We are live on ! Find out more
GJUL icon

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
FS
1
Ferguson Shapiro
Georgia
$19.2M -$38M -1,083,136 -67%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$17.5M +$4.92M +140,127 +41%
LAM
3
Lifestyle Asset Management
Texas
$17.4M +$17M +483,666 New
Osaic Holdings
4
Osaic Holdings
Arizona
$13.9M +$8.67M +246,910 +178%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.6M +$3.4M +96,962 +35%
IA
6
IFP Advisors
Florida
$12.6M +$60.9K +1,734 +0.5%
Truist Financial
7
Truist Financial
North Carolina
$10.8M +$3.52M +100,273 +51%
AP
8
Americana Partners
Texas
$9.82M +$4.96M +141,302 +108%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.5M +$6.01M +171,282 +185%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$9.48M +$8.73M +248,690 +1,727%
RJA
11
Raymond James & Associates
Florida
$8.56M +$2.86M +81,564 +52%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.47M +$1.93M +54,879 +36%
KAS
13
Kestra Advisory Services
Texas
$7.08M +$2.25M +64,010 +48%
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
$6.23M +$505K +14,372 +9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.99M +$16.6K +473 +0.3%
SW
16
Schulz Wealth
Texas
$3.5M +$1.32M +37,488 +63%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.48M +$415K +11,814 +14%
LJAC
18
L.J. Altfest & Co
New York
$3.44M -$6.98M -198,864 -68%
SI
19
Stephens Inc
Arkansas
$3.3M +$137K +3,900 +4%
CFGS
20
Concourse Financial Group Securities
Alabama
$3M +$2.83M +80,615 +3,013%
OIA
21
OneDigital Investment Advisors
Kansas
$2.44M -$52.3K -1,490 -2%
SS
22
Sunbelt Securities
Texas
$2.17M +$1.46M +41,670 +223%
Jane Street
23
Jane Street
New York
$1.93M +$297K +8,471 +19%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.81M +$1.76M +50,201 New
NA
25
NewEdge Advisors
Louisiana
$1.72M +$62.5K +1,781 +4%

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.