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JULM

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

27 hedge funds and large institutions have $10.1M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.68% more ownership

Funds ownership: 58.58%62.26% (+3.7%)

1% more capital invested

Capital invested by funds: $10.1M → $10.1M (+$56.7K)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.8M -$9.94K -314 -0.6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.32M +$7.28K +230 +0.6%
GEA
3
Glen Eagle Advisors
New Jersey
$805K
LPL Financial
4
LPL Financial
California
$653K +$240K +7,570 +61%
MA
5
Mutual Advisors
Nebraska
$625K
KAS
6
Kestra Advisory Services
Texas
$563K
AWA
7
Arete Wealth Advisors
Illinois
$425K
NG
8
Norden Group
Utah
$391K
CCFM
9
Clear Creek Financial Management
Washington
$369K -$139K -4,391 -28%
Citadel Advisors
10
Citadel Advisors
Florida
$346K +$337K +10,627 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$313K
SAW
12
Signal Advisors Wealth
Michigan
$304K -$4.46K -141 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$271K -$348 -11 -0.1%
MML Investors Services
14
MML Investors Services
Massachusetts
$268K
PWP
15
Prasad Wealth Partners
Ohio
$246K
MFS
16
Madrona Financial Services
Washington
$214K
IA
17
IFP Advisors
Florida
$213K
FWM
18
Foguth Wealth Management
Michigan
$212K -$184K -5,805 -47%
HighTower Advisors
19
HighTower Advisors
Illinois
$212K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$204K -$24K -757 -11%
FNWA
21
Financial Network Wealth Advisors
Utah
$95.3K
ACM
22
Anfield Capital Management
California
$93.6K
CAL
23
Capital Analysts LLC
Pennsylvania
$80K
UBS Group
24
UBS Group
Switzerland
$48.5K +$29.2K +923 +163%
CAM
25
Creekmur Asset Management
Illinois
$26.9K

JULM Hedge Fund Activity: Q2 2025 in Review

27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) for Q2 2025, worth a combined $10.1M — up 0.56% from $10.1M a quarter earlier.

Fund positioning in JULM was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $337K. The largest seller was TownSquare Capital, exiting entirely with an estimated $541K sold.

  • 27 institutional investors held FT Vest U.S. Equity Max Buffer ETF - July (JULM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $10.1M of FT Vest U.S. Equity Max Buffer ETF - July stock for Q2 2025, up 0.56% quarter-over-quarter.
  • 1 fund opened new FT Vest U.S. Equity Max Buffer ETF - July positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - July buyer in Q2 2025 was Citadel Advisors, an estimated $337K added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - July seller in Q2 2025 was TownSquare Capital, an estimated $541K sold.

Based on aggregated 13F filings for Q2 2025.