FT Vest U.S. Equity Max Buffer ETF - July
JULM
27 hedge funds and large institutions have $10M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 6 closing their positions.
4.52% less ownership
Funds ownership: 62.86% → 58.34% (-4.5%)
10% less funds holding
Funds holding: 30 → 27 (-3)
19% less capital invested
Capital invested by funds: $12.5M → $10M (-$2.42M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$394K |
| 2 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
+$92.5K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.7K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$3.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$788K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$445K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$393K |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$353K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$286K |
JULM Hedge Fund Activity: Q1 2025 in Review
27 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) for Q1 2025, worth a combined $10M — down 19% from $12.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JULM and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $394K. The largest seller was Old Mission Capital, exiting entirely with an estimated $788K sold.
- 27 institutional investors held FT Vest U.S. Equity Max Buffer ETF - July (JULM) as of Q1 2025, down from 30 in Q4 2024.
- Funds reported $10M of FT Vest U.S. Equity Max Buffer ETF - July stock for Q1 2025, down 19% quarter-over-quarter.
- 3 funds opened new FT Vest U.S. Equity Max Buffer ETF - July positions in Q1 2025 and 6 closed out, a net change of -3 holders.
- The largest FT Vest U.S. Equity Max Buffer ETF - July buyer in Q1 2025 was LPL Financial, an estimated $394K added.
- The largest FT Vest U.S. Equity Max Buffer ETF - July seller in Q1 2025 was Old Mission Capital, an estimated $788K sold.
Based on aggregated 13F filings for Q1 2025.