FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
36 hedge funds and large institutions have $36.4M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $27.8M → $36.4M (+$8.6M)
20% more funds holding
Funds holding: 30 → 36 (+6)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3.7% more ownership
Funds ownership: 57.58% → 61.29% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$2.53M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$869K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$802K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$556K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$271K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$230K |
| 3 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$107K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$54.5K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$47.5K |
XJUL Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q4 2023, worth a combined $36.4M — up 31% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XJUL positions and 4 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Bullseye Investment Management, opening a new position worth an estimated $2.53M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $271K sold.
- 36 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $36.4M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q4 2023, up 31% quarter-over-quarter.
- 10 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q4 2023 and 4 closed out, a net change of +6 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q4 2023 was Bullseye Investment Management, an estimated $2.53M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q4 2023 was First Heartland Consultants, an estimated $271K sold.
Based on aggregated 13F filings for Q4 2023.