ADME icon

Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

37 hedge funds and large institutions have $160M invested in Aptus Behavioral Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
12
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$81.8M
2
FIA
Foundations Investment Advisors
Arizona
$1.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.92M
4
UAG
United Advisor Group
Ohio
$497K
5
OMC
Old Mission Capital
Illinois
$326K

Top Sellers

1
OP
ORG Partners
Indiana
$0
2
FHC
First Heartland Consultants
Missouri
$8.57M
3
Wolverine Trading
Wolverine Trading
Illinois
$263K
4
MWM
MBE Wealth Management
Wisconsin
$1.16M
5
ASN
Advisory Services Network
Georgia
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$81.8M +$1.4M +33,360 +2%
SLC
2
Second Line Capital
Louisiana
$15M +$56.5K +1,346 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.43M +$253K +6,031 +3%
WC
4
Waterloo Capital
Texas
$8.93M -$234K -5,566 -3%
FHC
5
First Heartland Consultants
Missouri
$8.57M -$3.1M -73,855 -27%
IWC
6
Integrated Wealth Concepts
Massachusetts
$7.11M +$317K +7,555 +5%
BCM
7
Bienville Capital Management
New York
$5.61M – – –
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.3M -$219K -5,221 -5%
SWM
9
Sugarloaf Wealth Management
Georgia
$2.58M -$494K -11,753 -16%
SOS
10
Silver Oak Securities
Tennessee
$2.47M +$9.15K +218 +0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.92M +$1.05M +25,092 +121%
OPOWM
12
One Plus One Wealth Management
Florida
$1.55M -$280K -6,664 -15%
LPL Financial
13
LPL Financial
California
$1.28M -$317K -7,541 -20%
MWM
14
MBE Wealth Management
Wisconsin
$1.16M -$1.1M -26,252 -49%
FIA
15
Foundations Investment Advisors
Arizona
$1.11M +$1.11M +26,390 New
BF
16
Brogan Financial
Tennessee
$1.08M +$44K +1,047 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$942K -$171K -4,082 -15%
FAM
18
Formidable Asset Management
Ohio
$741K -$9.66K -230 -1%
ASN
19
Advisory Services Network
Georgia
$633K -$596K -14,189 -48%
AFG
20
Atomi Financial Group
New York
$603K +$58.9K +1,403 +11%
Citadel Advisors
21
Citadel Advisors
Florida
$594K +$197K +4,680 +49%
ARC
22
Advisor Resource Council
Texas
$523K +$500 +13 +0.1%
UAG
23
United Advisor Group
Ohio
$497K +$497K +11,837 New
APW
24
Axim Planning & Wealth
Ohio
$478K +$27.1K +646 +6%
OMC
25
Old Mission Capital
Illinois
$326K +$326K +7,759 New
1
2