Aptus Enhanced Yield ETF
JUCY
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.
71% more capital invested
Capital invested by funds: $207M → $353M (+$146M)
63.21% more ownership
Funds ownership: 49.81% → 113.02% (+63%)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 40 → 42 (+2)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$123M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$50.6M |
| 3 |
SLC
Second Line Capital
Metairie,
Louisiana
|
+$15.4M |
| 4 |
SFG
Sunburst Financial Group
Vestavia Hills,
Alabama
|
+$6.79M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$27.9M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$10.3M |
| 3 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$5.23M |
| 4 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$4.42M |
| 5 |
WC
Waterloo Capital
Austin,
Texas
|
-$3.17M |
JUCY Hedge Fund Activity: Q1 2024 in Review
42 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q1 2024, worth a combined $353M — up 71% from $207M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JUCY positions and 7 closed out — a net gain of 4 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $123M. The largest seller was Bienville Capital Management, exiting entirely with an estimated $27.9M sold.
- 42 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q1 2024, up from 40 in Q4 2023.
- Funds reported $353M of Aptus Enhanced Yield ETF stock for Q1 2024, up 71% quarter-over-quarter.
- 11 funds opened new Aptus Enhanced Yield ETF positions in Q1 2024 and 7 closed out, a net change of +4 holders.
- The largest Aptus Enhanced Yield ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $123M added.
- The largest Aptus Enhanced Yield ETF seller in Q1 2024 was Bienville Capital Management, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2024.