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Aptus Enhanced Yield ETF
JUCY

Overview Fund Activity

46 hedge funds and large institutions have $456M invested in Aptus Enhanced Yield ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
8
Increased
24
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$29.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$130M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$33.6M
4
SAW
4
Signal Advisors Wealth
Michigan
$3.81M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.6M

Top Sellers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$31.6M
2
JSL
2
JT Stratford LLC
Georgia
$2.54M
3
FHC
3
First Heartland Consultants
Missouri
$10.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M
5
BCM
5
Bienville Capital Management
New York
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.82M – – –
TA
27
TrueWealth Advisors
Alabama
$1.69M -$650K -28,024 -28%
MWM
28
MBE Wealth Management
Wisconsin
$1.62M +$205K +8,829 +15%
TVM
29
True Vision MN
Minnesota
$1.18M +$150K +6,458 +15%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.16M -$1.96M -84,432 -63%
ARC
31
Advisor Resource Council
Texas
$1.14M +$1.14M +49,000 New
OPS
32
Orion Portfolio Solutions
Nebraska
$977K +$78.3K +3,375 +9%
BCI
33
Brinker Capital Investments
Pennsylvania
$977K +$78.3K +3,375 +9%
CWP
34
Cyndeo Wealth Partners
Florida
$895K -$114K -4,914 -11%
FGG
35
Financial Guidance Group
Florida
$884K +$123K +5,288 +16%
Mariner
36
Mariner
Kansas
$586K -$1.19M -51,191 -67%
Osaic Holdings
37
Osaic Holdings
Arizona
$534K -$54K -2,327 -9%
AFG
38
Atomi Financial Group
New York
$404K +$29.6K +1,276 +8%
RB
39
Renasant Bank
Mississippi
$350K +$29.7K +1,280 +9%
VCM
40
Virtue Capital Management
Tennessee
$275K -$255 -11 -0.1%
Morgan Stanley
41
Morgan Stanley
New York
$248K +$202K +8,701 +441%
PA
42
Parallel Advisors
California
$141K +$141K +6,059 New
CAS
43
Coppell Advisory Solutions
Texas
$103K -$31.5K -1,354 -23%
PTC
44
Private Trust Company
Ohio
$74.3K +$74.3K +3,200 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$15.8K +$15.8K +680 New
UBS Group
46
UBS Group
Switzerland
$5.97K +$5.97K +257 New
OMC
47
Old Mission Capital
Illinois
– -$374K -16,166 Closed
GSEP
48
Golden State Equity Partners
California
– -$272K -11,741 Closed
IA
49
IFP Advisors
Florida
– -$176K -7,597 Closed
FFA
50
Farther Finance Advisors
California
– -$7.36K -318 Closed
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