FT Vest US Equity Buffer ETF July
FJUL
142 hedge funds and large institutions have $276M invested in FT Vest US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.37% less ownership
Funds ownership: 34.73% → 30.36% (-4.4%)
5% less funds holding
Funds holding: 150 → 142 (-8)
15% less capital invested
Capital invested by funds: $325M → $276M (-$49M)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
47% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$1.86M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.42M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$1.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$798K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
McCarthy & Cox
Marysville,
Ohio
|
-$18M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$10.8M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$7.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.16M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$2.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPWM
151
Black Point Wealth Management
Naples,
Florida
| – | -$207K | -4,225 | Closed |
|
|
CP
152
Castleview Partners
Dallas,
Texas
| – | -$144K | -2,950 | Closed |
|
153
Bank of America
Charlotte,
North Carolina
| – | -$75.4K | -1,540 | Closed |
|
|
GM
154
GeoWealth Management
Chicago,
Illinois
| – | -$58.7K | -1,199 | Closed |
|
|
WW
155
Winnow Wealth
Waco,
Texas
| – | -$30.5K | -626 | Closed |
|
156
Comerica Bank
Dallas,
Texas
| – | -$10.7K | -219 | Closed |
|
|
HBW
157
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$2K | -47 | Closed |
|
FJUL Hedge Fund Activity: Q1 2025 in Review
142 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2025, worth a combined $276M — down 15% from $325M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FJUL and 9 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 34 added.
The largest buyer was AssetMark Inc, adding an estimated $1.86M. The largest seller was McCarthy & Cox, cutting an estimated $18M.
- 142 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2025, down from 150 in Q4 2024.
- Funds reported $276M of FT Vest US Equity Buffer ETF July stock for Q1 2025, down 15% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2025 and 15 closed out, a net change of -6 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q1 2025 was AssetMark Inc, an estimated $1.86M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q1 2025 was McCarthy & Cox, an estimated $18M sold.
Based on aggregated 13F filings for Q1 2025.