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FT Vest US Equity Moderate Buffer ETF July

130 hedge funds and large institutions have $250M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.72% less ownership

Funds ownership: 66.16%59.44% (-6.7%)

8% less funds holding

Funds holding: 141130 (-11)

37% less capital invested

Capital invested by funds: $394M → $250M (-$144M)

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

62% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 50

Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
16
Increased
19
Reduced
50
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$478K -$44.9K -1,100 -9%
FPWM
52
FSB Premier Wealth Management
Iowa
$476K -$41 -1 -0%
GLR
53
Great Lakes Retirement
Ohio
$467K -$101K -2,477 -18%
HFM
54
Hartford Financial Management
Connecticut
$457K -$1.05M -25,638 -70%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$453K -$24.5K -600 -5%
HF
56
HRT Financial
New York
$436K +$101K +2,484 +31%
NG
57
Norden Group
Utah
$431K
AFP
58
Alpha Financial Partners
Kentucky
$412K +$186K +4,547 +84%
CSP
59
Cary Street Partners
Virginia
$411K -$80.8K -1,979 -17%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$406K
AWA
61
Arkadios Wealth Advisors
Georgia
$403K -$68.7K -1,682 -15%
OIA
62
OneDigital Investment Advisors
Kansas
$384K +$33.6K +823 +10%
MOS
63
MGO One Seven
Ohio
$375K
CA
64
CoreCap Advisors
Michigan
$373K +$14.7K +361 +4%
ACA
65
Aptus Capital Advisors
Alabama
$372K
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$372K
RFG
67
REAP Financial Group
Texas
$371K -$125K -3,064 -25%
AIC
68
Archer Investment Corporation
Indiana
$359K -$13M -317,746 -97%
BFG
69
Bouchey Financial Group
New York
$356K -$7.35K -180 -2%
XPN
70
XY Planning Network
Montana
$347K
BCM
71
Brookstone Capital Management
Illinois
$340K -$571 -14 -0.2%
MW
72
MBL Wealth
North Carolina
$331K +$327K +8,000 New
PCA
73
Pallas Capital Advisors
Massachusetts
$330K -$3.75K -92 -1%
SP
74
Sequent Planning
Nebraska
$328K -$24.1K -590 -7%
NAM
75
NorthCrest Asset Manangement
Minnesota
$325K

GJUL Hedge Fund Activity: Q4 2025 in Review

130 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q4 2025, worth a combined $250M — down 37% from $394M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of GJUL and 16 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 19 added.

The largest buyer was Kovack Advisors, opening a new position worth an estimated $866K. The largest seller was AE Wealth Management, cutting an estimated $60.6M.

  • 130 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q4 2025, down from 141 in Q3 2025.
  • Funds reported $250M of FT Vest US Equity Moderate Buffer ETF July stock for Q4 2025, down 37% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q4 2025 and 26 closed out, a net change of -10 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q4 2025 was Kovack Advisors, an estimated $866K added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q4 2025 was AE Wealth Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2025.