Aptus Behavioral Momentum ETF
ADME
38 hedge funds and large institutions have $268M invested in Aptus Behavioral Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
15% more funds holding
Funds holding: 33 → 38 (+5)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
7.78% less ownership
Funds ownership: 100.84% → 93.06% (-7.8%)
11% less capital invested
Capital invested by funds: $302M → $268M (-$33.8M)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.83M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.76M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.65M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$1.39M |
| 5 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$37.5M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$17.1M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$5.2M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.71M |
| 5 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.72M |
ADME Hedge Fund Activity: Q4 2022 in Review
38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2022, worth a combined $268M — down 11% from $302M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ADME positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 17 trimmed.
The largest buyer was Silver Oak Securities, adding an estimated $2.83M. The largest seller was Aptus Capital Advisors, cutting an estimated $37.5M.
- 38 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2022, up from 33 in Q3 2022.
- Funds reported $268M of Aptus Behavioral Momentum ETF stock for Q4 2022, down 11% quarter-over-quarter.
- 7 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q4 2022 was Silver Oak Securities, an estimated $2.83M added.
- The largest Aptus Behavioral Momentum ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $37.5M sold.
Based on aggregated 13F filings for Q4 2022.