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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

40 hedge funds and large institutions have $186M invested in Aptus Behavioral Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
18
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$11.5M
2
FIA
2
Foundations Investment Advisors
Arizona
$10M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M
4
PPC
4
Park Place Capital
Alabama
$3.53M
5
ACA
5
Aptus Capital Advisors
Alabama
$87.2M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$1.57M
2
ARC
2
Advisor Resource Council
Texas
$0
3
SWM
3
Sugarloaf Wealth Management
Georgia
$2.31M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$87.2M +$2.01M +45,900 +2%
SLC
2
Second Line Capital
Louisiana
$16.5M +$937K +21,425 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M +$4.17M +95,228 +42%
OP
4
ORG Partners
Indiana
$11.5M +$11.5M +262,423 New
FIA
5
Foundations Investment Advisors
Arizona
$10M +$8.87M +202,876 +769%
WC
6
Waterloo Capital
Texas
$9.35M +$43.9K +1,004 +0.5%
BCM
7
Bienville Capital Management
New York
$6.14M +$297K +6,791 +5%
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.24M -$237K -5,413 -5%
PPC
9
Park Place Capital
Alabama
$3.53M +$3.53M +80,744 New
SOS
10
Silver Oak Securities
Tennessee
$2.98M +$407K +9,301 +16%
SWM
11
Sugarloaf Wealth Management
Georgia
$2.31M -$378K -8,651 -14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.18M +$179K +4,094 +9%
LPL Financial
13
LPL Financial
California
$1.76M +$434K +9,928 +33%
OPOWM
14
One Plus One Wealth Management
Florida
$1.68M +$62.7K +1,434 +4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.57M -$5.84M -133,403 -79%
GSEP
16
Golden State Equity Partners
California
$1.27M +$1.27M +29,107 New
MWM
17
MBE Wealth Management
Wisconsin
$1.26M +$54.3K +1,241 +5%
BF
18
Brogan Financial
Tennessee
$1.21M +$86.6K +1,979 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.03M +$50.1K +1,145 +5%
TVM
20
True Vision MN
Minnesota
$810K +$810K +18,513 New
AI
21
Atria Investments
North Carolina
$804K +$804K +18,390 New
ASN
22
Advisory Services Network
Georgia
$774K +$115K +2,623 +17%
UAG
23
United Advisor Group
Ohio
$762K +$244K +5,579 +47%
FAM
24
Formidable Asset Management
Ohio
$743K -$29.4K -673 -4%
AFG
25
Atomi Financial Group
New York
$653K +$24.6K +563 +4%
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