Aptus Enhanced Yield ETF
JUCY
49 hedge funds and large institutions have $421M invested in Aptus Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
8.24% more ownership
Funds ownership: 130.19% → 138.43% (+8.2%)
7% more funds holding
Funds holding: 46 → 49 (+3)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
8% less capital invested
Capital invested by funds: $456M → $421M (-$34.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.85M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.63M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.1M |
| 5 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$17.7M |
| 2 |
TPW
Talon Private Wealth
The Villages,
Florida
|
-$8.86M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.29M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6.66M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.16M | -49,989 | Closed |
|
|
ARC
52
Advisor Resource Council
Dallas,
Texas
| – | -$1.14M | -49,000 | Closed |
|
53
Mariner
Overland Park,
Kansas
| – | -$586K | -25,228 | Closed |
|
|
AFG
54
Atomi Financial Group
New York
| – | -$404K | -17,404 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | -$15.8K | -680 | Closed |
|
JUCY Hedge Fund Activity: Q4 2024 in Review
49 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2024, worth a combined $421M — down 7.7% from $456M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JUCY positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.7M. The largest seller was Bienville Capital Management, exiting entirely with an estimated $17.7M sold.
- 49 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $421M of Aptus Enhanced Yield ETF stock for Q4 2024, down 7.7% quarter-over-quarter.
- 9 funds opened new Aptus Enhanced Yield ETF positions in Q4 2024 and 6 closed out, a net change of +3 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q4 2024 was Jane Street, an estimated $3.7M added.
- The largest Aptus Enhanced Yield ETF seller in Q4 2024 was Bienville Capital Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2024.