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Aptus Enhanced Yield ETF
JUCY

Overview Fund Activity

42 hedge funds and large institutions have $353M invested in Aptus Enhanced Yield ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
14
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$121M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.1M
3
SLC
Second Line Capital
Louisiana
$15.2M
4
SFG
Sunburst Financial Group
Alabama
$6.74M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.04M

Top Sellers

1
BCM
Bienville Capital Management
New York
$0
2
OP
ORG Partners
Indiana
$0
3
PWS
Precision Wealth Strategies
Missouri
$0
4
JSL
JT Stratford LLC
Georgia
$6.81M
5
WC
Waterloo Capital
Texas
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$121M +$121M +5,196,151 New
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.1M +$50.1M +2,143,745 New
SWM
3
Sugarloaf Wealth Management
Georgia
$36.8M +$2.51M +107,498 +7%
IWC
4
Integrated Wealth Concepts
Massachusetts
$27.4M -$547K -23,404 -2%
SLC
5
Second Line Capital
Louisiana
$15.2M +$15.2M +652,203 New
FHC
6
First Heartland Consultants
Missouri
$13.1M -$775K -33,151 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M +$2.82M +120,409 +28%
ICM
8
Intrepid Capital Management
Florida
$10.7M -$1.11M -47,405 -9%
JSL
9
JT Stratford LLC
Georgia
$6.81M -$4.38M -187,191 -39%
SFG
10
Sunburst Financial Group
Alabama
$6.74M +$6.74M +288,020 New
WC
11
Waterloo Capital
Texas
$5.61M -$3.14M -134,317 -36%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$4.04M +$3.52M +150,569 +671%
ASN
13
Advisory Services Network
Georgia
$4M -$3.07M -131,494 -43%
TA
14
TrueWealth Advisors
Alabama
$3.62M -$3.14M -134,151 -46%
SAG
15
Spotlight Asset Group
Illinois
$3.5M +$670K +28,678 +24%
SOS
16
Silver Oak Securities
Tennessee
$3.26M -$220K -9,422 -6%
UAG
17
United Advisor Group
Ohio
$3.03M +$1.64M +70,162 +118%
LPL Financial
18
LPL Financial
California
$2.85M +$999K +42,709 +54%
Mariner
19
Mariner
Kansas
$2.76M +$1.64M +69,955 +146%
OPOWM
20
One Plus One Wealth Management
Florida
$2.65M +$348K +14,900 +15%
SAW
21
Signal Advisors Wealth
Michigan
$2.21M +$415K +17,746 +23%
SWA
22
Stratos Wealth Advisors
Ohio
$2.21M -$264K -11,275 -11%
AI
23
Atria Investments
North Carolina
$2.16M -$442K -18,902 -17%
PPC
24
Park Place Capital
Alabama
$1.9M +$1.9M +81,236 New
MWM
25
Maripau Wealth Management
Indiana
$1.76M +$375K +16,038 +27%
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