FT Vest US Equity Moderate Buffer ETF July
GJUL
73 hedge funds and large institutions have $203M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 12 closing their positions.
4.05% more ownership
Funds ownership: 71.71% → 75.76% (+4.1%)
5% less funds holding
Funds holding: 77 → 73 (-4)
16% less capital invested
Capital invested by funds: $240M → $203M (-$37.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
60% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.7M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.9M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.5M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$32.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.2M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$8.3M |
| 4 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$6.76M |
| 5 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$2.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
76
RFG Advisory
Birmingham,
Alabama
| – | -$2.46M | -76,726 | Closed |
|
|
AWM
77
Accel Wealth Management
Waverly,
Iowa
| – | -$456K | -14,200 | Closed |
|
|
SC
78
Schubert & Co
Mckinney,
Texas
| – | -$366K | -11,412 | Closed |
|
79
Koshinski Asset Management
Decatur,
Illinois
| – | -$291K | -9,065 | Closed |
|
80
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$271K | -8,442 | Closed |
|
|
ACM
81
Anfield Capital Management
Irvine,
California
| – | -$267K | -8,329 | Closed |
|
|
CA
82
Claro Advisors
Boston,
Massachusetts
| – | -$236K | -7,350 | Closed |
|
|
ASN
83
Advisory Services Network
Atlanta,
Georgia
| – | -$111K | -3,464 | Closed |
|
|
TAM
84
Tucker Asset Management
Littleton,
Colorado
| – | -$1.76K | -55 | Closed |
|
|
IPW
85
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.03K | -32 | Closed |
|
GJUL Hedge Fund Activity: Q1 2024 in Review
73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q1 2024, worth a combined $203M — down 16% from $240M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GJUL and 8 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $12.6M. The largest seller was Osaic Holdings, cutting an estimated $32.6M.
- 73 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q1 2024, down from 77 in Q4 2023.
- Funds reported $203M of FT Vest US Equity Moderate Buffer ETF July stock for Q1 2024, down 16% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q1 2024 and 12 closed out, a net change of -4 holders.
- The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $12.6M added.
- The largest FT Vest US Equity Moderate Buffer ETF July seller in Q1 2024 was Osaic Holdings, an estimated $32.6M sold.
Based on aggregated 13F filings for Q1 2024.