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Aptus Enhanced Yield ETF

46 hedge funds and large institutions have $252M invested in Aptus Enhanced Yield ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

12% less funds holding

Funds holding: 5246 (-6)

16.04% less ownership

Funds ownership: 132.12%116.08% (-16%)

29% less capital invested

Capital invested by funds: $356M → $252M (-$104M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
4
Increased
22
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
26
One Plus One Wealth Management
Florida
$1.24M -$892K -40,060 -42%
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.12M +$384K +17,241 +52%
RB
28
Renasant Bank
Mississippi
$883K +$54.1K +2,427 +7%
TVM
29
True Vision MN
Minnesota
$742K +$2.54K +114 +0.3%
AI
30
Atria Investments
North Carolina
$697K +$209K +9,404 +43%
TA
31
TrueWealth Advisors
Alabama
$644K -$150K -6,717 -19%
OMC
32
Old Mission Capital
Illinois
$565K +$265K +11,886 +88%
Goldman Sachs
33
Goldman Sachs
New York
$557K +$47.5K +2,131 +9%
CWP
34
Cyndeo Wealth Partners
Florida
$531K -$59K -2,648 -10%
IAA
35
Independent Advisor Alliance
North Carolina
$385K +$385K +17,272 New
RIA
36
Regal Investment Advisors
Michigan
$380K +$379K +17,032 New
BIG
37
Brookwood Investment Group
Arizona
$365K -$92.4K -4,150 -20%
GIA
38
Gladstone Institutional Advisory
Florida
$280K +$34.8K +1,564 +14%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$256K -$115K -5,156 -31%
VCM
40
Virtue Capital Management
Tennessee
$231K -$223K -10,001 -87%
AAP
41
Arax Advisory Partners
Colorado
$90.3K +$90.2K +4,050 New
Morgan Stanley
42
Morgan Stanley
New York
$43.9K -$22 -1 -0.1%
PA
43
Parallel Advisors
California
$15.3K +$200 +9 +1%
HI
44
Harbour Investments
Wisconsin
$9.83K
FWM
45
FSA Wealth Management
Massachusetts
$6.53K
FFA
46
Farther Finance Advisors
California
$2.79K +$2.79K +125 New
ICM
47
Intrepid Capital Management
Florida
-$4.33M -194,831 Closed
JSL
48
JT Stratford LLC
Georgia
-$4.28M -192,355 Closed
PW
49
Pandora Wealth
Illinois
-$2.9M -130,541 Closed
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
-$304K -13,675 Closed

JUCY Hedge Fund Activity: Q3 2025 in Review

46 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q3 2025, worth a combined $252M — down 29% from $356M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JUCY and 4 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Signal Advisors Wealth, adding an estimated $3.15M. The largest seller was Aptus Capital Advisors, cutting an estimated $44.6M.

  • 46 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q3 2025, down from 52 in Q2 2025.
  • Funds reported $252M of Aptus Enhanced Yield ETF stock for Q3 2025, down 29% quarter-over-quarter.
  • 4 funds opened new Aptus Enhanced Yield ETF positions in Q3 2025 and 9 closed out, a net change of -5 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q3 2025 was Signal Advisors Wealth, an estimated $3.15M added.
  • The largest Aptus Enhanced Yield ETF seller in Q3 2025 was Aptus Capital Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2025.