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FT Vest US Equity Moderate Buffer ETF July

101 hedge funds and large institutions have $201M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $169M → $201M (+$32.2M)

6% more funds holding

Funds holding: 95101 (+6)

2.79% more ownership

Funds ownership: 61.84%64.62% (+2.8%)

45% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
18
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M +$25.7M +702,145 +195%
FS
2
Ferguson Shapiro
Georgia
$24M +$381K +10,413 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$18.6M -$1.08M -29,501 -6%
LPL Financial
4
LPL Financial
California
$10M +$3.58M +97,874 +61%
DI
5
DAGCO Inc
Ohio
$8M -$355K -9,702 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.99M -$810K -22,170 -10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.83M -$1.57M -42,939 -18%
Truist Financial
8
Truist Financial
North Carolina
$7.39M +$49.5K +1,353 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.16M -$409K -11,199 -6%
KAS
10
Kestra Advisory Services
Texas
$7.13M +$105K +2,859 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$6.43M
HFM
12
Hartford Financial Management
Connecticut
$5.87M +$5.55M +151,772 New
AP
13
Americana Partners
Texas
$5.26M -$692K -18,929 -12%
SW
14
Schulz Wealth
Texas
$3.57M -$130K -3,552 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.56M -$46.4K -1,268 -1%
SS
16
Sunbelt Securities
Texas
$2.18M +$33.8K +925 +2%
KIM
17
Kestra Investment Management
Texas
$2.04M +$994K +27,184 +99%
CHC
18
City Holding Co
West Virginia
$1.82M -$7.31K -200 -0.4%
AFW
19
Avantra Family Wealth
Pennsylvania
$1.63M +$47K +1,285 +3%
OMC
20
Old Mission Capital
Illinois
$1.32M +$658K +18,000 +112%
NA
21
NewEdge Advisors
Louisiana
$1.32M -$82.4K -2,254 -6%
SOS
22
Silver Oak Securities
Tennessee
$1.32M
WWM
23
Wolff Wiese Magana
California
$1.13M
EGA
24
E&G Advisors
Texas
$1.06M
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.02M +$283K +7,729 +41%

GJUL Hedge Fund Activity: Q2 2025 in Review

101 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q2 2025, worth a combined $201M — up 19% from $169M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new GJUL positions and 10 closed out — a net gain of 7 holders — while 18 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.7M. The largest seller was Cary Street Partners, cutting an estimated $4.62M.

  • 101 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q2 2025, up from 95 in Q1 2025.
  • Funds reported $201M of FT Vest US Equity Moderate Buffer ETF July stock for Q2 2025, up 19% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q2 2025 and 10 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q2 2025 was Envestnet Asset Management, an estimated $25.7M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q2 2025 was Cary Street Partners, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2025.