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Aptus Behavioral Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$128M +$588K +14,919 +0.5%
SWM
2
Sugarloaf Wealth Management
Georgia
$32.2M -$578K -14,665 -2%
FP
3
Fiduciary Planning
Florida
$18.6M +$9.45M +239,582 +103%
PWS
4
Precision Wealth Strategies
Missouri
$9.83M -$619K -15,687 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.1M +$477K +11,964 +29%
OMC
6
Old Mission Capital
Illinois
$2.04M +$2.04M +51,664 New
OPOWM
7
One Plus One Wealth Management
Florida
$1.96M +$99.6K +2,527 +5%
SG
8
StoneX Group
New York
$1.21M +$2.25K +57 +0.2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$934K +$405K +10,268 +77%
FAM
10
Formidable Asset Management
Ohio
$880K +$388K +9,832 +79%
HighTower Advisors
11
HighTower Advisors
Illinois
$858K
Wolverine Trading
12
Wolverine Trading
Illinois
$399K -$167K -4,203 -30%
MWM
13
MBE Wealth Management
Wisconsin
$372K -$867 -22 -0.2%
JCM
14
Jacobi Capital Management
Pennsylvania
$371K +$96.9K +2,459 +35%
MFG
15
Menard Financial Group
Texas
$221K +$221K +5,598 New
CPIG
16
Chicago Partners Investment Group
Illinois
$214K +$126 +3 +0.1%
VCM
17
Virtue Capital Management
Tennessee
$201K +$201K +5,090 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$6.19K -156 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24K
Wells Fargo
20
Wells Fargo
California
$16K
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$15.4K +$15.4K +390 New
UBS Group
22
UBS Group
Switzerland
$13K +$13K +326 New
FCA
23
FinTrust Capital Advisors
South Carolina
$1K
SPC
24
Sigma Planning Corp
Michigan
-$205K -5,156 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
-$159K -4,002 Closed