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Aptus Behavioral Momentum ETF
ADME

Overview Fund Activity

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
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.17M
2
PPC
Park Place Capital
Alabama
+$3.63M
3
UWP
Uniting Wealth Partners
Kansas
+$3.08M
4
MWM
MBE Wealth Management
Wisconsin
+$2.83M
5
SAW
Signal Advisors Wealth
Michigan
+$2.28M

Top Sellers

1
OP
ORG Partners
Indiana
-$12.1M
2
ACA
Aptus Capital Advisors
Alabama
-$3.18M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.7M
4
OMC
Old Mission Capital
Illinois
-$1.5M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$115M -$3.18M -71,614 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M +$4.17M +93,806 +23%
SLC
3
Second Line Capital
Louisiana
$18.4M +$664K +14,944 +4%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.8M +$252K +5,680 +2%
PPC
5
Park Place Capital
Alabama
$11M +$3.63M +81,833 +49%
WC
6
Waterloo Capital
Texas
$10.8M +$703K +15,832 +7%
CG
7
Clarus Group
Texas
$10M -$622K -14,010 -6%
FHC
8
First Heartland Consultants
Missouri
$8.83M +$173K +3,892 +2%
BCM
9
Bienville Capital Management
New York
$8.14M +$749K +16,872 +10%
SAW
10
Signal Advisors Wealth
Michigan
$6.48M +$2.28M +51,380 +54%
MWM
11
MBE Wealth Management
Wisconsin
$4.63M +$2.83M +63,755 +158%
SOS
12
Silver Oak Securities
Tennessee
$4.04M +$489K +11,055 +14%
SHF
13
Safe Harbor Fiduciary
Florida
$3.63M -$21.3K -480 -0.6%
UWP
14
Uniting Wealth Partners
Kansas
$3.08M +$3.08M +69,342 New
RB
15
Renasant Bank
Mississippi
$2.63M +$693K +15,598 +36%
LRWM
16
Lord & Richards Wealth Management
Colorado
$2.43M +$1.49M +33,622 +160%
MWM
17
Maripau Wealth Management
Indiana
$2.19M +$431K +9,714 +25%
LPL Financial
18
LPL Financial
California
$1.86M +$12.1K +273 +0.7%
OPOWM
19
One Plus One Wealth Management
Florida
$1.75M -$31.2K -702 -2%
ASN
20
Advisory Services Network
Georgia
$1.68M +$245K +5,515 +17%
ARC
21
Advisor Resource Council
Texas
$1.48M +$1.48M +40,238 New
Raymond James Financial
22
Raymond James Financial
Florida
$1.32M +$165K +3,710 +14%
CCP
23
Cushing Capital Partners
Wisconsin
$1.27M +$15.4K +346 +1%
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.22M -$636K -14,330 -34%
FIA
25
Foundations Investment Advisors
Arizona
$1.22M +$54.8K +1,234 +5%
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