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Aptus Enhanced Yield ETF

49 hedge funds and large institutions have $421M invested in Aptus Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

8.24% more ownership

Funds ownership: 130.19%138.43% (+8.2%)

7% more funds holding

Funds holding: 4649 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less capital invested

Capital invested by funds: $456M → $421M (-$34.9M)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.65%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
21
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
26
Second Half Financial Partners
Florida
$1.97M +$46.5K +2,014 +2%
MWM
27
MBE Wealth Management
Wisconsin
$1.68M +$98.3K +4,261 +6%
SFG
28
SevenBridge Financial Group
Pennsylvania
$1.58M +$1.59M +68,977 New
TVM
29
True Vision MN
Minnesota
$1.23M +$72.9K +3,160 +6%
TA
30
TrueWealth Advisors
Alabama
$1.2M -$463K -20,059 -28%
FGG
31
Financial Guidance Group
Florida
$1.05M +$186K +8,045 +21%
CWP
32
Cyndeo Wealth Partners
Florida
$946K +$68.9K +2,985 +8%
LRWM
33
Lord & Richards Wealth Management
Colorado
$940K +$952K +41,287 New
BCI
34
Brinker Capital Investments
Pennsylvania
$931K -$27.1K -1,175 -3%
OPS
35
Orion Portfolio Solutions
Nebraska
$931K -$27.1K -1,175 -3%
RB
36
Renasant Bank
Mississippi
$859K +$523K +22,656 +150%
MCM
37
MAI Capital Management
Ohio
$704K +$713K +30,915 New
Osaic Holdings
38
Osaic Holdings
Arizona
$676K +$154K +6,679 +29%
AI
39
Atria Investments
North Carolina
$657K -$1.3M -56,233 -66%
MPW
40
Magnolia Private Wealth
Pennsylvania
$554K +$562K +24,351 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$360K +$365K +15,804 New
VCM
42
Virtue Capital Management
Tennessee
$223K -$47.8K -2,074 -17%
OMC
43
Old Mission Capital
Illinois
$203K +$205K +8,906 New
PA
44
Parallel Advisors
California
$163K +$25.5K +1,105 +18%
CAS
45
Coppell Advisory Solutions
Texas
$94.1K -$7.22K -313 -7%
Morgan Stanley
46
Morgan Stanley
New York
$44.9K -$201K -8,701 -82%
PTC
47
Private Trust Company
Ohio
$38.7K -$34.6K -1,500 -47%
UBS Group
48
UBS Group
Switzerland
$33.3K +$27.8K +1,207 +470%
AssetMark Inc
49
AssetMark Inc
California
$6.24K +$6.32K +274 New
BCM
50
Bienville Capital Management
New York
-$17.7M -761,423 Closed

JUCY Hedge Fund Activity: Q4 2024 in Review

49 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2024, worth a combined $421M — down 7.7% from $456M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JUCY positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.7M. The largest seller was Bienville Capital Management, exiting entirely with an estimated $17.7M sold.

  • 49 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $421M of Aptus Enhanced Yield ETF stock for Q4 2024, down 7.7% quarter-over-quarter.
  • 9 funds opened new Aptus Enhanced Yield ETF positions in Q4 2024 and 6 closed out, a net change of +3 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q4 2024 was Jane Street, an estimated $3.7M added.
  • The largest Aptus Enhanced Yield ETF seller in Q4 2024 was Bienville Capital Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.