Aptus Behavioral Momentum ETF
ADME
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.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.36% more ownership
Funds ownership: 99.47% → 100.84% (+1.4%)
6% less capital invested
Capital invested by funds: $321M → $302M (-$18.5M)
13% less funds holding
Funds holding: 38 → 33 (-5)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$12.9M |
| 2 |
BCM
Bienville Capital Management
New York
|
+$4.89M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.26M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$764K |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$2.99M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.04M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$1.37M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$965K |
ADME Hedge Fund Activity: Q3 2022 in Review
33 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2022, worth a combined $302M — down 5.8% from $321M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ADME and 3 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Aptus Capital Advisors, adding an estimated $12.9M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $2.99M.
- 33 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2022, down from 38 in Q2 2022.
- Funds reported $302M of Aptus Behavioral Momentum ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
- 3 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2022 and 8 closed out, a net change of -5 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $12.9M added.
- The largest Aptus Behavioral Momentum ETF seller in Q3 2022 was Sugarloaf Wealth Management, an estimated $2.99M sold.
Based on aggregated 13F filings for Q3 2022.