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Aptus Behavioral Momentum ETF

36 hedge funds and large institutions have $161M invested in Aptus Behavioral Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
6
Increased
10
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$73.6M -$10.8M -281,664 -13%
SLC
2
Second Line Capital
Louisiana
$13.7M +$13.7M +355,097 New
FHC
3
First Heartland Consultants
Missouri
$10.7M +$159K +4,129 +2%
OP
4
ORG Partners
Indiana
$9.48M +$9.3M +242,028 +5,281%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.4M +$198K +5,148 +2%
WC
6
Waterloo Capital
Texas
$8.39M -$24.3K -631 -0.3%
IWC
7
Integrated Wealth Concepts
Massachusetts
$6.22M +$432K +11,237 +7%
BCM
8
Bienville Capital Management
New York
$5.13M
GWANC
9
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.13M -$722K -18,774 -15%
SWM
10
Sugarloaf Wealth Management
Georgia
$2.81M -$29.1K -757 -1%
SOS
11
Silver Oak Securities
Tennessee
$2.25M +$293K +7,621 +15%
Wolverine Trading
12
Wolverine Trading
Illinois
$2.2M +$1.67M +43,548 +316%
MWM
13
MBE Wealth Management
Wisconsin
$2.07M -$42.1K -1,096 -2%
OPOWM
14
One Plus One Wealth Management
Florida
$1.67M -$846 -22 -0.1%
LPL Financial
15
LPL Financial
California
$1.46M +$572K +14,886 +65%
ASN
16
Advisory Services Network
Georgia
$1.13M +$103K +2,685 +10%
GSEP
17
Golden State Equity Partners
California
$1.08M -$252K -6,567 -19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.02M +$17.2K +448 +2%
BF
19
Brogan Financial
Tennessee
$951K -$2.56M -66,617 -73%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$797K +$475K +12,350 +147%
FAM
21
Formidable Asset Management
Ohio
$698K -$41.4K -1,061 -6%
ARC
22
Advisor Resource Council
Texas
$523K +$523K +13,598 New
AFG
23
Atomi Financial Group
New York
$498K -$13.2K -344 -3%
APW
24
Axim Planning & Wealth
Ohio
$413K -$330K -8,573 -44%
Citadel Advisors
25
Citadel Advisors
Florida
$364K +$364K +9,475 New