Aptus Enhanced Yield ETF
JUCY
27 hedge funds and large institutions have $209M invested in Aptus Enhanced Yield ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 25 → 27 (+2)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
4.22% less ownership
Funds ownership: 51.05% → 46.82% (-4.2%)
10% less capital invested
Capital invested by funds: $232M → $209M (-$22.4M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
+$7.28M |
| 2 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$2.6M |
| 3 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
+$1.57M |
| 4 |
JP Morgan Chase
New York
|
+$594K |
| 5 |
LPL Financial
San Diego,
California
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$15.8M |
| 2 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$4.93M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$4.59M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.38M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $219K | +$1.2K | +49 | +0.5% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $110K | -$928K | -38,058 | -89% |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| $5.69K | -$3.38M | -138,530 | -100% |
|
JUCY Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q3 2023, worth a combined $209M — down 9.7% from $232M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JUCY positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Bienville Capital Management, adding an estimated $7.28M. The largest seller was Fiduciary Planning, cutting an estimated $15.8M.
- 27 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $209M of Aptus Enhanced Yield ETF stock for Q3 2023, down 9.7% quarter-over-quarter.
- 2 funds opened new Aptus Enhanced Yield ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q3 2023 was Bienville Capital Management, an estimated $7.28M added.
- The largest Aptus Enhanced Yield ETF seller in Q3 2023 was Fiduciary Planning, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2023.