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FT Vest US Equity Moderate Buffer ETF July
GJUL

101 hedge funds and large institutions have $212M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 64.01% → 66.73% (+2.7%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 103 → 101 (-2)

8% less capital invested

Capital invested by funds: $230M → $212M (-$17.8M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
18
Reduced
34
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DI
DAGCO Inc
Ohio
+$8M
2
LPL Financial
LPL Financial
California
+$4.24M
3
FS
Ferguson Shapiro
Georgia
+$2.97M
4
OMC
Old Mission Capital
Illinois
+$1.01M
5
NF
Nvest Financial
New Hampshire
+$526K

Top Sellers

Rank Fund Capital Flow
1
LAM
Lifestyle Asset Management
Texas
-$17.3M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$6.23M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.57M
4
LJAC
L.J. Altfest & Co
New York
-$3.44M
5
OIA
OneDigital Investment Advisors
Kansas
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.5M -$243K -6,644 -14%
PCA
27
Pallas Capital Advisors
Massachusetts
$1.47M +$14K +383 +1%
AWS
28
Atria Wealth Solutions
New York
$1.42M +$27K +739 +2%
OMC
29
Old Mission Capital
Illinois
$1.26M +$1.01M +27,717 +422%
SOS
30
Silver Oak Securities
Tennessee
$1.25M – – –
WWM
31
Wolff Wiese Magana
California
$1.07M -$22.2K -609 -2%
EGA
32
E&G Advisors
Texas
$1M – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$940K +$56K +1,533 +6%
WTFG
34
Wood Tarver Financial Group
Idaho
$908K +$905K +24,777 New
CW
35
CreativeOne Wealth
Kansas
$817K – – –
AWE
36
Avidian Wealth Enterprises
Texas
$791K – – –
DI
37
Diligent Investors
California
$772K -$18.3K -500 -2%
TLA
38
Tanglewood Legacy Advisors
Texas
$763K – – –
IF
39
Integrity Financial
Wyoming
$726K +$38.2K +1,045 +6%
TC
40
TownSquare Capital
Utah
$656K -$37 -1 -0%
HF
41
HRT Financial
New York
$616K +$324K +8,874 +112%
GSAM
42
Grant Street Asset Management
Pennsylvania
$601K – – –
KWS
43
Keystone Wealth Services
California
$578K – – –
ACA
44
Aptus Capital Advisors
Alabama
$564K -$49.3K -1,350 -8%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$564K -$49.3K -1,350 -8%
FFS
46
Founders Financial Securities
Maryland
$536K +$125K +3,428 +31%
NF
47
Nvest Financial
New Hampshire
$528K +$526K +14,390 New
HP
48
Holistic Planning
Texas
$527K – – –
FA
49
Flagstar Advisors
New York
$522K – – –
IAIM
50
International Assets Investment Management
Florida
$518K +$517K +14,155 New
1
2
3 4 5

GJUL Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q4 2024, worth a combined $212M — down 7.8% from $230M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GJUL positions and 20 closed out — a net gain of 1 holder — while 18 added to existing stakes and 34 trimmed.

The largest buyer was DAGCO Inc, opening a new position worth an estimated $8M. The largest seller was Lifestyle Asset Management, cutting an estimated $17.3M.

  • 101 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q4 2024, down from 103 in Q3 2024.
  • Funds reported $212M of FT Vest US Equity Moderate Buffer ETF July stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q4 2024 and 20 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q4 2024 was DAGCO Inc, an estimated $8M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q4 2024 was Lifestyle Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2024.