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FT Vest US Equity Moderate Buffer ETF July
GJUL

101 hedge funds and large institutions have $212M invested in FT Vest US Equity Moderate Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 64.01% → 66.73% (+2.7%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 103 → 101 (-2)

8% less capital invested

Capital invested by funds: $230M → $212M (-$17.8M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
18
Reduced
34
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DI
DAGCO Inc
Ohio
+$8M
2
LPL Financial
LPL Financial
California
+$4.24M
3
FS
Ferguson Shapiro
Georgia
+$2.97M
4
OMC
Old Mission Capital
Illinois
+$1.01M
5
NF
Nvest Financial
New Hampshire
+$526K

Top Sellers

Rank Fund Capital Flow
1
LAM
Lifestyle Asset Management
Texas
-$17.3M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$6.23M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.57M
4
LJAC
L.J. Altfest & Co
New York
-$3.44M
5
OIA
OneDigital Investment Advisors
Kansas
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$264K +$263K +7,200 New
CA
77
CoreCap Advisors
Michigan
$262K +$40K +1,095 +18%
SA
78
Sanctuary Advisors
Indiana
$253K +$12.4K +340 +5%
NAM
79
NorthCrest Asset Manangement
Minnesota
$239K -$8.04K -220 -3%
CF
80
Centaurus Financial
California
$234K +$233K +6,389 New
ACM
81
Anfield Capital Management
California
$217K – – –
AWA
82
Arete Wealth Advisors
Illinois
$212K – – –
AIC
83
Archer Investment Corporation
Indiana
$188K -$55.6K -1,523 -23%
FNWA
84
Financial Network Wealth Advisors
Utah
$183K +$182K +4,992 New
AWM
85
AE Wealth Management
Kansas
$171K +$171K +4,675 New
CFD
86
Creative Financial Designs
Indiana
$163K – – –
TSMHT
87
Thurston Springer Miller Herd & Titak
Indiana
$105K +$21.8K +597 +26%
CAL
88
Capital Analysts LLC
Pennsylvania
$74K – – –
MMCM
89
Murphy & Mullick Capital Management
New York
$64.2K +$63.9K +1,750 New
AIP
90
Ameritas Investment Partners
Nebraska
$59.8K – – –
Wells Fargo
91
Wells Fargo
California
$58.9K – – –
NWMP
92
Noble Wealth Management PBC
Colorado
$55K +$54.8K +1,500 New
Barclays
93
Barclays
United Kingdom
$53.4K +$804 +22 +2%
AssetMark Inc
94
AssetMark Inc
California
$40.4K -$5.41K -148 -12%
GWM
95
Geneos Wealth Management
Colorado
$40.3K +$40.2K +1,100 New
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$29.6K – – –
PS
97
Principal Securities
Iowa
$14.7K – – –
CJ
98
Caitlin John
Michigan
$12.7K -$37 -1 -0.3%
CA
99
Continuum Advisory
Idaho
$10.1K – – –
CAWM
100
Capital A Wealth Management
Pennsylvania
$1.1K +$1.1K +30 New
1 2 3
4
5

GJUL Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q4 2024, worth a combined $212M — down 7.8% from $230M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GJUL positions and 20 closed out — a net gain of 1 holder — while 18 added to existing stakes and 34 trimmed.

The largest buyer was DAGCO Inc, opening a new position worth an estimated $8M. The largest seller was Lifestyle Asset Management, cutting an estimated $17.3M.

  • 101 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q4 2024, down from 103 in Q3 2024.
  • Funds reported $212M of FT Vest US Equity Moderate Buffer ETF July stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 21 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q4 2024 and 20 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q4 2024 was DAGCO Inc, an estimated $8M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q4 2024 was Lifestyle Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2024.