Aptus Behavioral Momentum ETF
ADME
18 hedge funds and large institutions have $137M invested in Aptus Behavioral Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more funds holding
Funds holding: 17 → 18 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14.68% less ownership
Funds ownership: 81.79% → 67.1% (-15%)
17% less capital invested
Capital invested by funds: $165M → $137M (-$28M)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$333K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$295K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$190K |
| 4 |
SG
StoneX Group
New York
|
+$49.5K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$25.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.9M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.51M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$1.07M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$922K |
ADME Hedge Fund Activity: Q1 2021 in Review
18 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2021, worth a combined $137M — down 17% from $165M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ADME positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.
The largest buyer was MBE Wealth Management, opening a new position worth an estimated $333K. The largest seller was Sugarloaf Wealth Management, cutting an estimated $25.7M.
- 18 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2021, up from 17 in Q4 2020.
- Funds reported $137M of Aptus Behavioral Momentum ETF stock for Q1 2021, down 17% quarter-over-quarter.
- 4 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2021 and 3 closed out, a net change of +1 holder.
- The largest Aptus Behavioral Momentum ETF buyer in Q1 2021 was MBE Wealth Management, an estimated $333K added.
- The largest Aptus Behavioral Momentum ETF seller in Q1 2021 was Sugarloaf Wealth Management, an estimated $25.7M sold.
Based on aggregated 13F filings for Q1 2021.