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Aptus Behavioral Momentum ETF

32 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, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

25% more capital invested

Capital invested by funds: $242M → $303M (+$61.4M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1.37% more ownership

Funds ownership: 78.03%79.4% (+1.4%)

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
5
Increased
14
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$167M +$30.9M +757,914 +23%
SWM
2
Sugarloaf Wealth Management
Georgia
$38.3M +$2.96M +72,413 +8%
FP
3
Fiduciary Planning
Florida
$23.3M +$2.63M +64,505 +13%
FHC
4
First Heartland Consultants
Missouri
$22.1M +$639K +15,651 +3%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.7M +$2.38M +58,301 +16%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$9.85M +$9.82M +240,473 New
PWS
7
Precision Wealth Strategies
Missouri
$6.74M +$922K +22,583 +16%
OPOWM
8
One Plus One Wealth Management
Florida
$2.58M +$437K +10,700 +20%
SOS
9
Silver Oak Securities
Tennessee
$1.63M +$1.64M +40,258 New
MWM
10
MBE Wealth Management
Wisconsin
$1.44M +$1.02M +24,882 +242%
ASN
11
Advisory Services Network
Georgia
$1.32M +$433K +10,618 +49%
LPL Financial
12
LPL Financial
California
$1.26M +$1.05M +25,695 +517%
SG
13
StoneX Group
New York
$1.25M -$91.2K -2,235 -7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.14M -$87K -2,130 -7%
OMC
15
Old Mission Capital
Illinois
$918K -$1.74M -42,687 -66%
HighTower Advisors
16
HighTower Advisors
Illinois
$881K -$6.41K -157 -0.7%
FAM
17
Formidable Asset Management
Ohio
$874K -$5.92K -145 -0.7%
SCFS
18
S.C. Financial Services
Arizona
$769K -$24.8K -607 -3%
SPC
19
Sigma Planning Corp
Michigan
$748K +$746K +18,263 New
GRP
20
Global Retirement Partners
California
$704K +$798K +19,547 New
VCM
21
Virtue Capital Management
Tennessee
$641K +$81.4K +1,994 +15%
IA
22
IFP Advisors
Florida
$574K +$677K +16,589 New
JCM
23
Jacobi Capital Management
Pennsylvania
$410K +$24.1K +591 +6%
IFG
24
Independent Financial Group
California
$387K +$150K +3,681 +64%
MFG
25
Menard Financial Group
Texas
$208K

ADME Hedge Fund Activity: Q1 2022 in Review

32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2022, worth a combined $303M — up 25% from $242M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ADME positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $30.9M. The largest seller was Old Mission Capital, cutting an estimated $1.74M.

  • 32 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $303M of Aptus Behavioral Momentum ETF stock for Q1 2022, up 25% quarter-over-quarter.
  • 5 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2022 and 4 closed out, a net change of +1 holder.
  • The largest Aptus Behavioral Momentum ETF buyer in Q1 2022 was Aptus Capital Advisors, an estimated $30.9M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q1 2022 was Old Mission Capital, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2022.