Aptus Enhanced Yield ETF
JUCY
46 hedge funds and large institutions have $456M invested in Aptus Enhanced Yield ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
22% more capital invested
Capital invested by funds: $372M → $456M (+$83.4M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12.8% more ownership
Funds ownership: 117.39% → 130.19% (+13%)
2% more funds holding
Funds holding: 45 → 46 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$29.5M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.43M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.55M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.92M |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$4.02M |
| 2 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$3.03M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.97M |
| 5 |
BCM
Bienville Capital Management
New York
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| – | -$5.6K | -242 | Closed |
|
|
RCM
52
Raleigh Capital Management
Cary,
North Carolina
| – | -$4.9K | -212 | Closed |
|
JUCY Hedge Fund Activity: Q3 2024 in Review
46 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q3 2024, worth a combined $456M — up 22% from $372M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JUCY positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $29.5M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $4.02M.
- 46 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q3 2024, up from 45 in Q2 2024.
- Funds reported $456M of Aptus Enhanced Yield ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 8 funds opened new Aptus Enhanced Yield ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q3 2024 was Brookstone Capital Management, an estimated $29.5M added.
- The largest Aptus Enhanced Yield ETF seller in Q3 2024 was Sugarloaf Wealth Management, an estimated $4.02M sold.
Based on aggregated 13F filings for Q3 2024.