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Aptus Behavioral Momentum ETF

33 hedge funds and large institutions have $302M invested in Aptus Behavioral Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
3
Increased
12
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$149M +$12.1M +362,126 +9%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7M -$1.29M -38,719 -2%
SWM
3
Sugarloaf Wealth Management
Georgia
$29.8M -$2.81M -84,224 -9%
FP
4
Fiduciary Planning
Florida
$22.7M +$474K +14,230 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$1.18M +35,467 +13%
BCM
6
Bienville Capital Management
New York
$8.58M +$4.59M +137,689 +115%
DAM
7
Derbend Asset Management
Georgia
$6.12M +$215K +6,443 +4%
PWS
8
Precision Wealth Strategies
Missouri
$5.77M -$97.6K -2,840 -2%
OPOWM
9
One Plus One Wealth Management
Florida
$1.91M +$69.1K +2,075 +4%
LPL Financial
10
LPL Financial
California
$1.79M -$252K -7,559 -12%
SOS
11
Silver Oak Securities
Tennessee
$1.78M -$2.02M -57,588 -53%
MWM
12
MBE Wealth Management
Wisconsin
$1.3M +$28.4K +853 +2%
SG
13
StoneX Group
New York
$1.19M +$198K +5,953 +20%
ASN
14
Advisory Services Network
Georgia
$1.12M -$200 -6 -0%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.06M -$68.1K -2,045 -6%
APW
16
Axim Planning & Wealth
Ohio
$956K +$29.4K +882 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$835K -$2.1K -63 -0.3%
GRP
18
Global Retirement Partners
California
$807K +$196K +5,625 +32%
ARC
19
Advisor Resource Council
Texas
$717K +$717K +21,528 New
FAM
20
Formidable Asset Management
Ohio
$710K -$10.4K -300 -1%
HighTower Advisors
21
HighTower Advisors
Illinois
$710K -$800 -24 -0.1%
IA
22
IFP Advisors
Florida
$600K +$25.2K +727 +4%
SPC
23
Sigma Planning Corp
Michigan
$556K -$201K -6,043 -27%
SCFS
24
S.C. Financial Services
Arizona
$467K -$38.4K -1,153 -8%
JCM
25
Jacobi Capital Management
Pennsylvania
$372K