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Aptus Behavioral Momentum ETF

47 hedge funds and large institutions have $290M invested in Aptus Behavioral Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

4% more capital invested

Capital invested by funds: $279M → $290M (+$10.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.12% less ownership

Funds ownership: 126.18%119.06% (-7.1%)

10% less funds holding

Funds holding: 5247 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
21
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$124M -$11.9M -240,316 -9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.5M +$791K +16,010 +3%
SLC
3
Second Line Capital
Louisiana
$22M +$191K +3,857 +0.9%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4M +$322K +6,518 +2%
SAW
5
Signal Advisors Wealth
Michigan
$14M +$3.76M +76,129 +38%
PPC
6
Park Place Capital
Alabama
$13.8M +$578K +11,699 +5%
WC
7
Waterloo Capital
Texas
$13.2M -$18.2K -368 -0.1%
BCM
8
Bienville Capital Management
New York
$8.37M +$338K +6,838 +4%
SOS
9
Silver Oak Securities
Tennessee
$5.48M +$346K +6,998 +7%
UWP
10
Uniting Wealth Partners
Kansas
$5.45M +$1.06M +21,472 +25%
MWM
11
MBE Wealth Management
Wisconsin
$4.52M -$810K -16,400 -16%
LRWM
12
Lord & Richards Wealth Management
Colorado
$3.51M +$164K +3,311 +5%
RB
13
Renasant Bank
Mississippi
$3.01M -$5.88K -119 -0.2%
Raymond James Financial
14
Raymond James Financial
Florida
$2.46M +$911K +18,434 +62%
MWM
15
Maripau Wealth Management
Indiana
$2.31M -$12.2K -247 -0.5%
LPL Financial
16
LPL Financial
California
$2.27M +$234K +4,738 +12%
OPOWM
17
One Plus One Wealth Management
Florida
$2.09M +$61K +1,235 +3%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.59M +$227K +4,586 +17%
CCP
19
Cushing Capital Partners
Wisconsin
$1.49M -$17.4K -353 -1%
UAG
20
United Advisor Group
Ohio
$1.36M +$95K +1,923 +8%
AI
21
Atria Investments
North Carolina
$1.27M +$173K +3,504 +16%
FIA
22
Foundations Investment Advisors
Arizona
$1.24M +$9.29K +188 +0.8%
SHFP
23
Second Half Financial Partners
Florida
$1.15M -$50.7K -1,027 -4%
TVM
24
True Vision MN
Minnesota
$1.08M -$53.4K -1,081 -5%
ASN
25
Advisory Services Network
Georgia
$815K -$67.6K -1,369 -8%

ADME Hedge Fund Activity: Q3 2025 in Review

47 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q3 2025, worth a combined $290M — up 3.8% from $279M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ADME and 2 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Signal Advisors Wealth, adding an estimated $3.76M. The largest seller was Aptus Capital Advisors, cutting an estimated $11.9M.

  • 47 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q3 2025, down from 52 in Q2 2025.
  • Funds reported $290M of Aptus Behavioral Momentum ETF stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 2 funds opened new Aptus Behavioral Momentum ETF positions in Q3 2025 and 6 closed out, a net change of -4 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q3 2025 was Signal Advisors Wealth, an estimated $3.76M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q3 2025 was Aptus Capital Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2025.