Aptus Behavioral Momentum ETF
ADME
36 hedge funds and large institutions have $180M invested in Aptus Behavioral Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 22 reducing their positions, and 6 closing their positions.
8% less funds holding
Funds holding: 39 → 36 (-3)
20.01% less ownership
Funds ownership: 112.79% → 92.78% (-20%)
33% less capital invested
Capital invested by funds: $269M → $180M (-$88.5M)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
73% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.23M |
| 2 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$320K |
| 3 |
SG
StoneX Group
New York
|
+$271K |
| 4 |
BF
Brogan Financial
Knoxville,
Tennessee
|
+$200K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$49.8M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$26.3M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$8.74M |
| 4 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
-$6.79M |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$5.8M |
ADME Hedge Fund Activity: Q2 2023 in Review
36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q2 2023, worth a combined $180M — down 33% from $269M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ADME and 3 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 6 added.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $5.23M. The largest seller was Aptus Capital Advisors, cutting an estimated $49.8M.
- 36 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q2 2023, down from 39 in Q1 2023.
- Funds reported $180M of Aptus Behavioral Momentum ETF stock for Q2 2023, down 33% quarter-over-quarter.
- 3 funds opened new Aptus Behavioral Momentum ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q2 2023 was Integrated Wealth Concepts, an estimated $5.23M added.
- The largest Aptus Behavioral Momentum ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $49.8M sold.
Based on aggregated 13F filings for Q2 2023.