Aptus Enhanced Yield ETF
JUCY
56 hedge funds and large institutions have $400M invested in Aptus Enhanced Yield ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
14% more funds holding
Funds holding: 49 → 56 (+7)
5% less capital invested
Capital invested by funds: $421M → $400M (-$20.3M)
6.97% less ownership
Funds ownership: 138.43% → 131.47% (-7%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $454K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$19.4M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$3.21M |
| 3 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
+$2.29M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.92M |
| 5 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$12.1M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.91M |
| 3 |
Jane Street
New York
|
-$3.24M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.36M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $25.5K | +$25.5K | +1,115 | New |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $21K | -$658K | -28,776 | -97% |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $18.4K | +$18.4K | +805 | New |
|
|
PA
54
Parallel Advisors
San Francisco,
California
| $15.5K | -$148K | -6,486 | -91% |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $5K | +$5.01K | +219 | New |
|
|
CWP
56
Concord Wealth Partners
Abingdon,
Virginia
| $434 | +$435 | +19 | New |
|
|
OP
57
ORG Partners
Roanoke,
Indiana
| – | -$12.1M | -529,717 | Closed |
|
|
SWA
58
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$2.01M | -88,458 | Closed |
|
|
MPW
59
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| – | -$554K | -24,351 | Closed |
|
|
CAS
60
Coppell Advisory Solutions
Coppell,
Texas
| – | -$94.1K | -4,130 | Closed |
|
61
AssetMark Inc
Concord,
California
| – | -$6.24K | -274 | Closed |
|
JUCY Hedge Fund Activity: Q1 2025 in Review
56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q1 2025, worth a combined $400M — down 4.8% from $421M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JUCY positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $19.4M. The largest seller was ORG Partners, exiting entirely with an estimated $12.1M sold.
- 56 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q1 2025, up from 49 in Q4 2024.
- Funds reported $400M of Aptus Enhanced Yield ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
- 13 funds opened new Aptus Enhanced Yield ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q1 2025 was Aptus Capital Advisors, an estimated $19.4M added.
- The largest Aptus Enhanced Yield ETF seller in Q1 2025 was ORG Partners, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2025.