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Aptus Behavioral Momentum ETF

52 hedge funds and large institutions have $279M invested in Aptus Behavioral Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
21
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$129M +$4.01M +83,220 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.1M +$1.95M +40,480 +8%
SLC
3
Second Line Capital
Louisiana
$20.5M +$594K +12,325 +3%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.9M +$679K +14,085 +4%
WC
5
Waterloo Capital
Texas
$12.5M +$815K +16,903 +7%
PPC
6
Park Place Capital
Alabama
$12.4M +$500K +10,404 +4%
SAW
7
Signal Advisors Wealth
Michigan
$9.56M +$2.53M +52,447 +36%
BCM
8
Bienville Capital Management
New York
$7.57M -$1.27M -26,266 -14%
MWM
9
MBE Wealth Management
Wisconsin
$5.06M +$37.4K +775 +0.7%
SOS
10
Silver Oak Securities
Tennessee
$4.83M +$437K +9,070 +10%
UWP
11
Uniting Wealth Partners
Kansas
$4.11M +$763K +15,831 +23%
LRWM
12
Lord & Richards Wealth Management
Colorado
$3.16M +$523K +10,851 +20%
RB
13
Renasant Bank
Mississippi
$2.85M -$5.01K -104 -0.2%
MWM
14
Maripau Wealth Management
Indiana
$2.2M -$187K -3,860 -8%
LPL Financial
15
LPL Financial
California
$1.92M -$103K -2,133 -5%
OPOWM
16
One Plus One Wealth Management
Florida
$1.91M +$14.8K +308 +0.8%
Raymond James Financial
17
Raymond James Financial
Florida
$1.43M +$819 +17 +0.1%
CCP
18
Cushing Capital Partners
Wisconsin
$1.42M +$37.7K +782 +3%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.28M -$48.8K -1,012 -4%
UAG
20
United Advisor Group
Ohio
$1.19M +$18.9K +392 +2%
FIA
21
Foundations Investment Advisors
Arizona
$1.17M -$159K -3,291 -12%
SHFP
22
Second Half Financial Partners
Florida
$1.13M +$20.3K +422 +2%
TVM
23
True Vision MN
Minnesota
$1.07M +$10.5K +218 +1%
AI
24
Atria Investments
North Carolina
$1.03M +$68.7K +1,425 +7%
ASN
25
Advisory Services Network
Georgia
$847K -$1M -20,517 -54%