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Aptus Behavioral Momentum ETF

17 hedge funds and large institutions have $126M invested in Aptus Behavioral Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $103M → $126M (+$22.6M)

13% more funds holding

Funds holding: 1517 (+2)

9.02% more ownership

Funds ownership: 128.97%137.98% (+9%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
6
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$87.8M +$7.05M +229,468 +9%
SWM
2
Sugarloaf Wealth Management
Georgia
$21.2M +$793K +25,805 +4%
FAM
3
Formidable Asset Management
Ohio
$6.21M +$2.94M +95,785 +101%
WOSD
4
WFA of San Diego
California
$6.2M +$6.13M +199,350 New
HighTower Advisors
5
HighTower Advisors
Illinois
$1.06M -$13.9K -452 -1%
SG
6
StoneX Group
New York
$1.04M -$322K -10,467 -24%
Wolverine Trading
7
Wolverine Trading
Illinois
$757K +$474K +15,421 +180%
HF
8
HRT Financial
New York
$396K -$645 -21 -0.2%
AF
9
Advisornet Financial
Minnesota
$370K +$5.53K +180 +2%
CPIG
10
Chicago Partners Investment Group
Illinois
$264K +$243K +7,917 New
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$260K +$250K +8,120 New
CFGS
12
Concourse Financial Group Securities
Alabama
$130K -$131K -4,272 -51%
Osaic Holdings
13
Osaic Holdings
Arizona
$125K -$6.45K -210 -5%
PAG
14
Private Advisor Group
New Jersey
$111K +$107K +3,475 New
UBS Group
15
UBS Group
Switzerland
$39K +$37.4K +1,217 New
Morgan Stanley
16
Morgan Stanley
New York
$26K +$24.7K +804 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19K
Jane Street
18
Jane Street
New York
-$450K -15,991 Closed
IA
19
IFP Advisors
Florida
-$18.2K -592 Closed

ADME Hedge Fund Activity: Q2 2020 in Review

17 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q2 2020, worth a combined $126M — up 22% from $103M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ADME positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $7.05M. The largest seller was Jane Street, exiting entirely with an estimated $450K sold.

  • 17 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q2 2020, up from 15 in Q1 2020.
  • Funds reported $126M of Aptus Behavioral Momentum ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 6 funds opened new Aptus Behavioral Momentum ETF positions in Q2 2020 and 2 closed out, a net change of +4 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $7.05M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q2 2020 was Jane Street, an estimated $450K sold.

Based on aggregated 13F filings for Q2 2020.