FT Vest US Equity Moderate Buffer ETF July
GJUL
77 hedge funds and large institutions have $240M invested in FT Vest US Equity Moderate Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
91% more capital invested
Capital invested by funds: $126M → $240M (+$115M)
31% more funds holding
Funds holding: 59 → 77 (+18)
14.25% more ownership
Funds ownership: 57.46% → 71.71% (+14%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$59.6M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$10.7M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$7.89M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.97M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.94M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.35M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$667K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
76
Tucker Asset Management
Littleton,
Colorado
| $1.76K | +$1.69K | +55 | New |
|
|
IPW
77
Impact Partnership Wealth
Marietta,
Georgia
| $1.03K | -$13.6K | -441 | -93% |
|
|
BOSSRA
78
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$667K | -22,271 | Closed |
|
|
TCM
79
Triumph Capital Management
Denver,
Colorado
| – | -$511K | -17,062 | Closed |
|
|
GLR
80
Great Lakes Retirement
Sandusky,
Ohio
| – | -$443K | -14,799 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$320K | -10,687 | Closed |
|
|
AWA
82
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$224K | -7,470 | Closed |
|
|
CIA
83
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$29.9K | -1,000 | Closed |
|
|
LFG
84
Larson Financial Group
St Louis,
Missouri
| – | -$20K | -668 | Closed |
|
|
SIS
85
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$6.11K | -204 | Closed |
|
|
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$3.2K | -107 | Closed |
|
|
RWPA
87
Richard W. Paul & Associates
Novi,
Michigan
| – | -$539 | -18 | Closed |
|
GJUL Hedge Fund Activity: Q4 2023 in Review
77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q4 2023, worth a combined $240M — up 91% from $126M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new GJUL positions and 10 closed out — a net gain of 18 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Ferguson Shapiro, opening a new position worth an estimated $59.6M. The largest seller was NewEdge Advisors, cutting an estimated $1.97M.
- 77 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q4 2023, up from 59 in Q3 2023.
- Funds reported $240M of FT Vest US Equity Moderate Buffer ETF July stock for Q4 2023, up 91% quarter-over-quarter.
- 28 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q4 2023 and 10 closed out, a net change of +18 holders.
- The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q4 2023 was Ferguson Shapiro, an estimated $59.6M added.
- The largest FT Vest US Equity Moderate Buffer ETF July seller in Q4 2023 was NewEdge Advisors, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2023.