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Aptus Behavioral Momentum ETF

49 hedge funds and large institutions have $284M invested in Aptus Behavioral Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20.06% more ownership

Funds ownership: 108.35%128.41% (+20%)

18% more capital invested

Capital invested by funds: $241M → $284M (+$43.1M)

11% more funds holding

Funds holding: 4449 (+5)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
23
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$124M +$29.2M +618,907 +30%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.1M +$2.05M +43,453 +12%
SLC
3
Second Line Capital
Louisiana
$18.6M +$400K +8,481 +2%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.4M +$13.1M +277,496 +290%
OP
5
ORG Partners
Indiana
$12.9M +$415K +8,790 +3%
CG
6
Clarus Group
Texas
$11.2M +$11.3M +240,097 New
WC
7
Waterloo Capital
Texas
$10.6M +$248K +5,261 +2%
FHC
8
First Heartland Consultants
Missouri
$9.1M -$578K -12,243 -6%
PPC
9
Park Place Capital
Alabama
$7.78M +$2.15M +45,483 +38%
BCM
10
Bienville Capital Management
New York
$7.78M +$1.11M +23,464 +16%
SAW
11
Signal Advisors Wealth
Michigan
$4.42M +$2.61M +55,375 +141%
SHF
12
Safe Harbor Fiduciary
Florida
$3.84M -$31.4K -666 -0.8%
SOS
13
Silver Oak Securities
Tennessee
$3.77M +$178K +3,764 +5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.7M +$1.29M +27,278 +89%
SWM
15
Sugarloaf Wealth Management
Georgia
$2.23M -$172K -3,641 -7%
RB
16
Renasant Bank
Mississippi
$2.04M +$911K +19,305 +80%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.96M +$63.5K +1,345 +3%
LPL Financial
18
LPL Financial
California
$1.94M +$13.5K +287 +0.7%
MWM
19
MBE Wealth Management
Wisconsin
$1.89M +$342K +7,258 +22%
OPOWM
20
One Plus One Wealth Management
Florida
$1.87M +$62.2K +1,318 +3%
MWM
21
Maripau Wealth Management
Indiana
$1.85M +$942K +19,969 +102%
ASN
22
Advisory Services Network
Georgia
$1.51M +$691K +14,641 +83%
OMC
23
Old Mission Capital
Illinois
$1.5M +$241K +5,117 +19%
GSEP
24
Golden State Equity Partners
California
$1.32M +$1.34M +28,360 New
CCP
25
Cushing Capital Partners
Wisconsin
$1.32M +$1.34M +28,310 New

ADME Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2024, worth a combined $284M — up 18% from $241M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ADME positions and 2 closed out — a net gain of 7 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $29.2M. The largest seller was Foundations Investment Advisors, cutting an estimated $27.8M.

  • 49 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $284M of Aptus Behavioral Momentum ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 9 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $29.2M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q4 2024 was Foundations Investment Advisors, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.