Aptus Enhanced Yield ETF
JUCY
45 hedge funds and large institutions have $372M invested in Aptus Enhanced Yield ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
7% more funds holding
Funds holding: 42 → 45 (+3)
6% more capital invested
Capital invested by funds: $353M → $372M (+$19.6M)
4.38% more ownership
Funds ownership: 113.02% → 117.39% (+4.4%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
+$19.5M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$11.6M |
| 3 |
SFG
Sunburst Financial Group
Vestavia Hills,
Alabama
|
+$4.28M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.82M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Intrepid Capital Management
Jacksonville Beach,
Florida
|
-$2.81M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.16M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$1.3M |
| 4 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$1.25M |
| 5 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| – | -$4.51K | -193 | Closed |
|
JUCY Hedge Fund Activity: Q2 2024 in Review
45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q2 2024, worth a combined $372M — up 5.5% from $353M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JUCY positions and 6 closed out — a net gain of 3 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Bienville Capital Management, opening a new position worth an estimated $19.5M. The largest seller was Intrepid Capital Management, cutting an estimated $2.81M.
- 45 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q2 2024, up from 42 in Q1 2024.
- Funds reported $372M of Aptus Enhanced Yield ETF stock for Q2 2024, up 5.5% quarter-over-quarter.
- 9 funds opened new Aptus Enhanced Yield ETF positions in Q2 2024 and 6 closed out, a net change of +3 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q2 2024 was Bienville Capital Management, an estimated $19.5M added.
- The largest Aptus Enhanced Yield ETF seller in Q2 2024 was Intrepid Capital Management, an estimated $2.81M sold.
Based on aggregated 13F filings for Q2 2024.