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Aptus Enhanced Yield ETF

52 hedge funds and large institutions have $356M invested in Aptus Enhanced Yield ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 131.47%132.12% (+0.65%)

7% less funds holding

Funds holding: 5652 (-4)

11% less capital invested

Capital invested by funds: $400M → $356M (-$44.4M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $453K

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
6
Increased
17
Reduced
26
Closed
9
Calls
Puts
$453K
Net Calls
-$453K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$134M -$12M -531,630 -8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.7M -$2.23M -98,966 -4%
TPW
3
Talon Private Wealth
Florida
$19.3M -$3.25M -144,196 -14%
SLC
4
Second Line Capital
Louisiana
$17.1M -$5.42K -241 -0%
IWC
5
Integrated Wealth Concepts
Massachusetts
$15.6M -$10.1M -450,626 -39%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.2M -$3.35M -148,902 -18%
BCM
7
Brookstone Capital Management
Illinois
$13.7M +$280K +12,431 +2%
SFG
8
Sunburst Financial Group
Alabama
$12.2M +$447K +19,864 +4%
SAW
9
Signal Advisors Wealth
Michigan
$9.91M +$2.34M +104,014 +30%
SFG
10
SevenBridge Financial Group
Pennsylvania
$5.72M +$1.97M +87,336 +52%
ICM
11
Intrepid Capital Management
Florida
$4.33M -$528K -23,483 -11%
JSL
12
JT Stratford LLC
Georgia
$4.28M +$255K +11,313 +6%
PPC
13
Park Place Capital
Alabama
$4M -$1.4M -62,330 -26%
WC
14
Waterloo Capital
Texas
$3.84M -$1.7M -75,513 -30%
MWM
15
MBE Wealth Management
Wisconsin
$3.45M +$90.5K +4,021 +3%
SOS
16
Silver Oak Securities
Tennessee
$3.35M -$973K -43,256 -22%
PW
17
Pandora Wealth
Illinois
$2.9M -$298K -13,221 -9%
UAG
18
United Advisor Group
Ohio
$2.88M +$2.34K +104 +0.1%
UWP
19
Uniting Wealth Partners
Kansas
$2.63M +$2.66M +118,315 New
CCP
20
Cushing Capital Partners
Wisconsin
$2.48M -$301K -13,386 -11%
LPL Financial
21
LPL Financial
California
$2.44M +$291K +12,934 +13%
LRWM
22
Lord & Richards Wealth Management
Colorado
$2.33M +$376K +16,687 +19%
OPOWM
23
One Plus One Wealth Management
Florida
$2.13M -$887K -39,419 -29%
ASN
24
Advisory Services Network
Georgia
$1.94M -$713K -31,696 -27%
MWM
25
Maripau Wealth Management
Indiana
$1.64M -$168K -7,464 -9%

JUCY Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q2 2025, worth a combined $356M — down 11% from $400M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JUCY and 6 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Uniting Wealth Partners, opening a new position worth an estimated $2.66M. The largest seller was Aptus Capital Advisors, cutting an estimated $12M.

  • 52 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $356M of Aptus Enhanced Yield ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 6 funds opened new Aptus Enhanced Yield ETF positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q2 2025 was Uniting Wealth Partners, an estimated $2.66M added.
  • The largest Aptus Enhanced Yield ETF seller in Q2 2025 was Aptus Capital Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2025.