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Aptus Enhanced Yield ETF
JUCY

Overview Fund Activity

28 hedge funds and large institutions have $159M invested in Aptus Enhanced Yield ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+15
Holders Change %
+115.38%
% of All Funds
0.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
16
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
TrueWealth Advisors
Alabama
$13.9M
2
SWM
Sugarloaf Wealth Management
Georgia
$40M
3
JSL
JT Stratford LLC
Georgia
$6.74M
4
ASN
Advisory Services Network
Georgia
$3.78M
5
Osaic Holdings
Osaic Holdings
Arizona
$2.99M

Top Sellers

1
FP
Fiduciary Planning
Florida
$25.3M
2
Jane Street
Jane Street
New York
$1.71M
3
IA
IFP Advisors
Florida
$0
4
OPOWM
One Plus One Wealth Management
Florida
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1
Sugarloaf Wealth Management
Georgia
$40M +$9.44M +378,613 +31%
BCM
2
Bienville Capital Management
New York
$26.2M +$1.01M +40,473 +4%
FP
3
Fiduciary Planning
Florida
$25.3M -$5.64M -226,163 -18%
FHC
4
First Heartland Consultants
Missouri
$16.1M +$980K +39,342 +6%
TA
5
TrueWealth Advisors
Alabama
$13.9M +$13.9M +559,188 New
WC
6
Waterloo Capital
Texas
$7.76M +$7.76M +311,437 New
JSL
7
JT Stratford LLC
Georgia
$6.74M +$6.74M +270,648 New
SOS
8
Silver Oak Securities
Tennessee
$4.66M +$273K +10,944 +6%
ASN
9
Advisory Services Network
Georgia
$3.78M +$2.58M +103,647 +216%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.99M +$1.73M +69,508 +138%
OPOWM
11
One Plus One Wealth Management
Florida
$2.8M -$81K -3,252 -3%
Jane Street
12
Jane Street
New York
$1.71M -$3.37M -135,333 -66%
GSEP
13
Golden State Equity Partners
California
$1.24M +$1.24M +49,659 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.22M +$1.22M +48,999 New
ARC
15
Advisor Resource Council
Texas
$772K +$379K +15,201 +96%
RJA
16
Raymond James & Associates
Florida
$605K +$605K +24,295 New
AFG
17
Atomi Financial Group
New York
$581K +$581K +23,323 New
VCM
18
Virtue Capital Management
Tennessee
$537K +$75.9K +3,061 +16%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$478K +$478K +19,174 New
WEG
20
World Equity Group
Illinois
$463K +$463K +51,662 New
SWA
21
Stratos Wealth Advisors
Ohio
$424K +$424K +17,005 New
MWM
22
MBE Wealth Management
Wisconsin
$381K +$381K +15,291 New
PWS
23
Precision Wealth Strategies
Missouri
$241K +$241K +9,670 New
SPC
24
Sigma Planning Corp
Michigan
$221K +$1.2K +48 +0.5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$201K +$201K +8,047 New
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