FT Vest US Equity Moderate Buffer ETF July
GJUL
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.
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: 1 → 2 (+1)
43% more funds holding
Funds holding: 72 → 103 (+31)
24% more capital invested
Capital invested by funds: $185M → $230M (+$45M)
7.92% less ownership
Funds ownership: 71.94% → 64.01% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
+$17M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.73M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.67M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.01M |
| 5 |
AP
Americana Partners
Houston,
Texas
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$38M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$6.98M |
| 3 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$3.44M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$979K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$790K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CJ
101
Caitlin John
Brighton,
Michigan
| $12.7K | -$35 | -1 | -0.3% |
|
102
UBS Group
Zurich,
Switzerland
| $11.3K | -$124K | -3,546 | -92% |
|
|
CA
103
Continuum Advisory
Eagle,
Idaho
| $10.1K | +$9.65K | +275 | New |
|
|
TWC
104
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$3.44M | -98,790 | Closed |
|
|
WFS
105
WealthGarden F.S.
El Segundo,
California
| – | -$371K | -10,675 | Closed |
|
|
IA
106
Insight Advisors
Newtown,
Pennsylvania
| – | -$278K | -8,008 | Closed |
|
|
FNWA
107
Financial Network Wealth Advisors
Murray,
Utah
| – | -$232K | -6,671 | Closed |
|
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.