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FT Vest US Equity Moderate Buffer ETF July
GJUL

103 hedge funds and large institutions have $230M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

43% more funds holding

Funds holding: 72 → 103 (+31)

24% more capital invested

Capital invested by funds: $185M → $230M (+$45M)

7.92% less ownership

Funds ownership: 71.94% → 64.01% (-7.9%)

Holders
103
Holders Change
+31
Holders Change %
+43.06%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
44
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LAM
Lifestyle Asset Management
Texas
+$17M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.73M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.67M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.01M
5
AP
Americana Partners
Texas
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
-$38M
2
LJAC
L.J. Altfest & Co
New York
-$6.98M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$3.44M
4
HI
Harbour Investments
Wisconsin
-$979K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$790K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
26
City Holding Co
West Virginia
$1.7M +$573K +16,325 +53%
PCA
27
Pallas Capital Advisors
Massachusetts
$1.44M +$67.8K +1,932 +5%
AWS
28
Atria Wealth Solutions
New York
$1.37M +$317K +9,034 +31%
BFG
29
Bouchey Financial Group
New York
$1.27M +$551K +15,690 +80%
SOS
30
Silver Oak Securities
Tennessee
$1.22M +$1.19M +34,000 New
LPL Financial
31
LPL Financial
California
$1.18M +$28.4K +810 +3%
WWM
32
Wolff Wiese Magana
California
$1.07M +$1.04M +29,736 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.06M -$790K -22,502 -43%
EGA
34
E&G Advisors
Texas
$984K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$868K +$319K +9,086 +61%
CW
36
CreativeOne Wealth
Kansas
$803K +$782K +22,282 New
AWE
37
Avidian Wealth Enterprises
Texas
$778K +$312K +8,888 +70%
DI
38
Diligent Investors
California
$777K +$325K +9,265 +75%
TLA
39
Tanglewood Legacy Advisors
Texas
$750K +$29.1K +830 +4%
GS
40
GTS Securities
New York
$733K +$714K +20,338 New
IF
41
Integrity Financial
Wyoming
$676K +$224K +6,369 +51%
TC
42
TownSquare Capital
Utah
$644K +$394K +11,214 +168%
ACA
43
Aptus Capital Advisors
Alabama
$603K – – –
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$603K – – –
GSAM
45
Grant Street Asset Management
Pennsylvania
$591K – – –
KWS
46
Keystone Wealth Services
California
$568K +$222K +6,334 +67%
AAS
47
Avantax Advisory Services
Texas
$535K -$201K -5,719 -28%
MCM
48
MAI Capital Management
Ohio
$526K +$512K +14,596 New
HP
49
Holistic Planning
Texas
$518K +$505K +14,381 New
FA
50
Flagstar Advisors
New York
$513K +$499K +14,225 New
1
2
3 4 5

GJUL Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q3 2024, worth a combined $230M — up 24% from $185M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GJUL positions and 4 closed out — a net gain of 31 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Lifestyle Asset Management, opening a new position worth an estimated $17M. The largest seller was Ferguson Shapiro, cutting an estimated $38M.

  • 103 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $230M of FT Vest US Equity Moderate Buffer ETF July stock for Q3 2024, up 24% quarter-over-quarter.
  • 35 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q3 2024 and 4 closed out, a net change of +31 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q3 2024 was Lifestyle Asset Management, an estimated $17M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q3 2024 was Ferguson Shapiro, an estimated $38M sold.

Based on aggregated 13F filings for Q3 2024.