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Aptus Behavioral Momentum ETF

56 hedge funds and large institutions have $292M invested in Aptus Behavioral Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more funds holding

Funds holding: 4756 (+9)

1% more capital invested

Capital invested by funds: $290M → $292M (+$2.37M)

0.26% less ownership

Funds ownership: 119.06%118.8% (-0.26%)

Holders
56
Holders Change
+9
Holders Change %
+19.15%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
21
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$143M +$18.3M +355,918 +15%
SLC
2
Second Line Capital
Louisiana
$22.5M +$429K +8,346 +2%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$21M +$501K +9,750 +2%
SAW
4
Signal Advisors Wealth
Michigan
$15.4M +$1.3M +25,296 +9%
PPC
5
Park Place Capital
Alabama
$14.6M +$719K +13,999 +5%
WC
6
Waterloo Capital
Texas
$13.5M +$217K +4,218 +2%
BCM
7
Bienville Capital Management
New York
$8.5M +$90.1K +1,754 +1%
SOS
8
Silver Oak Securities
Tennessee
$5.79M +$252K +4,905 +5%
SRS
9
Strong Retirement Solutions
Washington
$4.7M +$4.7M +91,564 New
MWM
10
MBE Wealth Management
Wisconsin
$4.7M +$154K +2,995 +3%
LRWM
11
Lord & Richards Wealth Management
Colorado
$3.65M +$125K +2,436 +4%
SAI
12
Savvy Advisors Inc
New York
$2.83M +$2.84M +55,221 New
Raymond James Financial
13
Raymond James Financial
Florida
$2.83M +$357K +6,955 +14%
MWM
14
Maripau Wealth Management
Indiana
$2.53M +$212K +4,123 +9%
RB
15
Renasant Bank
Mississippi
$2.45M -$572K -11,144 -19%
OPOWM
16
One Plus One Wealth Management
Florida
$2.11M +$5.24K +102 +0.2%
RIA
17
Regal Investment Advisors
Michigan
$1.97M +$1.43M +27,851 +265%
LPL Financial
18
LPL Financial
California
$1.8M -$481K -9,368 -21%
CCP
19
Cushing Capital Partners
Wisconsin
$1.7M +$208K +4,060 +14%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.57M -$22.6K -440 -1%
AI
21
Atria Investments
North Carolina
$1.44M +$165K +3,209 +13%
IAA
22
Independent Advisor Alliance
North Carolina
$1.41M +$913K +17,781 +185%
UAG
23
United Advisor Group
Ohio
$1.36M -$4.31K -84 -0.3%
FIA
24
Foundations Investment Advisors
Arizona
$1.31M +$62K +1,208 +5%
SHFP
25
Second Half Financial Partners
Florida
$1.16M +$9.5K +185 +0.8%

ADME Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q4 2025, worth a combined $292M — up 0.82% from $290M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ADME positions and 4 closed out — a net gain of 9 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18.3M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $28.5M sold.

  • 56 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $292M of Aptus Behavioral Momentum ETF stock for Q4 2025, up 0.82% quarter-over-quarter.
  • 13 funds opened new Aptus Behavioral Momentum ETF positions in Q4 2025 and 4 closed out, a net change of +9 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $18.3M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2025.