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Aptus Behavioral Momentum ETF

18 hedge funds and large institutions have $80.3M invested in Aptus Behavioral Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

105% more capital invested

Capital invested by funds: $39.1M → $80.3M (+$41.2M)

38% more funds holding

Funds holding: 1318 (+5)

32.13% more ownership

Funds ownership: 59.73%91.85% (+32%)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
7
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$54.1M +$20.1M +663,936 +60%
SWM
2
Sugarloaf Wealth Management
Georgia
$14.8M +$14.7M +484,259 New
FAM
3
Formidable Asset Management
Ohio
$6.2M +$4.63M +152,729 +328%
SG
4
StoneX Group
New York
$1.59M +$440K +14,522 +39%
Wolverine Trading
5
Wolverine Trading
Illinois
$1.17M +$1.16M +38,328 New
Citadel Advisors
6
Citadel Advisors
Florida
$698K +$690K +22,760 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$635K +$628K +20,724 New
HighTower Advisors
8
HighTower Advisors
Illinois
$518K -$29.9K -987 -6%
CFGS
9
Concourse Financial Group Securities
Alabama
$245K -$50.8K -1,678 -17%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$143K -$31.8K -1,050 -18%
UBS Group
11
UBS Group
Switzerland
$50K +$49.4K +1,631 New
AF
12
Advisornet Financial
Minnesota
$45K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$18K -$2.36K -78 -12%
VCP
14
Verus Capital Partners
Arizona
$14K +$14.2K +469 New
Wells Fargo
15
Wells Fargo
California
$10K +$9.76K +322 New
RIA
16
Realta Investment Advisors
Delaware
$6K
IA
17
IFP Advisors
Florida
$3K +$1.54K +51 +165%
EF
18
Empirical Finance
Pennsylvania
-$1.63M -53,471 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
-$267K -8,776 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
+$30 +1 +100%

ADME Hedge Fund Activity: Q4 2019 in Review

18 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2019, worth a combined $80.3M — up 105% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ADME positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $20.1M. The largest seller was Empirical Finance, exiting entirely with an estimated $1.63M sold.

  • 18 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2019, up from 13 in Q3 2019.
  • Funds reported $80.3M of Aptus Behavioral Momentum ETF stock for Q4 2019, up 105% quarter-over-quarter.
  • 7 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2019 and 2 closed out, a net change of +5 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q4 2019 was Aptus Capital Advisors, an estimated $20.1M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q4 2019 was Empirical Finance, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2019.