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Aptus Enhanced Yield ETF

51 hedge funds and large institutions have $246M invested in Aptus Enhanced Yield ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

11% more funds holding

Funds holding: 4651 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $252M → $246M (-$5.48M)

3.17% less ownership

Funds ownership: 116.08%112.9% (-3.2%)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
25
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
26
Second Half Financial Partners
Florida
$1.57M +$37.7K +1,691 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.36M +$84.3K +3,780 +7%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.32M -$10.5K -471 -0.8%
HF
29
HRT Financial
New York
$1.13M +$1.14M +50,935 New
AI
30
Atria Investments
North Carolina
$1.01M +$322K +14,458 +46%
RIA
31
Regal Investment Advisors
Michigan
$946K +$570K +25,560 +150%
OMC
32
Old Mission Capital
Illinois
$941K +$380K +17,032 +67%
RB
33
Renasant Bank
Mississippi
$886K +$5.97K +268 +0.7%
TVM
34
True Vision MN
Minnesota
$745K +$5.62K +252 +0.8%
WS
35
Wilian Securities
Minnesota
$598K +$600K +26,931 New
TA
36
TrueWealth Advisors
Alabama
$470K -$172K -7,734 -27%
TC
37
Town Capital
Maryland
$375K +$377K +16,900 New
BIG
38
Brookwood Investment Group
Arizona
$353K -$11.1K -500 -3%
CWP
39
Cyndeo Wealth Partners
Florida
$310K -$220K -9,863 -41%
JWBC
40
John W. Brooker & Co
California
$307K +$309K +13,849 New
VCM
41
Virtue Capital Management
Tennessee
$229K +$197K +8,855 +614%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$224K -$31.4K -1,407 -12%
AAP
43
Arax Advisory Partners
Colorado
$89.9K
TFA
44
Toth Financial Advisory
Virginia
$79.5K +$79.8K +3,579 New
PGAM
45
Princeton Global Asset Management
New Jersey
$58.4K +$58.6K +2,630 New
Morgan Stanley
46
Morgan Stanley
New York
$56.6K +$12.9K +577 +29%
UBS Group
47
UBS Group
Switzerland
$22.3K +$22.4K +1,004 New
PA
48
Parallel Advisors
California
$15.6K +$312 +14 +2%
HI
49
Harbour Investments
Wisconsin
$9.79K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$5.48K +$5.48K +246 New

JUCY Hedge Fund Activity: Q4 2025 in Review

51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2025, worth a combined $246M — down 2.2% from $252M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JUCY positions and 4 closed out — a net gain of 6 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $6.81M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $15.9M sold.

  • 51 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2025, up from 46 in Q3 2025.
  • Funds reported $246M of Aptus Enhanced Yield ETF stock for Q4 2025, down 2.2% quarter-over-quarter.
  • 10 funds opened new Aptus Enhanced Yield ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $6.81M added.
  • The largest Aptus Enhanced Yield ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2025.