Aptus Enhanced Yield ETF
JUCY
13 hedge funds and large institutions have $119M invested in Aptus Enhanced Yield ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
52.29% more ownership
Funds ownership: 0% → 52.29% (+52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$31.2M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$30.7M |
| 3 |
BCM
Bienville Capital Management
New York
|
+$25.4M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$15.2M |
| 5 |
Jane Street
New York
|
+$5.12M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FP
1
Fiduciary Planning
Englewood,
Florida
| $31.1M | +$31.2M | +1,241,617 | New |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $30.7M | +$30.7M | +1,225,312 | New |
|
|
BCM
3
Bienville Capital Management
New York
| $25.4M | +$25.4M | +1,012,341 | New |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $15.2M | +$15.2M | +605,498 | New |
|
|
5
Jane Street
New York
| $5.12M | +$5.12M | +204,073 | New |
|
|
SOS
6
Silver Oak Securities
Jackson,
Tennessee
| $4.41M | +$4.42M | +175,980 | New |
|
|
OPOWM
7
One Plus One Wealth Management
Jupiter,
Florida
| $2.9M | +$2.9M | +115,567 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $1.27M | +$1.27M | +50,521 | New |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $1.2M | +$1.2M | +47,954 | New |
|
|
VCM
10
Virtue Capital Management
Brentwood,
Tennessee
| $466K | +$466K | +18,576 | New |
|
|
ARC
11
Advisor Resource Council
Dallas,
Texas
| $396K | +$396K | +15,785 | New |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $258K | +$257K | +10,247 | New |
|
|
SPC
13
Sigma Planning Corp
Ann Arbor,
Michigan
| $221K | +$221K | +8,802 | New |
|
JUCY Hedge Fund Activity: Q4 2022 in Review
13 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2022, worth a combined $119M.
Buyers outnumbered sellers: 13 funds opened new JUCY positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Fiduciary Planning, opening a new position worth an estimated $31.2M.
- 13 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $119M of Aptus Enhanced Yield ETF stock for Q4 2022.
- 13 funds opened new Aptus Enhanced Yield ETF positions in Q4 2022 and 0 closed out, a net change of +13 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q4 2022 was Fiduciary Planning, an estimated $31.2M added.
Based on aggregated 13F filings for Q4 2022.