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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
FS
1
Ferguson Shapiro
Georgia
$56.2M -$3.97M -116,399 -7%
IA
2
IFP Advisors
Florida
$12.1M -$550K -16,132 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12M -$1.26M -36,951 -10%
LJAC
4
L.J. Altfest & Co
New York
$10.2M +$243K +7,140 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.73M -$510K -14,965 -5%
Truist Financial
6
Truist Financial
North Carolina
$6.89M -$5.01K -147 -0.1%
IWC
7
Integrated Wealth Concepts
Massachusetts
$5.76M
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$5.51M -$104K -3,065 -2%
RJA
9
Raymond James & Associates
Florida
$5.43M -$578K -16,950 -10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.3M -$368K -10,793 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.81M -$1.02M -29,902 -18%
KAS
12
Kestra Advisory Services
Texas
$4.6M -$361K -10,582 -7%
AP
13
Americana Partners
Texas
$4.56M +$499K +14,638 +13%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$3.44M -$36.2K -1,061 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.21M -$353K -10,354 -10%
SI
16
Stephens Inc
Arkansas
$3.05M -$13.6K -400 -0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.94M -$976K -28,622 -25%
OIA
18
OneDigital Investment Advisors
Kansas
$2.41M -$22.7K -666 -1%
SW
19
Schulz Wealth
Texas
$2.07M -$55K -1,615 -3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.81M +$327K +9,592 +23%
NA
21
NewEdge Advisors
Louisiana
$1.59M -$23.5K -690 -1%
Jane Street
22
Jane Street
New York
$1.57M +$80K +2,346 +5%
HI
23
Harbour Investments
Wisconsin
$1.39M -$344K -10,097 -20%
PCA
24
Pallas Capital Advisors
Massachusetts
$1.32M -$21.3K -626 -2%
LPL Financial
25
LPL Financial
California
$1.11M +$93.4K +2,740 +9%

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.