Aptus Enhanced Yield ETF
JUCY
28 hedge funds and large institutions have $159M invested in Aptus Enhanced Yield ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
115% more funds holding
Funds holding: 13 → 28 (+15)
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
34% more capital invested
Capital invested by funds: $119M → $159M (+$40.8M)
3.4% more ownership
Funds ownership: 52.29% → 55.69% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$14M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$9.49M |
| 3 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
+$6.78M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$5.67M |
| 2 |
Jane Street
New York
|
-$3.39M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$258K |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$81.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $107K | +$107K | +4,289 | New |
|
27
Wells Fargo
San Francisco,
California
| $20.3K | +$20.5K | +816 | New |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| $12.5K | +$12.5K | +500 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$258K | -10,247 | Closed |
|
JUCY Hedge Fund Activity: Q1 2023 in Review
28 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q1 2023, worth a combined $159M — up 34% from $119M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JUCY positions and 1 closed out — a net gain of 15 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was TrueWealth Advisors, opening a new position worth an estimated $14M. The largest seller was Fiduciary Planning, cutting an estimated $5.67M.
- 28 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q1 2023, up from 13 in Q4 2022.
- Funds reported $159M of Aptus Enhanced Yield ETF stock for Q1 2023, up 34% quarter-over-quarter.
- 16 funds opened new Aptus Enhanced Yield ETF positions in Q1 2023 and 1 closed out, a net change of +15 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q1 2023 was TrueWealth Advisors, an estimated $14M added.
- The largest Aptus Enhanced Yield ETF seller in Q1 2023 was Fiduciary Planning, an estimated $5.67M sold.
Based on aggregated 13F filings for Q1 2023.