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Aptus Enhanced Yield ETF

49 hedge funds and large institutions have $421M invested in Aptus Enhanced Yield ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

8.24% more ownership

Funds ownership: 130.19%138.43% (+8.2%)

7% more funds holding

Funds holding: 4649 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less capital invested

Capital invested by funds: $456M → $421M (-$34.9M)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.65%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
21
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$130M +$2.85M +123,617 +2%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.1M +$1.57M +68,118 +3%
SWM
3
Sugarloaf Wealth Management
Georgia
$30.3M -$761K -33,004 -2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$28.6M -$4.42M -191,739 -13%
TPW
5
Talon Private Wealth
Florida
$24.3M -$8.86M -384,233 -26%
BCM
6
Brookstone Capital Management
Illinois
$20.6M -$8.29M -359,601 -28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.5M +$2.1M +91,034 +13%
SLC
8
Second Line Capital
Louisiana
$16.8M +$629K +27,252 +4%
OP
9
ORG Partners
Indiana
$12.1M +$654K +28,363 +6%
SFG
10
Sunburst Financial Group
Alabama
$11.6M -$1.4M -60,760 -11%
ICM
11
Intrepid Capital Management
Florida
$6.43M -$638K -27,666 -9%
SAW
12
Signal Advisors Wealth
Michigan
$6.34M +$2.63M +113,981 +69%
PPC
13
Park Place Capital
Alabama
$4.74M +$1.35M +58,415 +39%
CCP
14
Cushing Capital Partners
Wisconsin
$4.7M +$4.77M +206,574 New
WC
15
Waterloo Capital
Texas
$4.57M -$587K -25,430 -11%
SOS
16
Silver Oak Securities
Tennessee
$4.34M +$152K +6,593 +4%
JSL
17
JT Stratford LLC
Georgia
$3.96M +$1.49M +64,441 +59%
Jane Street
18
Jane Street
New York
$3.65M +$3.7M +160,197 New
FHC
19
First Heartland Consultants
Missouri
$3.55M -$6.66M -288,723 -65%
OPOWM
20
One Plus One Wealth Management
Florida
$2.89M +$254K +11,017 +10%
MWM
21
Maripau Wealth Management
Indiana
$2.84M +$599K +25,981 +26%
UAG
22
United Advisor Group
Ohio
$2.83M -$538K -23,338 -16%
LPL Financial
23
LPL Financial
California
$2.43M -$85.4K -3,701 -3%
ASN
24
Advisory Services Network
Georgia
$2.24M +$456K +19,773 +25%
SWA
25
Stratos Wealth Advisors
Ohio
$2.01M -$166K -7,210 -8%

JUCY Hedge Fund Activity: Q4 2024 in Review

49 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2024, worth a combined $421M — down 7.7% from $456M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JUCY positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.7M. The largest seller was Bienville Capital Management, exiting entirely with an estimated $17.7M sold.

  • 49 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $421M of Aptus Enhanced Yield ETF stock for Q4 2024, down 7.7% quarter-over-quarter.
  • 9 funds opened new Aptus Enhanced Yield ETF positions in Q4 2024 and 6 closed out, a net change of +3 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q4 2024 was Jane Street, an estimated $3.7M added.
  • The largest Aptus Enhanced Yield ETF seller in Q4 2024 was Bienville Capital Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.