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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
IP
51
Ignite Planners
California
$498K +$485K +13,825 New
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$471K +$50K +1,425 +12%
KPWS
53
Kestra Private Wealth Services
Texas
$440K +$147K +4,200 +53%
HI
54
Harbour Investments
Wisconsin
$438K -$979K -27,875 -70%
SWP
55
Summit Wealth Partners
Florida
$428K +$417K +11,881 New
FFS
56
Founders Financial Securities
Maryland
$403K +$393K +11,197 New
SP
57
Sequent Planning
Nebraska
$402K +$392K +11,162 New
AAS
58
Ameritas Advisory Services
Nebraska
$380K +$370K +10,552 New
NG
59
Norden Group
Utah
$376K +$366K +10,434 New
SPIA
60
Steward Partners Investment Advisory
New York
$369K +$108K +3,072 +43%
FPWM
61
FSB Premier Wealth Management
Iowa
$355K +$346K +9,849 New
SWA
62
Stratos Wealth Advisors
Ohio
$353K +$344K +9,785 New
KIM
63
Kestra Investment Management
Texas
$350K +$341K +9,714 New
BFA
64
Beacon Financial Advisory
Ohio
$327K +$318K +9,070 New
RFG
65
REAP Financial Group
Texas
$322K +$107K +3,045 +52%
Envestnet Portfolio Solutions
66
Envestnet Portfolio Solutions
Illinois
$312K +$304K +8,664 New
CA
67
CWC Advisors
Oregon
$309K +$301K +8,567 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$290K +$282K +8,041 New
PFS
69
Prospera Financial Services
Texas
$287K – – –
HF
70
HRT Financial
New York
$285K +$279K +7,937 New
MAG
71
Mayfair Advisory Group
Alabama
$283K +$276K +7,872 New
CPIG
72
Chicago Partners Investment Group
Illinois
$268K – – –
DFA
73
DHJJ Financial Advisors
Illinois
$265K -$1.05K -30 -0.4%
BIM
74
Bullseye Investment Management
Ohio
$247K +$18.8K +535 +9%
NAM
75
NorthCrest Asset Manangement
Minnesota
$243K -$49.2K -1,400 -17%
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.