top Sellers

1
CG
Clarus Group
Texas
-$10M
2
FHC
First Heartland Consultants
Missouri
-$8.83M
3
SHF
Safe Harbor Fiduciary
Florida
-$3.88M
4
ARC
Advisor Resource Council
Texas
-$1.61M
5
BCM
Bienville Capital Management
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$759K +$759K +15,754 New
FAM
27
Formidable Asset Management
Ohio
$673K – – –
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$665K -$42.7K -886 -6%
BF
29
Brogan Financial
Tennessee
$538K +$36.9K +766 +7%
IAA
30
Independent Advisor Alliance
North Carolina
$473K +$473K +9,816 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$463K +$463K +9,616 New
BF
32
BOK Financial
Oklahoma
$392K +$74.4K +1,543 +23%
ARC
33
Advisor Resource Council
Texas
$331K -$1.61M -33,372 -83%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$310K -$492K -10,200 -61%
BIG
35
Brookwood Investment Group
Arizona
$263K +$263K +5,450 New
UBS Group
36
UBS Group
Switzerland
$236K +$236K +4,892 New
APW
37
Axim Planning & Wealth
Ohio
$235K -$3.95K -82 -2%
GIA
38
Gladstone Institutional Advisory
Florida
$213K +$213K +4,420 New
OP
39
ORG Partners
Indiana
$178K -$7.35K -153 -4%
GRP
40
Global Retirement Partners
California
$82K +$82K +1,701 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$66.5K -$77.8K -1,615 -54%
SHF
42
Safe Harbor Fiduciary
Florida
$62.1K -$3.88M -80,459 -98%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$29K – – –
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$19K +$19K +395 New
HI
45
Harbour Investments
Wisconsin
$16.6K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$11.2K +$337 +7 +3%
PA
47
Parallel Advisors
California
$10.2K – – –
WP
48
WealthShield Partners
North Carolina
$5.98K -$5.4K -112 -47%
CA
49
CoreCap Advisors
Michigan
$5.64K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
1
2
3