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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
DAGCO Inc
Westlake,
Ohio
|
+$8M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.24M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$2.97M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.01M |
| 5 |
NF
Nvest Financial
Portsmouth,
New Hampshire
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
-$17.3M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$6.23M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.57M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$3.44M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.06M |
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.