We are live on ! Find out more
JUCY icon

Aptus Enhanced Yield ETF

46 hedge funds and large institutions have $252M invested in Aptus Enhanced Yield ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

12% less funds holding

Funds holding: 5246 (-6)

16.04% less ownership

Funds ownership: 132.12%116.08% (-16%)

29% less capital invested

Capital invested by funds: $356M → $252M (-$104M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
4
Increased
22
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$90M -$44.6M -2,000,121 -33%
SLC
2
Second Line Capital
Louisiana
$18.1M +$898K +40,317 +5%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.9M -$37.9M -1,702,618 -70%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.9M +$705K +31,643 +5%
IWC
5
Integrated Wealth Concepts
Massachusetts
$15.5M -$112K -5,023 -0.7%
BCM
6
Brookstone Capital Management
Illinois
$14.4M +$634K +28,475 +5%
SAW
7
Signal Advisors Wealth
Michigan
$13.1M +$3.15M +141,256 +32%
SFG
8
Sunburst Financial Group
Alabama
$12M -$261K -11,735 -2%
SFG
9
SevenBridge Financial Group
Pennsylvania
$8.04M +$2.32M +104,256 +41%
PPC
10
Park Place Capital
Alabama
$4.19M +$176K +7,879 +4%
WC
11
Waterloo Capital
Texas
$3.76M -$89.2K -4,003 -2%
SOS
12
Silver Oak Securities
Tennessee
$3.45M +$88.1K +3,954 +3%
UWP
13
Uniting Wealth Partners
Kansas
$3.37M +$736K +33,029 +28%
LPL Financial
14
LPL Financial
California
$2.98M +$530K +23,804 +22%
UAG
15
United Advisor Group
Ohio
$2.92M +$36.9K +1,656 +1%
CCP
16
Cushing Capital Partners
Wisconsin
$2.72M +$233K +10,449 +9%
MWM
17
MBE Wealth Management
Wisconsin
$2.67M -$789K -35,415 -23%
LRWM
18
Lord & Richards Wealth Management
Colorado
$2.47M +$139K +6,233 +6%
ASN
19
Advisory Services Network
Georgia
$2.08M +$122K +5,486 +6%
FGG
20
Financial Guidance Group
Florida
$1.95M +$449K +20,172 +30%
MWM
21
Maripau Wealth Management
Indiana
$1.61M -$22.7K -1,018 -1%
SHFP
22
Second Half Financial Partners
Florida
$1.54M -$84.7K -3,801 -5%
FHC
23
First Heartland Consultants
Missouri
$1.49M -$91.8K -4,123 -6%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.34M -$108K -4,854 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.28M -$280K -12,559 -18%

JUCY Hedge Fund Activity: Q3 2025 in Review

46 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q3 2025, worth a combined $252M — down 29% from $356M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JUCY and 4 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Signal Advisors Wealth, adding an estimated $3.15M. The largest seller was Aptus Capital Advisors, cutting an estimated $44.6M.

  • 46 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q3 2025, down from 52 in Q2 2025.
  • Funds reported $252M of Aptus Enhanced Yield ETF stock for Q3 2025, down 29% quarter-over-quarter.
  • 4 funds opened new Aptus Enhanced Yield ETF positions in Q3 2025 and 9 closed out, a net change of -5 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q3 2025 was Signal Advisors Wealth, an estimated $3.15M added.
  • The largest Aptus Enhanced Yield ETF seller in Q3 2025 was Aptus Capital Advisors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2025.