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FT Vest US Equity Moderate Buffer ETF July

72 hedge funds and large institutions have $185M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% less funds holding

Funds holding: 7372 (-1)

3.82% less ownership

Funds ownership: 75.76%71.94% (-3.8%)

9% less capital invested

Capital invested by funds: $203M → $185M (-$18.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
9
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
26
City Holding Co
West Virginia
$1.08M
AWS
27
Atria Wealth Solutions
New York
$1.01M -$16K -469 -2%
EGA
28
E&G Advisors
Texas
$949K
AAS
29
Avantax Advisory Services
Texas
$714K -$236K -6,933 -25%
TLA
30
Tanglewood Legacy Advisors
Texas
$694K
BFG
31
Bouchey Financial Group
New York
$680K -$375 -11 -0.1%
SS
32
Sunbelt Securities
Texas
$649K
ACA
33
Aptus Capital Advisors
Alabama
$582K
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$582K
GSAM
35
Grant Street Asset Management
Pennsylvania
$570K
JP Morgan Chase
36
JP Morgan Chase
New York
$522K +$512K +15,015 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$501K -$10.2K -300 -2%
AWE
38
Avidian Wealth Enterprises
Texas
$441K
IF
39
Integrity Financial
Wyoming
$430K +$55.8K +1,636 +15%
DI
40
Diligent Investors
California
$427K
Citadel Advisors
41
Citadel Advisors
Florida
$406K +$398K +11,680 New
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$405K +$397K +11,655 New
WFS
43
WealthGarden F.S.
California
$371K +$364K +10,675 New
KWS
44
Keystone Wealth Services
California
$328K
NAM
45
NorthCrest Asset Manangement
Minnesota
$283K
IA
46
Insight Advisors
Pennsylvania
$278K -$204K -5,992 -43%
KPWS
47
Kestra Private Wealth Services
Texas
$278K
PFS
48
Prospera Financial Services
Texas
$277K
CPIG
49
Chicago Partners Investment Group
Illinois
$258K
DFA
50
DHJJ Financial Advisors
Illinois
$256K -$37.8K -1,110 -13%

GJUL Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q2 2024, worth a combined $185M — down 9% from $203M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GJUL positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $512K. The largest seller was Maltin Wealth Management, exiting entirely with an estimated $6.27M sold.

  • 72 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q2 2024, down from 73 in Q1 2024.
  • Funds reported $185M of FT Vest US Equity Moderate Buffer ETF July stock for Q2 2024, down 9% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q2 2024 was JP Morgan Chase, an estimated $512K added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q2 2024 was Maltin Wealth Management, an estimated $6.27M sold.

Based on aggregated 13F filings for Q2 2024.