Aptus Drawdown Managed Equity ETF (ADME) Institutional Ownership

$40.65
+0.42 (+1.04%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Aptus Drawdown Managed Equity ETF (BATS:ADME)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$9.61M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$29.85M
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ADME Institutional Buying and Selling by Quarter

Aptus Drawdown Managed Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Sugarloaf Wealth Management LLC61,364$2.58M0.5%-16.1%1.577%
2/14/2024Waterloo Capital L.P.218,304$8.39M1.4%-0.3%4.166%
2/7/2024Formidable Asset Management LLC17,886$698K0.1%-5.6%0.341%
1/29/2024ORG Partners LLC246,611$9.48M1.6%+5,281.0%4.706%
1/10/2024Sugarloaf Wealth Management LLC73,117$2.81M0.6%-1.0%1.395%
11/13/2023Sugarloaf Wealth Management LLC73,874$2.59M0.6%-8.4%1.410%
11/9/2023Formidable Asset Management LLC18,947$664K0.1%-3.0%0.362%
11/3/2023ORG Partners LLC4,583$161K0.1%N/A0.087%
7/13/2023Sugarloaf Wealth Management LLC80,670$2.94M0.7%-13.3%1.381%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC4,287$148K0.0%N/A0.073%
4/26/2023Sugarloaf Wealth Management LLC93,030$3.22M0.8%-89.9%1.129%
3/6/2023OLD Mission Capital LLC51,217$1.72M0.0%N/A0.622%
2/10/2023CoreCap Advisors LLC1,679$56K0.0%N/A0.000%
2/3/2023Sugarloaf Wealth Management LLC918,361$30.84M7.7%+2.8%0.000%
11/15/2022Formidable Asset Management LLC20,432$710K0.2%-1.4%0.000%
8/16/2022Formidable Asset Management LLC20,732$730K0.2%-2.9%0.000%
8/11/2022CoreCap Advisors LLC1,676$58K0.0%N/A0.000%
8/5/2022OLD Mission Capital LLC27,952$965K0.0%+24.6%0.000%
7/29/2022Patriot Financial Group Insurance Agency LLC1,641$57K0.0%-18.3%0.000%
2/10/2022OLD Mission Capital LLC65,113$2.82M0.1%+26.0%0.000%
11/12/2021OLD Mission Capital LLC51,664$2.04M0.1%N/A0.000%
8/16/2021Formidable Asset Management LLC12,482$502K0.1%-90.7%0.000%
8/13/2021Sigma Planning Corp5,156$205K0.0%N/A0.000%
8/1/2021Patriot Financial Group Insurance Agency LLC2,199$87K0.0%-14.0%0.000%
1/15/2021Patriot Financial Group Insurance Agency LLC2,556$92K0.0%N/A0.000%
12/14/2020Formidable Asset Management LLC178,977$6.01M1.7%-6.1%0.000%
8/26/2020 AdvisorNet Financial Inc11,537$370K0.0%N/A0.000%
8/13/2020Formidable Asset Management LLC190,645$6.21M1.8%N/A0.000%
(Data available from 1/1/2016 forward)

ADME Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADME shares?

During the previous two years, the following institutional investors and hedge funds held shares of Aptus Drawdown Managed Equity ETF shares: ORG Partners LLC ($9.48M), Waterloo Capital L.P. ($8.39M), Sugarloaf Wealth Management LLC ($2.58M), OLD Mission Capital LLC ($1.72M), Formidable Asset Management LLC ($698K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($148K), and Patriot Financial Group Insurance Agency LLC ($57K).Learn more on ADME's institutional investors.

Which institutional investors have been buying Aptus Drawdown Managed Equity ETF stock?

The following institutional investors have purchased Aptus Drawdown Managed Equity ETF stock in the last 24 months: ORG Partners LLC ($246.61K), OLD Mission Capital LLC ($56.74K), Sugarloaf Wealth Management LLC ($24.80K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.29K), and CoreCap Advisors LLC ($3.36K).

How much institutional buying is happening at Aptus Drawdown Managed Equity ETF?

Institutional investors have bought a total of 335,793 shares in the last 24 months. This purchase volume represents approximately $12.47M in transactions.

Which Aptus Drawdown Managed Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Aptus Drawdown Managed Equity ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($857.00K), Formidable Asset Management LLC ($2.56K), Waterloo Capital L.P. ($631.00), and Patriot Financial Group Insurance Agency LLC ($367.00).

How much institutional selling is happening at Aptus Drawdown Managed Equity ETF?

Institutional investors have sold a total of 860,553 shares in the last 24 months. This volume of shares sold represents approximately $29.90M in transactions.


This page (BATS:ADME) was last updated on 4/23/2024 by MarketBeat.com Staff

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