FT Vest US Equity Buffer ETF July
FJUL
150 hedge funds and large institutions have $325M invested in FT Vest US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 66 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
3% more funds holding
Funds holding: 145 → 150 (+5)
0.99% less ownership
Funds ownership: 35.72% → 34.73% (-0.99%)
1% less capital invested
Capital invested by funds: $329M → $325M (-$4.2M)
48% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 66
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$1.69M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$958K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$928K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$675K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.19M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.17M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.16M |
| 4 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$1.99M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.18M |
FJUL Hedge Fund Activity: Q4 2024 in Review
150 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q4 2024, worth a combined $325M — down 1.3% from $329M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FJUL positions and 11 closed out — a net gain of 7 holders — while 34 added to existing stakes and 66 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $1.69M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.19M.
- 150 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q4 2024, up from 145 in Q3 2024.
- Funds reported $325M of FT Vest US Equity Buffer ETF July stock for Q4 2024, down 1.3% quarter-over-quarter.
- 18 funds opened new FT Vest US Equity Buffer ETF July positions in Q4 2024 and 11 closed out, a net change of +7 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q4 2024 was AssetMark Inc, an estimated $1.69M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $5.19M sold.
Based on aggregated 13F filings for Q4 2024.