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FT Vest US Equity Buffer ETF July

132 hedge funds and large institutions have $319M invested in FT Vest US Equity Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more capital invested

Capital invested by funds: $276M → $319M (+$43.1M)

1.02% more ownership

Funds ownership: 30.36%31.39% (+1%)

7% less funds holding

Funds holding: 142132 (-10)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

69% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 68

Holders
132
Holders Change
-10
Holders Change %
-7.04%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
21
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$93.6M +$53.4M +1,102,124 +156%
FS
2
Ferguson Shapiro
Georgia
$20.6M +$19.3M +398,043 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$18.1M -$1.02M -21,063 -6%
AssetMark Inc
4
AssetMark Inc
California
$9.34M +$2.11M +43,576 +32%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.03M -$997K -20,572 -11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.92M -$9.17M -189,106 -55%
LPL Financial
7
LPL Financial
California
$7.85M +$2.54M +52,372 +53%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.67M -$1.16M -24,032 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.94M -$17.6M -362,789 -73%
SW
10
SMART Wealth
Nebraska
$6.88M +$197K +4,068 +3%
AA
11
Armis Advisers
Georgia
$6.64M -$203K -4,195 -3%
SI
12
Stephens Inc
Arkansas
$6.54M -$33.8K -697 -0.5%
RFG
13
REAP Financial Group
Texas
$6.14M -$209K -4,309 -4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.61M -$199K -4,108 -4%
MW
15
MBL Wealth
North Carolina
$5.35M -$52.7K -1,088 -1%
NG
16
Novem Group
New York
$4.62M -$19.4K -400 -0.4%
KWS
17
Keystone Wealth Services
California
$4.25M +$107K +2,200 +3%
KAS
18
Kestra Advisory Services
Texas
$4.15M +$79.8K +1,647 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.84M +$112K +2,308 +3%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$3.82M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.56M -$478K -9,854 -13%
BCM
22
Beck Capital Management
Texas
$3.21M -$29.1K -601 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.85M +$35.7K +736 +1%
OWM
24
Opes Wealth Management
California
$2.53M +$53K +1,093 +2%
CW
25
CreativeOne Wealth
Kansas
$2.32M -$5.22M -107,710 -71%

FJUL Hedge Fund Activity: Q2 2025 in Review

132 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q2 2025, worth a combined $319M — up 16% from $276M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FJUL and 11 opened new positions — a net loss of 7 holders — while 68 trimmed existing stakes and 21 added.

The largest buyer was Raymond James Financial, adding an estimated $53.4M. The largest seller was Envestnet Asset Management, cutting an estimated $17.6M.

  • 132 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q2 2025, down from 142 in Q1 2025.
  • Funds reported $319M of FT Vest US Equity Buffer ETF July stock for Q2 2025, up 16% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Buffer ETF July positions in Q2 2025 and 18 closed out, a net change of -7 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q2 2025 was Raymond James Financial, an estimated $53.4M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q2 2025 was Envestnet Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2025.