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Aptus Behavioral Momentum ETF

44 hedge funds and large institutions have $241M invested in Aptus Behavioral Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $186M → $241M (+$54.9M)

10% more funds holding

Funds holding: 4044 (+4)

0.07% less ownership

Funds ownership: 108.42%108.35% (-0.07%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
22
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$94.4M +$2.17M +48,567 +2%
FIA
2
Foundations Investment Advisors
Arizona
$28.4M +$17.3M +386,291 +168%
SLC
3
Second Line Capital
Louisiana
$18M +$556K +12,448 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.8M +$2.01M +44,916 +14%
OP
5
ORG Partners
Indiana
$12.3M +$177K +3,972 +2%
WC
6
Waterloo Capital
Texas
$10.2M +$331K +7,419 +3%
FHC
7
First Heartland Consultants
Missouri
$9.57M -$11.4K -255 -0.1%
BCM
8
Bienville Capital Management
New York
$6.61M +$121K +2,713 +2%
PPC
9
Park Place Capital
Alabama
$5.6M +$1.8M +40,365 +50%
GWANC
10
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.42M -$53.7K -1,202 -1%
SHF
11
Safe Harbor Fiduciary
Florida
$3.83M +$3.7M +82,894 New
SOS
12
Silver Oak Securities
Tennessee
$3.51M +$372K +8,319 +12%
SWM
13
Sugarloaf Wealth Management
Georgia
$2.37M -$59.9K -1,342 -3%
LPL Financial
14
LPL Financial
California
$1.91M +$46.3K +1,036 +3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.87M +$208K +4,654 +13%
SAW
16
Signal Advisors Wealth
Michigan
$1.81M +$1.75M +39,174 New
OPOWM
17
One Plus One Wealth Management
Florida
$1.79M +$21.8K +489 +1%
MWM
18
MBE Wealth Management
Wisconsin
$1.53M +$194K +4,352 +15%
BF
19
Brogan Financial
Tennessee
$1.42M +$129K +2,895 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.41M -$865K -19,375 -39%
ARC
21
Advisor Resource Council
Texas
$1.3M +$1.26M +28,155 New
OMC
22
Old Mission Capital
Illinois
$1.25M +$1.21M +27,088 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.21M +$114K +2,563 +11%
RB
24
Renasant Bank
Mississippi
$1.12M +$1.08M +24,266 New
SHFP
25
Second Half Financial Partners
Florida
$1.08M +$1.05M +23,454 New

ADME Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2024, worth a combined $241M — up 29% from $186M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ADME positions and 4 closed out — a net gain of 4 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $17.3M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $1.27M sold.

  • 44 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2024, up from 40 in Q2 2024.
  • Funds reported $241M of Aptus Behavioral Momentum ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 8 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $17.3M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q3 2024 was Golden State Equity Partners, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2024.