FT Vest U.S. Equity Max Buffer ETF - July
JULM
36 hedge funds and large institutions have $12.8M invested in FT Vest U.S. Equity Max Buffer ETF - July in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
33% more funds holding
Funds holding: 27 → 36 (+9)
26% more capital invested
Capital invested by funds: $10.1M → $12.8M (+$2.67M)
16.87% less ownership
Funds ownership: 62.26% → 45.38% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$781K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$699K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$601K |
| 4 |
IMC Chicago
Chicago,
Illinois
|
+$516K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$503K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.06M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$851K |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$304K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$212K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$204K |
JULM Hedge Fund Activity: Q3 2025 in Review
36 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) for Q3 2025, worth a combined $12.8M — up 26% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JULM positions and 4 closed out — a net gain of 10 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $781K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.06M.
- 36 institutional investors held FT Vest U.S. Equity Max Buffer ETF - July (JULM) as of Q3 2025, up from 27 in Q2 2025.
- Funds reported $12.8M of FT Vest U.S. Equity Max Buffer ETF - July stock for Q3 2025, up 26% quarter-over-quarter.
- 14 funds opened new FT Vest U.S. Equity Max Buffer ETF - July positions in Q3 2025 and 4 closed out, a net change of +10 holders.
- The largest FT Vest U.S. Equity Max Buffer ETF - July buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $781K added.
- The largest FT Vest U.S. Equity Max Buffer ETF - July seller in Q3 2025 was Cambridge Investment Research Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2025.