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JULM

FT Vest U.S. Equity Max Buffer ETF - July
JULM

28 hedge funds and large institutions have $12.2M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60.27% more ownership

Funds ownership: 0% → 60.27% (+60%)

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.24M
3
GEA
Glen Eagle Advisors
New Jersey
+$759K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$652K
5
MA
Mutual Advisors
Nebraska
+$630K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.52M +$1.5M +48,824 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.26M +$1.24M +40,469 New
GEA
3
Glen Eagle Advisors
New Jersey
$770K +$759K +24,725 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$662K +$652K +21,244 New
MA
5
Mutual Advisors
Nebraska
$640K +$630K +20,514 New
OMC
6
Old Mission Capital
Illinois
$593K +$585K +19,042 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$551K +$543K +17,697 New
KAS
8
Kestra Advisory Services
Texas
$538K +$531K +17,285 New
TC
9
TownSquare Capital
Utah
$538K +$531K +17,282 New
CCFM
10
Clear Creek Financial Management
Washington
$493K +$486K +15,839 New
Jane Street
11
Jane Street
New York
$477K +$470K +15,312 New
AWA
12
Arete Wealth Advisors
Illinois
$452K +$447K +14,550 New
Citadel Advisors
13
Citadel Advisors
Florida
$426K +$420K +13,682 New
SAW
14
Signal Advisors Wealth
Michigan
$393K +$388K +12,624 New
NG
15
Norden Group
Utah
$374K +$368K +12,000 New
AWA
16
Arkadios Wealth Advisors
Georgia
$352K +$347K +11,288 New
NFG
17
Nations Financial Group
Iowa
$349K +$345K +11,222 New
FWM
18
Foguth Wealth Management
Michigan
$307K +$303K +9,872 New
BCM
19
Brookstone Capital Management
Illinois
$283K +$279K +9,099 New
MML Investors Services
20
MML Investors Services
Massachusetts
$252K +$249K +8,103 New
MFS
21
Madrona Financial Services
Washington
$205K +$202K +6,580 New
IA
22
IFP Advisors
Florida
$204K +$201K +6,560 New
HighTower Advisors
23
HighTower Advisors
Illinois
$202K +$200K +6,500 New
CAM
24
Creekmur Asset Management
Illinois
$137K +$136K +4,414 New
ACM
25
Anfield Capital Management
California
$89.5K +$88.3K +2,875 New
1
2

JULM Hedge Fund Activity: Q3 2024 in Review

28 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) for Q3 2024, worth a combined $12.2M.

Buyers outnumbered sellers: 28 funds opened new JULM positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.5M.

  • 28 institutional investors held FT Vest U.S. Equity Max Buffer ETF - July (JULM) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $12.2M of FT Vest U.S. Equity Max Buffer ETF - July stock for Q3 2024.
  • 28 funds opened new FT Vest U.S. Equity Max Buffer ETF - July positions in Q3 2024 and 0 closed out, a net change of +28 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - July buyer in Q3 2024 was Commonwealth Equity Services, an estimated $1.5M added.

Based on aggregated 13F filings for Q3 2024.