We are live on ! Find out more
ADME icon

Aptus Behavioral Momentum ETF

49 hedge funds and large institutions have $271M invested in Aptus Behavioral Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 4949 (0)

5% less capital invested

Capital invested by funds: $284M → $271M (-$13M)

10.06% less ownership

Funds ownership: 128.41%118.35% (-10%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
8
Increased
22
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$115M -$3.35M -71,614 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M +$4.38M +93,806 +23%
SLC
3
Second Line Capital
Louisiana
$18.4M +$698K +14,944 +4%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.8M +$265K +5,680 +2%
PPC
5
Park Place Capital
Alabama
$11M +$3.82M +81,833 +49%
WC
6
Waterloo Capital
Texas
$10.8M +$740K +15,832 +7%
CG
7
Clarus Group
Texas
$10M -$654K -14,010 -6%
FHC
8
First Heartland Consultants
Missouri
$8.83M +$182K +3,892 +2%
BCM
9
Bienville Capital Management
New York
$8.14M +$788K +16,872 +10%
SAW
10
Signal Advisors Wealth
Michigan
$6.48M +$2.4M +51,380 +54%
MWM
11
MBE Wealth Management
Wisconsin
$4.63M +$2.98M +63,755 +158%
SOS
12
Silver Oak Securities
Tennessee
$4.04M +$516K +11,055 +14%
SHF
13
Safe Harbor Fiduciary
Florida
$3.63M -$22.4K -480 -0.6%
UWP
14
Uniting Wealth Partners
Kansas
$3.08M +$3.24M +69,342 New
RB
15
Renasant Bank
Mississippi
$2.63M +$729K +15,598 +36%
LRWM
16
Lord & Richards Wealth Management
Colorado
$2.43M +$1.57M +33,622 +160%
MWM
17
Maripau Wealth Management
Indiana
$2.19M +$454K +9,714 +25%
LPL Financial
18
LPL Financial
California
$1.86M +$12.8K +273 +0.7%
OPOWM
19
One Plus One Wealth Management
Florida
$1.75M -$32.8K -702 -2%
ASN
20
Advisory Services Network
Georgia
$1.68M +$258K +5,515 +17%
ARC
21
Advisor Resource Council
Texas
$1.48M +$1.88M +40,238 New
Raymond James Financial
22
Raymond James Financial
Florida
$1.32M +$173K +3,710 +14%
CCP
23
Cushing Capital Partners
Wisconsin
$1.27M +$16.2K +346 +1%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.22M -$669K -14,330 -34%
FIA
25
Foundations Investment Advisors
Arizona
$1.22M +$57.6K +1,234 +5%

ADME Hedge Fund Activity: Q1 2025 in Review

49 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2025, worth a combined $271M — down 4.6% from $284M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ADME positions and 6 closed out — a net gain of 2 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.38M. The largest seller was ORG Partners, cutting an estimated $12.7M.

  • 49 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $271M of Aptus Behavioral Momentum ETF stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 8 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2025 and 6 closed out, a net change of +2 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.38M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q1 2025 was ORG Partners, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.