Aptus Behavioral Momentum ETF
ADME
23 hedge funds and large institutions have $201M invested in Aptus Behavioral Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
15% more funds holding
Funds holding: 20 → 23 (+3)
6% more capital invested
Capital invested by funds: $190M → $201M (+$10.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4.06% less ownership
Funds ownership: 78.49% → 74.43% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$9.74M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.1M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$607K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$486K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$638K |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$596K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$205K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$171K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$163K |
ADME Hedge Fund Activity: Q3 2021 in Review
23 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2021, worth a combined $201M — up 5.6% from $190M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ADME positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Fiduciary Planning, adding an estimated $9.74M. The largest seller was Precision Wealth Strategies, cutting an estimated $638K.
- 23 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2021, up from 20 in Q2 2021.
- Funds reported $201M of Aptus Behavioral Momentum ETF stock for Q3 2021, up 5.6% quarter-over-quarter.
- 5 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2021 and 2 closed out, a net change of +3 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q3 2021 was Fiduciary Planning, an estimated $9.74M added.
- The largest Aptus Behavioral Momentum ETF seller in Q3 2021 was Precision Wealth Strategies, an estimated $638K sold.
Based on aggregated 13F filings for Q3 2021.