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FT Vest US Equity Moderate Buffer ETF July
GJUL

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: 73 → 72 (-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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$512K
2
AP
Americana Partners
Texas
+$499K
3
Citadel Advisors
Citadel Advisors
Florida
+$398K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$397K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$327K

Top Sellers

Rank Fund Capital Flow
1
MWM
Maltin Wealth Management
New Jersey
-$6.27M
2
FS
Ferguson Shapiro
Georgia
-$3.97M
3
HAS
HBW Advisory Services
California
-$1.63M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.26M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$249K – – –
FNWA
52
Financial Network Wealth Advisors
Utah
$232K – – –
TC
53
TownSquare Capital
Utah
$232K – – –
OMC
54
Old Mission Capital
Illinois
$228K -$55.5K -1,628 -20%
BIM
55
Bullseye Investment Management
Ohio
$216K +$211K +6,200 New
RFG
56
REAP Financial Group
Texas
$205K -$682 -20 -0.3%
ACM
57
Anfield Capital Management
California
$197K +$193K +5,659 New
CA
58
CoreCap Advisors
Michigan
$195K +$72.4K +2,124 +61%
AssetMark Inc
59
AssetMark Inc
California
$136K +$133K +3,911 New
UBS Group
60
UBS Group
Switzerland
$134K +$106K +3,112 +417%
CFGS
61
Concourse Financial Group Securities
Alabama
$93K -$682 -20 -0.7%
TSMHT
62
Thurston Springer Miller Herd & Titak
Indiana
$76.9K +$75.5K +2,214 New
CPA
63
Clear Point Advisors
New York
$60.3K -$941K -27,602 -94%
AIC
64
Archer Investment Corporation
Indiana
$59.2K – – –
AIP
65
Ameritas Investment Partners
Nebraska
$56.6K – – –
Wells Fargo
66
Wells Fargo
California
$55.8K – – –
CIAS
67
Capital Investment Advisory Services
North Carolina
$46K – – –
CAL
68
Capital Analysts LLC
Pennsylvania
$45K – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$39K +$38K +1,114 New
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
PS
71
Principal Securities
Iowa
$13.9K – – –
CJ
72
Caitlin John
Michigan
$12.1K +$443 +13 +4%
MWM
73
Maltin Wealth Management
New Jersey
– -$6.27M -185,059 Closed
HAS
74
HBW Advisory Services
California
– -$1.63M -50,846 Closed
HF
75
HRT Financial
New York
– -$667K -19,702 Closed
1 2
3
4

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.