ADME icon

Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

20 hedge funds and large institutions have $190M invested in Aptus Behavioral Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+2
Holders Change %
+11.11%
% 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
0.07%
New
7
Increased
7
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$33.1M
2
FP
2
Fiduciary Planning
Florida
$9.25M
3
ACA
3
Aptus Capital Advisors
Alabama
$129M
4
PWS
4
Precision Wealth Strategies
Missouri
$10.5M
5
OPOWM
5
One Plus One Wealth Management
Florida
$1.88M

Top Sellers

1
FAM
1
Formidable Asset Management
Ohio
$502K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.63M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$129M +$3.21M +80,648 +3%
SWM
2
Sugarloaf Wealth Management
Georgia
$33.1M +$32.8M +825,372 +11,811%
PWS
3
Precision Wealth Strategies
Missouri
$10.5M +$1.73M +43,508 +20%
FP
4
Fiduciary Planning
Florida
$9.25M +$9.25M +232,740 New
OPOWM
5
One Plus One Wealth Management
Florida
$1.88M +$756K +19,017 +67%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.63M -$2.16M -54,169 -57%
SG
7
StoneX Group
New York
$1.22M +$19.2K +483 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$863K -$225K -5,662 -21%
Wolverine Trading
9
Wolverine Trading
Illinois
$565K +$565K +14,223 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$533K +$533K +13,415 New
FAM
11
Formidable Asset Management
Ohio
$502K -$4.89M -121,526 -91%
MWM
12
MBE Wealth Management
Wisconsin
$376K +$9.58K +241 +3%
JCM
13
Jacobi Capital Management
Pennsylvania
$276K +$276K +6,953 New
CPIG
14
Chicago Partners Investment Group
Illinois
$208K +$208K +5,073 New
SPC
15
Sigma Planning Corp
Michigan
$205K +$205K +5,156 New
CFGS
16
Concourse Financial Group Securities
Alabama
$159K +$79 +2 +0.1%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$87K -$14.1K -357 -14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24K – – –
Wells Fargo
19
Wells Fargo
California
$16K – – –
FCA
20
FinTrust Capital Advisors
South Carolina
$1K +$1K +32 New
Citadel Advisors
21
Citadel Advisors
Florida
– -$298K -8,170 Closed
OMC
22
Old Mission Capital
Illinois
– -$281K -7,722 Closed
GWM
23
Geneos Wealth Management
Colorado
– -$236K -6,110 Closed
IAIM
24
International Assets Investment Management
Florida
– -$186K -4,842 Closed