Aptus Enhanced Yield ETF
JUCY
40 hedge funds and large institutions have $207M invested in Aptus Enhanced Yield ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
48% more funds holding
Funds holding: 27 → 40 (+13)
2.98% more ownership
Funds ownership: 46.82% → 49.81% (+3%)
1% less capital invested
Capital invested by funds: $209M → $207M (-$2.65M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$15.6M |
| 2 |
ICM
Intrepid Capital Management
Jacksonville Beach,
Florida
|
+$12.2M |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
+$10.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.77M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$23.7M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$20.6M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$2.58M |
| 4 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$1.64M |
| 5 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$1.52M |
JUCY Hedge Fund Activity: Q4 2023 in Review
40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2023, worth a combined $207M — down 1.3% from $209M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JUCY positions and 3 closed out — a net gain of 13 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $15.6M. The largest seller was Bienville Capital Management, cutting an estimated $23.7M.
- 40 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $207M of Aptus Enhanced Yield ETF stock for Q4 2023, down 1.3% quarter-over-quarter.
- 16 funds opened new Aptus Enhanced Yield ETF positions in Q4 2023 and 3 closed out, a net change of +13 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $15.6M added.
- The largest Aptus Enhanced Yield ETF seller in Q4 2023 was Bienville Capital Management, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2023.