JUCY icon

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
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
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$130M +$2.81M +123,617 +2%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.1M +$1.55M +68,118 +3%
SWM
3
Sugarloaf Wealth Management
Georgia
$30.3M -$752K -33,004 -2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$28.6M -$4.37M -191,739 -13%
TPW
5
Talon Private Wealth
Florida
$24.3M -$8.75M -384,233 -26%
BCM
6
Brookstone Capital Management
Illinois
$20.6M -$8.19M -359,601 -28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.5M +$2.07M +91,034 +13%
SLC
8
Second Line Capital
Louisiana
$16.8M +$621K +27,252 +4%
OP
9
ORG Partners
Indiana
$12.1M +$646K +28,363 +6%
SFG
10
Sunburst Financial Group
Alabama
$11.6M -$1.38M -60,760 -11%
ICM
11
Intrepid Capital Management
Florida
$6.43M -$630K -27,666 -9%
SAW
12
Signal Advisors Wealth
Michigan
$6.34M +$2.6M +113,981 +69%
PPC
13
Park Place Capital
Alabama
$4.74M +$1.33M +58,415 +39%
CCP
14
Cushing Capital Partners
Wisconsin
$4.7M +$4.7M +206,574 New
WC
15
Waterloo Capital
Texas
$4.57M -$579K -25,430 -11%
SOS
16
Silver Oak Securities
Tennessee
$4.34M +$150K +6,593 +4%
JSL
17
JT Stratford LLC
Georgia
$3.96M +$1.47M +64,441 +59%
Jane Street
18
Jane Street
New York
$3.65M +$3.65M +160,197 New
FHC
19
First Heartland Consultants
Missouri
$3.55M -$6.57M -288,723 -65%
OPOWM
20
One Plus One Wealth Management
Florida
$2.89M +$251K +11,017 +10%
MWM
21
Maripau Wealth Management
Indiana
$2.84M +$592K +25,981 +26%
UAG
22
United Advisor Group
Ohio
$2.83M -$531K -23,338 -16%
LPL Financial
23
LPL Financial
California
$2.43M -$84.3K -3,701 -3%
ASN
24
Advisory Services Network
Georgia
$2.24M +$450K +19,773 +25%
SWA
25
Stratos Wealth Advisors
Ohio
$2.01M -$164K -7,210 -8%