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Aptus Behavioral Momentum ETF

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

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

3% more funds holding

Funds holding: 3637 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $161M → $160M (-$111K)

4.35% less ownership

Funds ownership: 102.6%98.25% (-4.3%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.53%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$81.8M +$1.34M +33,360 +2%
SLC
2
Second Line Capital
Louisiana
$15M +$54.1K +1,346 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.43M +$242K +6,031 +3%
WC
4
Waterloo Capital
Texas
$8.93M -$224K -5,566 -3%
FHC
5
First Heartland Consultants
Missouri
$8.57M -$2.97M -73,855 -27%
IWC
6
Integrated Wealth Concepts
Massachusetts
$7.11M +$303K +7,555 +5%
BCM
7
Bienville Capital Management
New York
$5.61M
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.3M -$210K -5,221 -5%
SWM
9
Sugarloaf Wealth Management
Georgia
$2.58M -$472K -11,753 -16%
SOS
10
Silver Oak Securities
Tennessee
$2.47M +$8.76K +218 +0.4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.92M +$1.01M +25,092 +121%
OPOWM
12
One Plus One Wealth Management
Florida
$1.55M -$268K -6,664 -15%
LPL Financial
13
LPL Financial
California
$1.28M -$303K -7,541 -20%
MWM
14
MBE Wealth Management
Wisconsin
$1.16M -$1.05M -26,252 -49%
FIA
15
Foundations Investment Advisors
Arizona
$1.11M +$1.06M +26,390 New
BF
16
Brogan Financial
Tennessee
$1.08M +$42K +1,047 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$942K -$164K -4,082 -15%
FAM
18
Formidable Asset Management
Ohio
$741K -$9.24K -230 -1%
ASN
19
Advisory Services Network
Georgia
$633K -$570K -14,189 -48%
AFG
20
Atomi Financial Group
New York
$603K +$56.3K +1,403 +11%
Citadel Advisors
21
Citadel Advisors
Florida
$594K +$188K +4,680 +49%
ARC
22
Advisor Resource Council
Texas
$523K +$522 +13 +0.1%
UAG
23
United Advisor Group
Ohio
$497K +$475K +11,837 New
APW
24
Axim Planning & Wealth
Ohio
$478K +$25.9K +646 +6%
OMC
25
Old Mission Capital
Illinois
$326K +$312K +7,759 New

ADME Hedge Fund Activity: Q1 2024 in Review

37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2024, worth a combined $160M — down 0.07% from $161M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ADME positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $1.34M. The largest seller was ORG Partners, exiting entirely with an estimated $9.48M sold.

  • 37 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $160M of Aptus Behavioral Momentum ETF stock for Q1 2024, down 0.07% quarter-over-quarter.
  • 6 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $1.34M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q1 2024 was ORG Partners, an estimated $9.48M sold.

Based on aggregated 13F filings for Q1 2024.