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Aptus Behavioral Momentum ETF

54 hedge funds and large institutions have $318M invested in Aptus Behavioral Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

17.56% more ownership

Funds ownership: 118.8%136.36% (+18%)

9% more capital invested

Capital invested by funds: $292M → $318M (+$26.1M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less funds holding

Funds holding: 5654 (-2)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
9
Increased
19
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$135M -$2.8M -54,482 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.7M +$29.8M +579,957 New
SLC
3
Second Line Capital
Louisiana
$23.6M -$49.8K -969 -0.2%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.5M +$263K +5,114 +1%
SAW
5
Signal Advisors Wealth
Michigan
$15.3M +$459K +8,934 +3%
PPC
6
Park Place Capital
Alabama
$14.5M +$457K +8,896 +3%
WC
7
Waterloo Capital
Texas
$12.8M -$219K -4,264 -2%
6SA
8
6th Street Advisors
Alabama
$10.6M +$11M +214,989 New
BCM
9
Bienville Capital Management
New York
$7.98M -$221K -4,302 -3%
SOS
10
Silver Oak Securities
Tennessee
$4.94M -$623K -12,121 -11%
MWM
11
MBE Wealth Management
Wisconsin
$4.5M -$27.3K -531 -0.6%
SRS
12
Strong Retirement Solutions
Washington
$3.85M -$700K -13,629 -15%
LRWM
13
Lord & Richards Wealth Management
Colorado
$3.54M +$22.2K +433 +0.6%
IAA
14
Independent Advisor Alliance
North Carolina
$3.12M +$1.83M +35,712 +130%
Raymond James Financial
15
Raymond James Financial
Florida
$2.86M +$140K +2,734 +5%
MWM
16
Maripau Wealth Management
Indiana
$2.66M +$231K +4,495 +9%
RB
17
Renasant Bank
Mississippi
$2.2M -$168K -3,273 -7%
OPOWM
18
One Plus One Wealth Management
Florida
$2.09M +$65.1K +1,268 +3%
RIA
19
Regal Investment Advisors
Michigan
$1.96M +$63.4K +1,235 +3%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.74M +$230K +4,471 +15%
CCP
21
Cushing Capital Partners
Wisconsin
$1.67M +$33.6K +655 +2%
UAG
22
United Advisor Group
Ohio
$1.41M +$104K +2,020 +8%
LPL Financial
23
LPL Financial
California
$1.34M -$408K -7,944 -23%
AI
24
Atria Investments
North Carolina
$1.29M -$96.1K -1,870 -7%
FIA
25
Foundations Investment Advisors
Arizona
$1.29M +$23.2K +452 +2%

ADME Hedge Fund Activity: Q1 2026 in Review

54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Aptus Behavioral Momentum ETF (ADME) for Q1 2026, worth a combined $318M — up 8.9% from $292M a quarter earlier.

Fund positioning in ADME was balanced in Q1 2026: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $29.8M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.8M.

  • 54 institutional investors held Aptus Behavioral Momentum ETF (ADME) as of Q1 2026, down from 56 in Q4 2025.
  • Funds reported $318M of Aptus Behavioral Momentum ETF stock for Q1 2026, up 8.9% quarter-over-quarter.
  • 9 funds opened new Aptus Behavioral Momentum ETF positions in Q1 2026 and 9 closed out, a net change of 0 holders.
  • The largest Aptus Behavioral Momentum ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $29.8M added.
  • The largest Aptus Behavioral Momentum ETF seller in Q1 2026 was Aptus Capital Advisors, an estimated $2.8M sold.

Based on aggregated 13F filings for Q1 2026.