Aptus Behavioral Momentum ETF
ADME
38 hedge funds and large institutions have $321M invested in Aptus Behavioral Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
20.07% more ownership
Funds ownership: 79.4% → 99.47% (+20%)
19% more funds holding
Funds holding: 32 → 38 (+6)
6% more capital invested
Capital invested by funds: $303M → $321M (+$17.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$44.5M |
| 2 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
+$6.63M |
| 3 |
BCM
Bienville Capital Management
New York
|
+$4.48M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$3.66M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$548K |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$387K |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$284K |
| 4 |
MFG
Menard Financial Group
Houston,
Texas
|
-$208K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$190K |
ADME Hedge Fund Activity: Q2 2022 in Review
38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q2 2022, worth a combined $321M — up 5.8% from $303M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ADME positions and 3 closed out — a net gain of 6 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $44.5M. The largest seller was Osaic Holdings, cutting an estimated $548K.
- 38 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q2 2022, up from 32 in Q1 2022.
- Funds reported $321M of Aptus Behavioral Momentum ETF stock for Q2 2022, up 5.8% quarter-over-quarter.
- 9 funds opened new Aptus Behavioral Momentum ETF positions in Q2 2022 and 3 closed out, a net change of +6 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $44.5M added.
- The largest Aptus Behavioral Momentum ETF seller in Q2 2022 was Osaic Holdings, an estimated $548K sold.
Based on aggregated 13F filings for Q2 2022.