JUCY icon

Aptus Enhanced Yield ETF

27 hedge funds and large institutions have $209M invested in Aptus Enhanced Yield ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 0 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
2
Increased
8
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Bienville Capital Management
New York
$52.4M +$7.23M +298,560 +16%
SWM
2
Sugarloaf Wealth Management
Georgia
$38.1M -$4.56M -188,321 -11%
FP
3
Fiduciary Planning
Florida
$20.6M -$15.7M -647,416 -43%
FHC
4
First Heartland Consultants
Missouri
$14.2M -$1.45M -59,992 -9%
IWC
5
Integrated Wealth Concepts
Massachusetts
$13.3M -$568K -23,437 -4%
ICM
6
Intrepid Capital Management
Florida
$10.3M -$7.51M
JSL
7
JT Stratford LLC
Georgia
$10.2M +$1.56M +64,560 +18%
WC
8
Waterloo Capital
Texas
$9.41M -$1M -41,465 -10%
TA
9
TrueWealth Advisors
Alabama
$8.64M -$4.9M -202,184 -36%
ASN
10
Advisory Services Network
Georgia
$8.3M -$533K -22,017 -6%
OPOWM
11
One Plus One Wealth Management
Florida
$3.91M -$3.15K -130 -0.1%
PWS
12
Precision Wealth Strategies
Missouri
$3.45M +$2.58M +106,389 +296%
SAG
13
Spotlight Asset Group
Illinois
$2.93M +$500K +20,634 +21%
SOS
14
Silver Oak Securities
Tennessee
$2.79M -$3.06M -126,464 -52%
SWA
15
Stratos Wealth Advisors
Ohio
$2.62M +$67.4K +2,783 +3%
GSEP
16
Golden State Equity Partners
California
$1.8M -$2.57K -106 -0.1%
MWM
17
MBE Wealth Management
Wisconsin
$1.34M +$33.4K +1,379 +3%
LPL Financial
18
LPL Financial
California
$939K +$548K +22,621 +140%
VCM
19
Virtue Capital Management
Tennessee
$615K
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$590K +$590K +24,370 New
RJA
21
Raymond James & Associates
Florida
$581K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$550K -$613K -25,323 -53%
AFG
23
Atomi Financial Group
New York
$478K -$399K -16,462 -45%
Jane Street
24
Jane Street
New York
$425K +$425K +17,563 New
OMC
25
Old Mission Capital
Illinois
$393K -$374K -15,451 -49%