Aptus Behavioral Momentum ETF
ADME
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $165M → $190M (+$25.1M)
11.39% more ownership
Funds ownership: 67.1% → 78.49% (+11%)
11% more funds holding
Funds holding: 18 → 20 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$31.9M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$8.99M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.12M |
| 4 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$1.68M |
| 5 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$735K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$4.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.09M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$298K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$281K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$236K |
ADME Hedge Fund Activity: Q2 2021 in Review
20 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q2 2021, worth a combined $190M — up 15% from $165M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ADME positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Sugarloaf Wealth Management, adding an estimated $31.9M. The largest seller was Formidable Asset Management, cutting an estimated $4.7M.
- 20 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q2 2021, up from 18 in Q1 2021.
- Funds reported $190M of Aptus Behavioral Momentum ETF stock for Q2 2021, up 15% quarter-over-quarter.
- 7 funds opened new Aptus Behavioral Momentum ETF positions in Q2 2021 and 4 closed out, a net change of +3 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q2 2021 was Sugarloaf Wealth Management, an estimated $31.9M added.
- The largest Aptus Behavioral Momentum ETF seller in Q2 2021 was Formidable Asset Management, an estimated $4.7M sold.
Based on aggregated 13F filings for Q2 2021.