JUCY icon

Aptus Enhanced Yield ETF
JUCY

Overview Fund Activity

25 hedge funds and large institutions have $232M invested in Aptus Enhanced Yield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
5
Increased
17
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$45.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$14M
3
FP
3
Fiduciary Planning
Florida
$36.5M
4
ASN
4
Advisory Services Network
Georgia
$8.89M
5
SWM
5
Sugarloaf Wealth Management
Georgia
$42.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
WEG
4
World Equity Group
Illinois
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Bienville Capital Management
New York
$45.5M +$19.8M +813,026 +77%
SWM
2
Sugarloaf Wealth Management
Georgia
$42.9M +$3.87M +158,680 +10%
FP
3
Fiduciary Planning
Florida
$36.5M +$11.8M +483,610 +48%
FHC
4
First Heartland Consultants
Missouri
$15.7M +$28.3K +1,162 +0.2%
IWC
5
Integrated Wealth Concepts
Massachusetts
$14M +$14M +573,715 New
TA
6
TrueWealth Advisors
Alabama
$13.6M -$2.12K -87 -0%
WC
7
Waterloo Capital
Texas
$10.5M +$2.89M +118,504 +38%
ASN
8
Advisory Services Network
Georgia
$8.89M +$5.2M +213,278 +141%
JSL
9
JT Stratford LLC
Georgia
$8.72M +$2.13M +87,227 +32%
ICM
10
Intrepid Capital Management
Florida
$7.51M – – –
SOS
11
Silver Oak Securities
Tennessee
$5.89M +$1.33M +54,597 +29%
OPOWM
12
One Plus One Wealth Management
Florida
$3.94M +$1.2M +49,376 +44%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.39M +$458K +18,736 +16%
SWA
14
Stratos Wealth Advisors
Ohio
$2.57M +$2.15M +88,397 +520%
SAG
15
Spotlight Asset Group
Illinois
$2.45M +$2.45M +100,472 New
GSEP
16
Golden State Equity Partners
California
$1.82M +$605K +24,835 +50%
MWM
17
MBE Wealth Management
Wisconsin
$1.31M +$940K +38,600 +252%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.17M -$23.2K -954 -2%
GRP
19
Global Retirement Partners
California
$1.04M +$1.04M +42,614 New
AFG
20
Atomi Financial Group
New York
$882K +$314K +12,877 +55%
PWS
21
Precision Wealth Strategies
Missouri
$874K +$639K +26,214 +271%
OMC
22
Old Mission Capital
Illinois
$772K +$772K +31,688 New
VCM
23
Virtue Capital Management
Tennessee
$615K +$86.1K +3,524 +16%
RJA
24
Raymond James & Associates
Florida
$585K -$7.19K -295 -1%
LPL Financial
25
LPL Financial
California
$393K +$393K +16,147 New
1
2