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Aptus Enhanced Yield ETF
JUCY

Overview Fund Activity

46 hedge funds and large institutions have $456M invested in Aptus Enhanced Yield ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
8
Increased
24
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$29.4M
2
ACA
2
Aptus Capital Advisors
Alabama
$130M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$33.6M
4
SAW
4
Signal Advisors Wealth
Michigan
$3.81M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.6M

Top Sellers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$31.6M
2
JSL
2
JT Stratford LLC
Georgia
$2.54M
3
FHC
3
First Heartland Consultants
Missouri
$10.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16M
5
BCM
5
Bienville Capital Management
New York
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$130M +$8.4M +362,107 +7%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.6M +$2.51M +108,181 +5%
TPW
3
Talon Private Wealth
Florida
$33.7M +$33.7M +1,451,773 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$33.6M +$3.53M +152,288 +12%
SWM
5
Sugarloaf Wealth Management
Georgia
$31.6M -$4.01M -172,594 -11%
BCM
6
Brookstone Capital Management
Illinois
$29.4M +$29.4M +1,266,057 New
BCM
7
Bienville Capital Management
New York
$17.7M -$1.82M -78,222 -9%
SLC
8
Second Line Capital
Louisiana
$16.5M +$430K +18,507 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.7M +$694K +29,901 +5%
SFG
10
Sunburst Financial Group
Alabama
$13.2M +$2.28M +98,308 +21%
OP
11
ORG Partners
Indiana
$11.6M +$114K +4,908 +1%
FHC
12
First Heartland Consultants
Missouri
$10.3M -$3M -129,364 -23%
ICM
13
Intrepid Capital Management
Florida
$7.2M -$622K -26,798 -8%
WC
14
Waterloo Capital
Texas
$5.25M +$210K +9,060 +4%
SOS
15
Silver Oak Securities
Tennessee
$4.28M +$166K +7,139 +4%
SAW
16
Signal Advisors Wealth
Michigan
$3.81M +$2.91M +125,567 +324%
PPC
17
Park Place Capital
Alabama
$3.48M +$384K +16,544 +12%
UAG
18
United Advisor Group
Ohio
$3.43M -$35K -1,506 -1%
OPOWM
19
One Plus One Wealth Management
Florida
$2.69M +$79.5K +3,427 +3%
LPL Financial
20
LPL Financial
California
$2.56M +$62.9K +2,708 +3%
JSL
21
JT Stratford LLC
Georgia
$2.54M -$3.02M -130,144 -54%
MWM
22
Maripau Wealth Management
Indiana
$2.29M +$337K +14,521 +17%
SWA
23
Stratos Wealth Advisors
Ohio
$2.22M +$16.5K +709 +0.7%
AI
24
Atria Investments
North Carolina
$1.98M +$13K +561 +0.7%
SHFP
25
Second Half Financial Partners
Florida
$1.96M +$1.96M +84,436 New
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