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FT Vest US Equity Buffer ETF July

153 hedge funds and large institutions have $361M invested in FT Vest US Equity Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

16% more funds holding

Funds holding: 132153 (+21)

13% more capital invested

Capital invested by funds: $319M → $361M (+$42.8M)

2.94% more ownership

Funds ownership: 31.39%34.32% (+2.9%)

Holders
153
Holders Change
+21
Holders Change %
+15.91%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
57
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
SOA Wealth Advisors
New York
$1.05M +$316K +5,922 +45%
AWM
52
Accel Wealth Management
Iowa
$1.04M -$18.2K -342 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$991K +$52.7K +988 +6%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$963K -$101K -1,885 -10%
OIA
55
OneDigital Investment Advisors
Kansas
$962K -$1.1M -20,659 -54%
PCG
56
Prosperity Consulting Group
Maryland
$945K -$439K -8,223 -32%
LWMI
57
Legacy Wealth Management (Idaho)
Idaho
$930K +$907K +16,996 New
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$925K +$901K +16,897 New
IA
59
IFP Advisors
Florida
$872K +$636K +11,932 +299%
KWA
60
Kingswood Wealth Advisors
California
$799K +$247K +4,626 +46%
CFD
61
Creative Financial Designs
Indiana
$797K +$643K +12,050 +479%
HIM
62
Hanlon Investment Management
New Jersey
$774K +$755K +14,147 New
TLA
63
Tanglewood Legacy Advisors
Texas
$757K +$367K +6,882 +99%
RA
64
RFG Advisory
Alabama
$744K +$122K +2,284 +20%
TA
65
TFB Advisors
Kansas
$727K -$19.9K -374 -3%
CA
66
CoreCap Advisors
Michigan
$716K +$13.7K +257 +2%
UCFA
67
United Capital Financial Advisors
Texas
$714K +$696K +13,042 New
AAS
68
Ameritas Advisory Services
Nebraska
$701K -$560K -10,492 -45%
OC
69
Oppenheimer & Co
New York
$700K -$302K -5,655 -31%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$698K +$70.3K +1,318 +12%
GFA
71
Gallagher Fiduciary Advisors
Illinois
$666K +$649K +12,171 New
LA
72
LM Advisors
California
$657K
BCM
73
Brookstone Capital Management
Illinois
$645K +$629K +11,792 New
CWG
74
Crown Wealth Group
North Carolina
$640K
AWM
75
AE Wealth Management
Kansas
$620K -$12.4K -232 -2%

FJUL Hedge Fund Activity: Q3 2025 in Review

153 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q3 2025, worth a combined $361M — up 13% from $319M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FJUL positions and 12 closed out — a net gain of 22 holders — while 57 added to existing stakes and 37 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $31.3M. The largest seller was Raymond James Financial, cutting an estimated $65.1M.

  • 153 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q3 2025, up from 132 in Q2 2025.
  • Funds reported $361M of FT Vest US Equity Buffer ETF July stock for Q3 2025, up 13% quarter-over-quarter.
  • 34 funds opened new FT Vest US Equity Buffer ETF July positions in Q3 2025 and 12 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q3 2025 was Envestnet Asset Management, an estimated $31.3M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q3 2025 was Raymond James Financial, an estimated $65.1M sold.

Based on aggregated 13F filings for Q3 2025.