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FT Vest US Equity Moderate Buffer ETF July

72 hedge funds and large institutions have $185M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% less funds holding

Funds holding: 7372 (-1)

3.82% less ownership

Funds ownership: 75.76%71.94% (-3.8%)

9% less capital invested

Capital invested by funds: $203M → $185M (-$18.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
9
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Beacon Financial Group
Texas
-$306K -9,049 Closed
LA
77
Lifeworks Advisors
Michigan
-$222K -6,566 Closed
FGAM
78
Financial Gravity Asset Management
Texas
-$49K -1,500 Closed
SIS
79
Sound Income Strategies
Florida
-$1.96K -58 Closed

GJUL Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q2 2024, worth a combined $185M — down 9% from $203M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GJUL positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $512K. The largest seller was Maltin Wealth Management, exiting entirely with an estimated $6.27M sold.

  • 72 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q2 2024, down from 73 in Q1 2024.
  • Funds reported $185M of FT Vest US Equity Moderate Buffer ETF July stock for Q2 2024, down 9% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q2 2024 was JP Morgan Chase, an estimated $512K added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q2 2024 was Maltin Wealth Management, an estimated $6.27M sold.

Based on aggregated 13F filings for Q2 2024.