Aptus Enhanced Yield ETF
JUCY
25 hedge funds and large institutions have $232M invested in Aptus Enhanced Yield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 8 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
45% more capital invested
Capital invested by funds: $159M → $232M (+$72.3M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4.64% less ownership
Funds ownership: 55.69% → 51.05% (-4.6%)
11% less funds holding
Funds holding: 28 → 25 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
+$20.2M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$14.2M |
| 3 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$12M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.29M |
| 5 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.71M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$772K |
| 3 |
JP Morgan Chase
New York
|
-$478K |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$463K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $219K | +$23.1K | +931 | +12% |
|
|
27
Jane Street
New York
| – | -$1.71M | -68,740 | Closed |
|
|
WEG
28
World Equity Group
Schaumburg,
Illinois
| – | -$463K | -51,662 | Closed |
|
|
ARC
29
Advisor Resource Council
Dallas,
Texas
| – | -$772K | -30,986 | Closed |
|
|
30
JP Morgan Chase
New York
| – | -$478K | -19,174 | Closed |
|
|
SPC
31
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$221K | -8,850 | Closed |
|
|
AWM
32
Avior Wealth Management
Omaha,
Nebraska
| – | -$107K | -4,289 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$20.3K | -816 | Closed |
|
|
BAM
34
Belpointe Asset Management
Reno,
Nevada
| – | -$12.5K | -500 | Closed |
|
JUCY Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q2 2023, worth a combined $232M — up 45% from $159M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JUCY and 5 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 17 added.
The largest buyer was Bienville Capital Management, adding an estimated $20.2M. The largest seller was Jane Street, exiting entirely with an estimated $1.71M sold.
- 25 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q2 2023, down from 28 in Q1 2023.
- Funds reported $232M of Aptus Enhanced Yield ETF stock for Q2 2023, up 45% quarter-over-quarter.
- 5 funds opened new Aptus Enhanced Yield ETF positions in Q2 2023 and 8 closed out, a net change of -3 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q2 2023 was Bienville Capital Management, an estimated $20.2M added.
- The largest Aptus Enhanced Yield ETF seller in Q2 2023 was Jane Street, an estimated $1.71M sold.
Based on aggregated 13F filings for Q2 2023.