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FT Vest US Equity Moderate Buffer ETF July

103 hedge funds and large institutions have $230M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more funds holding

Funds holding: 72103 (+31)

24% more capital invested

Capital invested by funds: $185M → $230M (+$45M)

7.92% less ownership

Funds ownership: 71.94%64.01% (-7.9%)

Holders
103
Holders Change
+31
Holders Change %
+43.06%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
44
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
76
Archer Investment Corporation
Indiana
$240K +$174K +4,952 +290%
OMC
77
Old Mission Capital
Illinois
$237K +$316 +9 +0.1%
SA
78
Sanctuary Advisors
Indiana
$236K +$226K +6,434 New
CA
79
CoreCap Advisors
Michigan
$218K +$15.2K +433 +8%
EWM
80
EPG Wealth Management
Georgia
$216K +$211K +6,000 New
ACM
81
Anfield Capital Management
California
$214K +$9.41K +268 +5%
AWA
82
Arete Wealth Advisors
Illinois
$209K +$204K +5,800 New
RJT
83
Raymond James Trust
Florida
$209K +$204K +5,800 New
Citadel Advisors
84
Citadel Advisors
Florida
$206K -$209K -5,955 -51%
CFD
85
Creative Financial Designs
Indiana
$160K +$156K +4,433 New
OP
86
ORG Partners
Indiana
$142K +$139K +3,950 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$139K +$96.4K +2,747 +247%
NS
88
NBC Securities
Alabama
$90K +$88.3K +2,516 New
TSMHT
89
Thurston Springer Miller Herd & Titak
Indiana
$81.6K +$1.83K +52 +2%
MIM
90
Macroview Investment Management
Maryland
$77.8K +$75.8K +2,160 New
CAL
91
Capital Analysts LLC
Pennsylvania
$73K +$25K +712 +55%
CPA
92
Clear Point Advisors
New York
$62.5K
AIP
93
Ameritas Investment Partners
Nebraska
$58.7K
Wells Fargo
94
Wells Fargo
California
$57.9K
Barclays
95
Barclays
United Kingdom
$51.7K +$50.4K +1,435 New
JIP
96
Jaffetilchin Investment Partners
Florida
$48.3K +$47.1K +1,341 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$47.7K
AssetMark Inc
98
AssetMark Inc
California
$45K -$93.4K -2,661 -68%
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$29.1K
PS
100
Principal Securities
Iowa
$14.4K

GJUL Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q3 2024, worth a combined $230M — up 24% from $185M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GJUL positions and 4 closed out — a net gain of 31 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Lifestyle Asset Management, opening a new position worth an estimated $17M. The largest seller was Ferguson Shapiro, cutting an estimated $38M.

  • 103 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $230M of FT Vest US Equity Moderate Buffer ETF July stock for Q3 2024, up 24% quarter-over-quarter.
  • 35 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q3 2024 and 4 closed out, a net change of +31 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q3 2024 was Lifestyle Asset Management, an estimated $17M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q3 2024 was Ferguson Shapiro, an estimated $38M sold.

Based on aggregated 13F filings for Q3 2024.