We are live on ! Find out more
JUCY icon

Aptus Enhanced Yield ETF
JUCY

56 hedge funds and large institutions have $400M invested in Aptus Enhanced Yield ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

14% more funds holding

Funds holding: 49 → 56 (+7)

5% less capital invested

Capital invested by funds: $421M → $400M (-$20.3M)

6.97% less ownership

Funds ownership: 138.43% → 131.47% (-7%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $454K

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
13
Increased
27
Reduced
15
Closed
5
Calls
–
Puts
$454K
Net Calls
-$454K
Net Calls Change
-$454K

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$19.4M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$3.21M
3
SFG
SevenBridge Financial Group
Pennsylvania
+$2.29M
4
ARC
Advisor Resource Council
Texas
+$1.92M
5
MWM
MBE Wealth Management
Wisconsin
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
-$12.1M
2
BCM
Brookstone Capital Management
Illinois
-$6.91M
3
Jane Street
Jane Street
New York
-$3.24M
4
IWC
Integrated Wealth Concepts
Massachusetts
-$2.36M
5
SWA
Stratos Wealth Advisors
Ohio
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Maripau Wealth Management
Indiana
$1.85M -$1M -43,796 -35%
ARC
27
Advisor Resource Council
Texas
$1.76M +$1.92M +84,099 New
TVM
28
True Vision MN
Minnesota
$1.25M +$20.2K +882 +2%
RB
29
Renasant Bank
Mississippi
$1.22M +$359K +15,698 +42%
FGG
30
Financial Guidance Group
Florida
$1.19M +$134K +5,859 +13%
BCI
31
Brinker Capital Investments
Pennsylvania
$1.15M +$217K +9,464 +23%
OPS
32
Orion Portfolio Solutions
Nebraska
$1.15M +$217K +9,464 +23%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$954K +$956K +41,767 New
TA
34
TrueWealth Advisors
Alabama
$947K -$258K -11,269 -21%
BIG
35
Brookwood Investment Group
Arizona
$921K +$923K +40,350 New
AI
36
Atria Investments
North Carolina
$682K +$23K +1,005 +3%
CWP
37
Cyndeo Wealth Partners
Florida
$596K -$353K -15,422 -37%
MCM
38
MAI Capital Management
Ohio
$438K -$269K -11,748 -38%
Jane Street
39
Jane Street
New York
$423K -$3.24M -141,688 -88%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$394K +$33.6K +1,470 +9%
Goldman Sachs
41
Goldman Sachs
New York
$313K +$313K +13,695 New
BF
42
BOK Financial
Oklahoma
$302K +$303K +13,231 New
VCM
43
Virtue Capital Management
Tennessee
$252K +$28.5K +1,245 +13%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$238K +$239K +10,440 New
OMC
45
Old Mission Capital
Illinois
$234K +$30.6K +1,339 +15%
BAM
46
Belpointe Asset Management
Nevada
$231K +$231K +10,102 New
FCA
47
Fortis Capital Advisors
Kansas
$231K +$231K +10,102 New
Morgan Stanley
48
Morgan Stanley
New York
$45K +$23 +1 +0.1%
UBS Group
49
UBS Group
Switzerland
$40.6K +$7.18K +314 +21%
PTC
50
Private Trust Company
Ohio
$38.8K – – –
1
2
3

JUCY Hedge Fund Activity: Q1 2025 in Review

56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q1 2025, worth a combined $400M — down 4.8% from $421M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JUCY positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $19.4M. The largest seller was ORG Partners, exiting entirely with an estimated $12.1M sold.

  • 56 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $400M of Aptus Enhanced Yield ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 13 funds opened new Aptus Enhanced Yield ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q1 2025 was Aptus Capital Advisors, an estimated $19.4M added.
  • The largest Aptus Enhanced Yield ETF seller in Q1 2025 was ORG Partners, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.