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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

31 hedge funds and large institutions have $303M invested in Aptus Behavioral Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$167M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$9.85M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$38.3M
4
FP
4
Fiduciary Planning
Florida
$23.3M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.7M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$918K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CPIG
3
Chicago Partners Investment Group
Illinois
$0
4
SG
4
StoneX Group
New York
$1.25M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$167M +$31M +757,914 +23%
SWM
2
Sugarloaf Wealth Management
Georgia
$38.3M +$2.97M +72,413 +8%
FP
3
Fiduciary Planning
Florida
$23.3M +$2.64M +64,505 +13%
FHC
4
First Heartland Consultants
Missouri
$22.1M +$641K +15,651 +3%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.7M +$2.39M +58,301 +16%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$9.85M +$9.85M +240,473 New
PWS
7
Precision Wealth Strategies
Missouri
$6.74M +$925K +22,583 +16%
OPOWM
8
One Plus One Wealth Management
Florida
$2.58M +$438K +10,700 +20%
SOS
9
Silver Oak Securities
Tennessee
$1.63M +$1.63M +40,258 New
MWM
10
MBE Wealth Management
Wisconsin
$1.44M +$1.02M +24,882 +242%
ASN
11
Advisory Services Network
Georgia
$1.32M +$434K +10,618 +49%
LPL Financial
12
LPL Financial
California
$1.26M +$1.05M +25,695 +517%
SG
13
StoneX Group
New York
$1.25M -$91.5K -2,235 -7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.14M -$87.2K -2,130 -7%
OMC
15
Old Mission Capital
Illinois
$918K -$1.75M -42,687 -66%
HighTower Advisors
16
HighTower Advisors
Illinois
$881K -$6.42K -157 -0.7%
FAM
17
Formidable Asset Management
Ohio
$874K -$5.94K -145 -0.7%
SCFS
18
S.C. Financial Services
Arizona
$769K -$24.9K -607 -3%
SPC
19
Sigma Planning Corp
Michigan
$748K +$748K +18,263 New
GRP
20
Global Retirement Partners
California
$704K +$704K +19,547 New
VCM
21
Virtue Capital Management
Tennessee
$641K +$81.6K +1,994 +15%
IA
22
IFP Advisors
Florida
$574K +$574K +16,589 New
JCM
23
Jacobi Capital Management
Pennsylvania
$410K +$24.2K +591 +6%
MFG
24
Menard Financial Group
Texas
$208K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$180K +$25.3K +6,829 +16%
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