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Aptus Enhanced Yield ETF

52 hedge funds and large institutions have $356M invested in Aptus Enhanced Yield ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 131.47%132.12% (+0.65%)

7% less funds holding

Funds holding: 5652 (-4)

11% less capital invested

Capital invested by funds: $400M → $356M (-$44.4M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $453K

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
6
Increased
17
Reduced
26
Closed
9
Calls
Puts
$453K
Net Calls
-$453K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
26
Second Half Financial Partners
Florida
$1.62M -$296K -13,139 -15%
FHC
27
First Heartland Consultants
Missouri
$1.58M -$1.71M -76,082 -52%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.55M +$1.55M +68,966 +7,496%
FGG
29
Financial Guidance Group
Florida
$1.5M +$350K +15,536 +30%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.44M +$328K +14,557 +29%
RB
31
Renasant Bank
Mississippi
$827K -$365K -16,232 -30%
TA
32
TrueWealth Advisors
Alabama
$792K -$132K -5,860 -14%
TVM
33
True Vision MN
Minnesota
$737K -$488K -21,693 -40%
PCIA
34
Prime Capital Investment Advisors
Kansas
$732K +$741K +32,915 New
CWP
35
Cyndeo Wealth Partners
Florida
$588K +$8.01K +356 +1%
Goldman Sachs
36
Goldman Sachs
New York
$508K +$206K +9,174 +67%
AI
37
Atria Investments
North Carolina
$486K -$180K -8,020 -27%
BIG
38
Brookwood Investment Group
Arizona
$457K -$446K -19,800 -49%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$370K -$13.8K -614 -4%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$304K -$632K -28,092 -67%
OMC
41
Old Mission Capital
Illinois
$299K +$72.5K +3,220 +31%
BF
42
BOK Financial
Oklahoma
$294K
VCM
43
Virtue Capital Management
Tennessee
$254K +$9.14K +406 +4%
GIA
44
Gladstone Institutional Advisory
Florida
$244K +$247K +10,985 New
UBS Group
45
UBS Group
Switzerland
$74.2K +$35.1K +1,558 +88%
Group One Trading
46
Group One Trading
Illinois
$51.1K +$51.8K +2,300 New
Morgan Stanley
47
Morgan Stanley
New York
$43.8K
PA
48
Parallel Advisors
California
$15.1K
Belvedere Trading
49
Belvedere Trading
Illinois
$11.1K +$11.2K +498 New
HI
50
Harbour Investments
Wisconsin
$9.8K -$8.19K -364 -45%

JUCY Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q2 2025, worth a combined $356M — down 11% from $400M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JUCY and 6 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Uniting Wealth Partners, opening a new position worth an estimated $2.66M. The largest seller was Aptus Capital Advisors, cutting an estimated $12M.

  • 52 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $356M of Aptus Enhanced Yield ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 6 funds opened new Aptus Enhanced Yield ETF positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q2 2025 was Uniting Wealth Partners, an estimated $2.66M added.
  • The largest Aptus Enhanced Yield ETF seller in Q2 2025 was Aptus Capital Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.