Aptus Behavioral Momentum ETF
ADME
36 hedge funds and large institutions have $146M invested in Aptus Behavioral Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.76% less ownership
Funds ownership: 92.78% → 90.01% (-2.8%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
19% less capital invested
Capital invested by funds: $180M → $146M (-$34.6M)
65% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.77M |
| 2 |
Jane Street
New York
|
+$468K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$305K |
| 4 |
BF
Brogan Financial
Knoxville,
Tennessee
|
+$173K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$16.3M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.8M |
| 3 |
BCM
Bienville Capital Management
New York
|
-$4.53M |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$4.24M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.73M |
ADME Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2023, worth a combined $146M — down 19% from $180M a quarter earlier.
Fund positioning in ADME was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $7.77M. The largest seller was Aptus Capital Advisors, cutting an estimated $16.3M.
- 36 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $146M of Aptus Behavioral Momentum ETF stock for Q3 2023, down 19% quarter-over-quarter.
- 4 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest Aptus Behavioral Momentum ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $7.77M added.
- The largest Aptus Behavioral Momentum ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $16.3M sold.
Based on aggregated 13F filings for Q3 2023.