Aptus Behavioral Momentum ETF
ADME
32 hedge funds and large institutions have $265M invested in Aptus Behavioral Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
795% more capital inflows, than outflows
Capital inflows: $48.4M | Capital outflows: $5.41M
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
39% more funds holding
Funds holding: 23 → 32 (+9)
3.6% more ownership
Funds ownership: 74.43% → 78.03% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$21.9M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.17M |
| 3 |
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.85M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.39M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$4.49M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$460K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$399K |
| 4 |
Formidable Asset Management
Cincinnati,
Ohio
|
-$34.5K |
| 5 |
Menard Financial Group
Houston,
Texas
|
-$21.6K |
ADME Hedge Fund Activity: Q4 2021 in Review
32 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2021, worth a combined $265M — up 32% from $201M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ADME positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $21.9M. The largest seller was Precision Wealth Strategies, cutting an estimated $4.49M.
- 32 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $265M of Aptus Behavioral Momentum ETF stock for Q4 2021, up 32% quarter-over-quarter.
- 10 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2021 and 1 closed out, a net change of +9 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q4 2021 was First Heartland Consultants, an estimated $21.9M added.
- The largest Aptus Behavioral Momentum ETF seller in Q4 2021 was Precision Wealth Strategies, an estimated $4.49M sold.
Based on aggregated 13F filings for Q4 2021.