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Aptus Enhanced Yield ETF

51 hedge funds and large institutions have $246M invested in Aptus Enhanced Yield ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

11% more funds holding

Funds holding: 4651 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $252M → $246M (-$5.48M)

3.17% less ownership

Funds ownership: 116.08%112.9% (-3.2%)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
25
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$96.4M +$6.81M +305,714 +8%
SLC
2
Second Line Capital
Louisiana
$18.3M +$326K +14,644 +2%
SAW
3
Signal Advisors Wealth
Michigan
$16.2M +$3.19M +143,078 +24%
BCM
4
Brookstone Capital Management
Illinois
$14.5M +$203K +9,124 +1%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4M -$1.47M -65,768 -9%
SFG
6
Sunburst Financial Group
Alabama
$11.2M -$773K -34,678 -6%
IWC
7
Integrated Wealth Concepts
Massachusetts
$9.9M -$5.57M -249,846 -36%
SFG
8
SevenBridge Financial Group
Pennsylvania
$7.93M -$106K -4,745 -1%
PPC
9
Park Place Capital
Alabama
$4.2M +$26.5K +1,191 +0.6%
SOS
10
Silver Oak Securities
Tennessee
$3.55M +$110K +4,933 +3%
FGG
11
Financial Guidance Group
Florida
$3.48M +$1.54M +68,988 +79%
WC
12
Waterloo Capital
Texas
$3.4M -$357K -16,000 -9%
UAG
13
United Advisor Group
Ohio
$2.97M +$63.5K +2,847 +2%
MWM
14
MBE Wealth Management
Wisconsin
$2.7M +$44.3K +1,989 +2%
SAI
15
Savvy Advisors Inc
New York
$2.68M +$2.69M +120,597 New
LRWM
16
Lord & Richards Wealth Management
Colorado
$2.64M +$184K +8,265 +7%
SRS
17
Strong Retirement Solutions
Washington
$2.55M +$2.56M +115,070 New
LPL Financial
18
LPL Financial
California
$2.54M -$426K -19,129 -14%
OPOWM
19
One Plus One Wealth Management
Florida
$2.48M +$1.25M +56,130 +101%
CCP
20
Cushing Capital Partners
Wisconsin
$2.31M -$399K -17,890 -15%
MWM
21
Maripau Wealth Management
Indiana
$1.98M +$374K +16,774 +23%
PCIA
22
Prime Capital Investment Advisors
Kansas
$1.94M +$827K +37,115 +74%
ASN
23
Advisory Services Network
Georgia
$1.67M -$397K -17,817 -19%
FHC
24
First Heartland Consultants
Missouri
$1.59M +$108K +4,838 +7%
IAA
25
Independent Advisor Alliance
North Carolina
$1.57M +$1.19M +53,364 +309%

JUCY Hedge Fund Activity: Q4 2025 in Review

51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus Enhanced Yield ETF (JUCY) for Q4 2025, worth a combined $246M — down 2.2% from $252M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JUCY positions and 4 closed out — a net gain of 6 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $6.81M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $15.9M sold.

  • 51 institutional investors held Aptus Enhanced Yield ETF (JUCY) as of Q4 2025, up from 46 in Q3 2025.
  • Funds reported $246M of Aptus Enhanced Yield ETF stock for Q4 2025, down 2.2% quarter-over-quarter.
  • 10 funds opened new Aptus Enhanced Yield ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Aptus Enhanced Yield ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $6.81M added.
  • The largest Aptus Enhanced Yield ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2025.