FT Vest U.S. Equity Max Buffer ETF - July
JULM
30 hedge funds and large institutions have $12.5M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 28 → 30 (+2)
2.59% more ownership
Funds ownership: 60.27% → 62.86% (+2.6%)
2% more capital invested
Capital invested by funds: $12.2M → $12.5M (+$257K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$652K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$342K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$188K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$90.8K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$477K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$426K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$352K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$87.6K |
| 5 |
CAM
Creekmur Asset Management
Morton,
Illinois
|
-$85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Creekmur Asset Management
Morton,
Illinois
| $53.4K | -$85K | -2,714 | -61% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $51.7K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $20.4K | +$20.4K | +650 | New |
|
29
UBS Group
Zurich,
Switzerland
| $3.14K | +$3.13K | +100 | New |
|
30
Barclays
London,
United Kingdom
| $283 | -$1.75K | -56 | -86% |
|
|
31
Jane Street
New York
| – | -$477K | -15,312 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$426K | -13,682 | Closed |
|
|
AWA
33
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$352K | -11,288 | Closed |
|
JULM Hedge Fund Activity: Q4 2024 in Review
30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) for Q4 2024, worth a combined $12.5M — up 2.1% from $12.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JULM positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $652K. The largest seller was Jane Street, exiting entirely with an estimated $477K sold.
- 30 institutional investors held FT Vest U.S. Equity Max Buffer ETF - July (JULM) as of Q4 2024, up from 28 in Q3 2024.
- Funds reported $12.5M of FT Vest U.S. Equity Max Buffer ETF - July stock for Q4 2024, up 2.1% quarter-over-quarter.
- 5 funds opened new FT Vest U.S. Equity Max Buffer ETF - July positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest FT Vest U.S. Equity Max Buffer ETF - July buyer in Q4 2024 was Commonwealth Equity Services, an estimated $652K added.
- The largest FT Vest U.S. Equity Max Buffer ETF - July seller in Q4 2024 was Jane Street, an estimated $477K sold.
Based on aggregated 13F filings for Q4 2024.