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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

39 hedge funds and large institutions have $269M invested in Aptus Behavioral Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
6
Increased
13
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$141M
2
ARC
Advisor Resource Council
Texas
$8.74M
3
FP
Fiduciary Planning
Florida
$19.4M
4
OPOWM
One Plus One Wealth Management
Florida
$1.88M
5
MWM
MBE Wealth Management
Wisconsin
$1.7M

Top Sellers

1
SWM
Sugarloaf Wealth Management
Georgia
$3.22M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$41K
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.8M
4
PWS
Precision Wealth Strategies
Missouri
$561K
5
SG
StoneX Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$141M +$24.2M +699,754 +21%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.8M -$6.77M -195,552 -18%
FP
3
Fiduciary Planning
Florida
$19.4M +$1.03M +29,673 +6%
FHC
4
First Heartland Consultants
Missouri
$14.3M -$252K -7,282 -2%
WC
5
Waterloo Capital
Texas
$9.96M +$9.96M +287,842 New
BCM
6
Bienville Capital Management
New York
$8.92M +$7.99K +231 +0.1%
ARC
7
Advisor Resource Council
Texas
$8.74M +$7.67M +220,704 +711%
DAM
8
Derbend Asset Management
Georgia
$6.79M +$142K +4,117 +2%
SOS
9
Silver Oak Securities
Tennessee
$4.88M +$261K +7,545 +6%
SWM
10
Sugarloaf Wealth Management
Georgia
$3.22M -$28.6M -825,331 -90%
BF
11
Brogan Financial
Tennessee
$2.8M +$29.3K +847 +1%
OPOWM
12
One Plus One Wealth Management
Florida
$1.88M +$374K +10,808 +25%
MWM
13
MBE Wealth Management
Wisconsin
$1.7M +$301K +8,699 +21%
LPL Financial
14
LPL Financial
California
$1.67M -$20.1K -582 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.41M +$111K +3,183 +9%
Citadel Advisors
16
Citadel Advisors
Florida
$1.21M -$447K -12,932 -27%
OMC
17
Old Mission Capital
Illinois
$1.14M -$634K -18,312 -36%
GSEP
18
Golden State Equity Partners
California
$1.08M +$1.08M +31,337 New
Wolverine Trading
19
Wolverine Trading
Illinois
$1.08M -$300K -8,785 -22%
ASN
20
Advisory Services Network
Georgia
$972K -$12.4K -357 -1%
AFG
21
Atomi Financial Group
New York
$812K +$812K +23,472 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$803K -$24K -694 -3%
SPC
23
Sigma Planning Corp
Michigan
$801K +$25.5K +736 +3%
APW
24
Axim Planning & Wealth
Ohio
$709K -$82.7K -2,390 -10%
FAM
25
Formidable Asset Management
Ohio
$682K -$26.2K -757 -4%
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