We are live on ! Find out more
GJUL icon

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

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

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
FS
1
Ferguson Shapiro
Georgia
$22.5M +$2.97M +81,191 +15%
Raymond James Financial
2
Raymond James Financial
Florida
$19.7M +$19.6M +536,425 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.2M -$663K -18,152 -5%
IA
4
IFP Advisors
Florida
$12.6M -$198K -5,424 -2%
Truist Financial
5
Truist Financial
North Carolina
$10.6M -$330K -9,035 -3%
AP
6
Americana Partners
Texas
$9.66M -$332K -9,101 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.53M -$4.57M -125,225 -33%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$9.41M -$230K -6,309 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.47M -$1.2M -32,744 -12%
DI
10
DAGCO Inc
Ohio
$8.03M +$8M +218,888 New
KAS
11
Kestra Advisory Services
Texas
$7.26M +$54.5K +1,493 +0.8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.66M -$941K -25,748 -12%
IWC
13
Integrated Wealth Concepts
Massachusetts
$6.09M – – –
CSP
14
Cary Street Partners
Virginia
$5.49M +$5.47M +149,633 New
LPL Financial
15
LPL Financial
California
$5.46M +$4.24M +116,078 +354%
SW
16
Schulz Wealth
Texas
$3.51M -$46.1K -1,261 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.45M -$89.1K -2,438 -3%
SI
18
Stephens Inc
Arkansas
$3.29M -$73.1K -2,000 -2%
CFGS
19
Concourse Financial Group Securities
Alabama
$3.09M -$17.9K -489 -0.6%
SWP
20
Sagespring Wealth Partners
Tennessee
$2.47M +$2.46M +67,325 New
SS
21
Sunbelt Securities
Texas
$2.18M -$34.4K -942 -2%
CHC
22
City Holding Co
West Virginia
$1.73M – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.59M +$512K +14,028 +48%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.56M -$274K -7,510 -15%
AFW
25
Avantra Family Wealth
Pennsylvania
$1.51M +$1.5M +41,174 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.