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FT Vest US Equity Moderate Buffer ETF July

141 hedge funds and large institutions have $394M invested in FT Vest US Equity Moderate Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 6

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more capital invested

Capital invested by funds: $201M → $394M (+$193M)

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

40% more funds holding

Funds holding: 101141 (+40)

1.54% more ownership

Funds ownership: 64.62%66.16% (+1.5%)

Holders
141
Holders Change
+40
Holders Change %
+39.6%
% of All Funds
1.85%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
46
Increased
42
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$60.9M +$59.7M +1,502,347 +858,484%
Raymond James Financial
2
Raymond James Financial
Florida
$59.5M +$39.2M +987,354 +205%
Osaic Holdings
3
Osaic Holdings
Arizona
$31.7M +$24M +603,893 +327%
FS
4
Ferguson Shapiro
Georgia
$25.3M +$59K +1,486 +0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.3M +$9.72M +244,688 +119%
NWWA
6
New Wave Wealth Advisors
Arkansas
$14.9M +$14.6M +366,991 New
AIC
7
Archer Investment Corporation
Indiana
$13.2M +$12.8M +321,238 +6,182%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.5M -$29.9M -752,857 -71%
LPL Financial
9
LPL Financial
California
$10.4M -$121K -3,051 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$9.84M +$1.6M +40,348 +20%
AP
11
Americana Partners
Texas
$8.09M +$2.52M +63,541 +47%
KAS
12
Kestra Advisory Services
Texas
$7.85M +$369K +9,286 +5%
Truist Financial
13
Truist Financial
North Carolina
$7.81M +$63.8K +1,607 +0.8%
FWM
14
FSR Wealth Management
Illinois
$7.46M +$7.3M +183,892 New
DI
15
DAGCO Inc
Ohio
$7.44M -$926K -23,318 -11%
IWC
16
Integrated Wealth Concepts
Massachusetts
$6.74M
OWA
17
Outlook Wealth Advisors
Texas
$5.24M +$5.13M +129,108 New
SWP
18
Sagespring Wealth Partners
Tennessee
$4.95M +$4.85M +122,043 New
MML Investors Services
19
MML Investors Services
Massachusetts
$4.35M +$3.27M +82,254 +329%
LAS
20
Lloyd Advisory Services
Georgia
$4.26M +$4.17M +104,998 New
SW
21
Schulz Wealth
Texas
$4.1M +$351K +8,848 +10%
SS
22
Sunbelt Securities
Texas
$4.08M +$1.64M +41,178 +69%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.57M -$159K -4,008 -4%
PAS
24
Park Avenue Securities
New York
$2.17M +$1.89M +47,624 +796%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.12M +$2.08M +52,328 New

GJUL Hedge Fund Activity: Q3 2025 in Review

141 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF July (GJUL) for Q3 2025, worth a combined $394M — up 96% from $201M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GJUL positions and 6 closed out — a net gain of 40 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $59.7M. The largest seller was Envestnet Asset Management, cutting an estimated $29.9M.

  • 141 institutional investors held FT Vest US Equity Moderate Buffer ETF July (GJUL) as of Q3 2025, up from 101 in Q2 2025.
  • Funds reported $394M of FT Vest US Equity Moderate Buffer ETF July stock for Q3 2025, up 96% quarter-over-quarter.
  • 46 funds opened new FT Vest US Equity Moderate Buffer ETF July positions in Q3 2025 and 6 closed out, a net change of +40 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF July buyer in Q3 2025 was AE Wealth Management, an estimated $59.7M added.
  • The largest FT Vest US Equity Moderate Buffer ETF July seller in Q3 2025 was Envestnet Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2025.