JUCY icon

Aptus Enhanced Yield ETF
JUCY

Overview Fund Activity

45 hedge funds and large institutions have $372M invested in Aptus Enhanced Yield ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
9
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$19.4M
2
OP
2
ORG Partners
Indiana
$11.5M
3
SFG
3
Sunburst Financial Group
Alabama
$10.9M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$29.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15M

Top Sellers

1
ICM
1
Intrepid Capital Management
Florida
$7.79M
2
ASN
2
Advisory Services Network
Georgia
$1.82M
3
SAW
3
Signal Advisors Wealth
Michigan
$896K
4
TA
4
TrueWealth Advisors
Alabama
$2.33M
5
JSL
5
JT Stratford LLC
Georgia
$5.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$121M +$970K +41,927 +0.8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.9M +$1.29M +55,953 +3%
SWM
3
Sugarloaf Wealth Management
Georgia
$35.5M -$896K -38,740 -2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$29.9M +$2.8M +120,938 +10%
BCM
5
Bienville Capital Management
New York
$19.4M +$19.4M +839,645 New
SLC
6
Second Line Capital
Louisiana
$16.1M +$971K +41,967 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15M +$2.26M +97,700 +18%
OP
8
ORG Partners
Indiana
$11.5M +$11.5M +496,446 New
SFG
9
Sunburst Financial Group
Alabama
$10.9M +$4.25M +183,680 +64%
ICM
10
Intrepid Capital Management
Florida
$7.79M -$2.8M -120,884 -26%
JSL
11
JT Stratford LLC
Georgia
$5.54M -$1.2M -51,740 -18%
WC
12
Waterloo Capital
Texas
$5.02M -$528K -22,848 -10%
SOS
13
Silver Oak Securities
Tennessee
$4.09M +$867K +37,465 +27%
UAG
14
United Advisor Group
Ohio
$3.45M +$452K +19,536 +15%
SAG
15
Spotlight Asset Group
Illinois
$3.33M -$132K -5,715 -4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.11M -$892K -38,571 -22%
PPC
17
Park Place Capital
Alabama
$3.08M +$1.2M +52,015 +64%
OPOWM
18
One Plus One Wealth Management
Florida
$2.6M -$25.4K -1,100 -1%
LPL Financial
19
LPL Financial
California
$2.49M -$337K -14,556 -12%
TA
20
TrueWealth Advisors
Alabama
$2.33M -$1.25M -53,851 -35%
SWA
21
Stratos Wealth Advisors
Ohio
$2.2M +$6.94K +300 +0.3%
AI
22
Atria Investments
North Carolina
$1.96M -$183K -7,912 -9%
MWM
23
Maripau Wealth Management
Indiana
$1.95M +$206K +8,919 +12%
ASN
24
Advisory Services Network
Georgia
$1.82M -$2.15M -92,748 -54%
Mariner
25
Mariner
Kansas
$1.77M -$959K -41,442 -35%
1
2 3