Aptus July Buffer ETF
JULB
6 hedge funds and large institutions have $19.7M invested in Aptus July Buffer ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
105.3% more ownership
Funds ownership: 0% → 105.3% (+105%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$16.2M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.15M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$1.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$752K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$250K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
KFG Wealth Management
Granger,
Indiana
| $16.4M | +$16.2M | +639,592 | New |
|
|
ACA
2
Aptus Capital Advisors
Fairhope,
Alabama
| $1.16M | +$1.15M | +45,458 | New |
|
|
GWANC
3
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.11M | +$1.1M | +43,302 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $760K | +$752K | +29,694 | New |
|
|
KA
5
Kovack Advisors
Ft. Lauderdale,
Florida
| $253K | +$250K | +9,866 | New |
|
6
UBS Group
Zurich,
Switzerland
| $20.1K | +$19.9K | +786 | New |
|
JULB Hedge Fund Activity: Q4 2025 in Review
6 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Aptus July Buffer ETF (JULB) for Q4 2025, worth a combined $19.7M.
Buyers outnumbered sellers: 6 funds opened new JULB positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was KFG Wealth Management, opening a new position worth an estimated $16.2M.
- 6 institutional investors held Aptus July Buffer ETF (JULB) as of Q4 2025, up from 0 in Q3 2025.
- Funds reported $19.7M of Aptus July Buffer ETF stock for Q4 2025.
- 6 funds opened new Aptus July Buffer ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
- The largest Aptus July Buffer ETF buyer in Q4 2025 was KFG Wealth Management, an estimated $16.2M added.
Based on aggregated 13F filings for Q4 2025.