Aptus Behavioral Momentum ETF
ADME
40 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, 19 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
19.89% more ownership
Funds ownership: 93.06% → 112.95% (+20%)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5% more funds holding
Funds holding: 38 → 40 (+2)
0% more capital invested
Capital invested by funds: $268M → $269M (+$797K)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$23.8M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$7.52M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.01M |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$368K |
| 5 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$28.1M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$6.66M |
| 4 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$3.47M |
| 5 |
SG
StoneX Group
New York
|
-$766K |
ADME Hedge Fund Activity: Q1 2023 in Review
40 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2023, worth a combined $269M — up 0.3% from $268M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ADME positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 19 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $23.8M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $28.1M.
- 40 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2023, up from 38 in Q4 2022.
- Funds reported $269M of Aptus Behavioral Momentum ETF stock for Q1 2023, up 0.3% quarter-over-quarter.
- 6 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2023 and 3 closed out, a net change of +3 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q1 2023 was Aptus Capital Advisors, an estimated $23.8M added.
- The largest Aptus Behavioral Momentum ETF seller in Q1 2023 was Sugarloaf Wealth Management, an estimated $28.1M sold.
Based on aggregated 13F filings for Q1 2023.