Aptus Behavioral Momentum ETF
ADME
12 hedge funds and large institutions have $125M invested in Aptus Behavioral Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
1% less capital invested
Capital invested by funds: $126M → $125M (-$1.19M)
7.61% less ownership
Funds ownership: 137.98% → 130.37% (-7.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less funds holding
Funds holding: 17 → 12 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.54M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$64.3K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$38.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$34.4K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$135 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WOSD
WFA of San Diego
San Diego,
California
|
-$6.2M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$757K |
| 3 |
HF
HRT Financial
New York
|
-$396K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$393K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$264K |
ADME Hedge Fund Activity: Q3 2020 in Review
12 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2020, worth a combined $125M — down 0.94% from $126M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ADME and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Sugarloaf Wealth Management, adding an estimated $1.54M. The largest seller was WFA of San Diego, exiting entirely with an estimated $6.2M sold.
- 12 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2020, down from 17 in Q2 2020.
- Funds reported $125M of Aptus Behavioral Momentum ETF stock for Q3 2020, down 0.94% quarter-over-quarter.
- 1 fund opened new Aptus Behavioral Momentum ETF positions in Q3 2020 and 6 closed out, a net change of -5 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q3 2020 was Sugarloaf Wealth Management, an estimated $1.54M added.
- The largest Aptus Behavioral Momentum ETF seller in Q3 2020 was WFA of San Diego, an estimated $6.2M sold.
Based on aggregated 13F filings for Q3 2020.