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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

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.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.64%
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
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$28.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$94.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M
4
PPC
4
Park Place Capital
Alabama
$5.6M
5
SAW
5
Signal Advisors Wealth
Michigan
$1.81M

Top Sellers

1
GSEP
1
Golden State Equity Partners
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.41M
3
Citadel Advisors
3
Citadel Advisors
Florida
$305K
4
SWM
4
Sugarloaf Wealth Management
Georgia
$2.37M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$94.4M +$2.24M +48,567 +2%
FIA
2
Foundations Investment Advisors
Arizona
$28.4M +$17.8M +386,291 +168%
SLC
3
Second Line Capital
Louisiana
$18M +$575K +12,448 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.8M +$2.08M +44,916 +14%
OP
5
ORG Partners
Indiana
$12.3M +$184K +3,972 +2%
WC
6
Waterloo Capital
Texas
$10.2M +$343K +7,419 +3%
FHC
7
First Heartland Consultants
Missouri
$9.57M -$11.8K -255 -0.1%
BCM
8
Bienville Capital Management
New York
$6.61M +$125K +2,713 +2%
PPC
9
Park Place Capital
Alabama
$5.6M +$1.86M +40,365 +50%
GWANC
10
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.42M -$55.5K -1,202 -1%
SHF
11
Safe Harbor Fiduciary
Florida
$3.83M +$3.83M +82,894 New
SOS
12
Silver Oak Securities
Tennessee
$3.51M +$383K +8,319 +12%
SWM
13
Sugarloaf Wealth Management
Georgia
$2.37M -$62K -1,342 -3%
LPL Financial
14
LPL Financial
California
$1.91M +$47.9K +1,036 +3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.87M +$215K +4,654 +13%
SAW
16
Signal Advisors Wealth
Michigan
$1.81M +$1.81M +39,174 New
OPOWM
17
One Plus One Wealth Management
Florida
$1.79M +$22.6K +489 +1%
MWM
18
MBE Wealth Management
Wisconsin
$1.53M +$201K +4,352 +15%
BF
19
Brogan Financial
Tennessee
$1.42M +$134K +2,895 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.41M -$895K -19,375 -39%
ARC
21
Advisor Resource Council
Texas
$1.3M +$1.3M +28,155 New
OMC
22
Old Mission Capital
Illinois
$1.25M +$1.25M +27,088 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.21M +$118K +2,563 +11%
RB
24
Renasant Bank
Mississippi
$1.12M +$1.12M +24,266 New
SHFP
25
Second Half Financial Partners
Florida
$1.08M +$1.08M +23,454 New
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