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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

31 hedge funds and large institutions have $242M invested in Aptus Behavioral Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+8
Holders Change %
+34.78%
% of All Funds
0.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
9
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$144M
2
SWM
2
Sugarloaf Wealth Management
Georgia
$37.3M
3
FP
3
Fiduciary Planning
Florida
$21.9M
4
ASN
4
Advisory Services Network
Georgia
$939K
5
OMC
5
Old Mission Capital
Illinois
$2.82M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$6.14M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.8M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$0
4
FAM
4
Formidable Asset Management
Ohio
$929K
5
MFG
5
Menard Financial Group
Texas
$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$144M +$3.27M +75,708 +2%
SWM
2
Sugarloaf Wealth Management
Georgia
$37.3M +$1.92M +44,301 +5%
FP
3
Fiduciary Planning
Florida
$21.9M +$1.43M +33,146 +7%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.2M +$16.2M +373,675 New
PWS
5
Precision Wealth Strategies
Missouri
$6.14M -$4.64M -107,326 -43%
OMC
6
Old Mission Capital
Illinois
$2.82M +$582K +13,449 +26%
OPOWM
7
One Plus One Wealth Management
Florida
$2.26M +$107K +2,483 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.8M -$475K -10,988 -21%
SG
9
StoneX Group
New York
$1.42M +$91.2K +2,108 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.3M +$274K +6,329 +27%
HighTower Advisors
11
HighTower Advisors
Illinois
$939K – – –
ASN
12
Advisory Services Network
Georgia
$939K +$939K +21,717 New
FAM
13
Formidable Asset Management
Ohio
$929K -$35.6K -824 -4%
SCFS
14
S.C. Financial Services
Arizona
$818K +$818K +19,387 New
VCM
15
Virtue Capital Management
Tennessee
$591K +$371K +8,574 +168%
MWM
16
MBE Wealth Management
Wisconsin
$445K +$36.9K +854 +9%
JCM
17
Jacobi Capital Management
Pennsylvania
$407K – – –
CWM
18
Collaborative Wealth Management
Florida
$397K +$397K +9,181 New
Citadel Advisors
19
Citadel Advisors
Florida
$367K +$367K +8,490 New
MFG
20
Menard Financial Group
Texas
$220K -$22.3K -516 -9%
LPL Financial
21
LPL Financial
California
$215K +$215K +4,972 New
CPIG
22
Chicago Partners Investment Group
Illinois
$206K +$81 +2 +0%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$87K -$1.52K -35 -2%
CA
24
CoreCap Advisors
Michigan
$84K +$84K +1,931 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$26K – – –
1
2