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FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL

35 hedge funds and large institutions have $34.4M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.38% more ownership

Funds ownership: 61.29% → 67.67% (+6.4%)

3% less funds holding

Funds holding: 36 → 35 (-1)

5% less capital invested

Capital invested by funds: $36.4M → $34.4M (-$1.95M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.56M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$421K
3
OMC
Old Mission Capital
Illinois
+$244K
4
SPC
Sigma Planning Corp
Michigan
+$220K
5
CW
CreativeOne Wealth
Kansas
+$214K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.68M
2
CAN
Cetera Advisor Networks
California
-$923K
3
KAS
Kestra Advisory Services
Texas
-$769K
4
Osaic Holdings
Osaic Holdings
Arizona
-$755K
5
MML Investors Services
MML Investors Services
Massachusetts
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$224K +$220K +6,739 New
CWG
27
Crown Wealth Group
North Carolina
$218K – – –
CW
28
CreativeOne Wealth
Kansas
$217K +$214K +6,536 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$118K -$490 -15 -0.4%
HI
30
Harbour Investments
Wisconsin
$63.5K – – –
CIAS
31
Capital Investment Advisory Services
North Carolina
$59.4K – – –
KFI
32
Key Financial Inc
Pennsylvania
$54.9K +$53.9K +1,650 New
CFGS
33
Concourse Financial Group Securities
Alabama
$41.4K -$2.03K -62 -5%
UBS Group
34
UBS Group
Switzerland
$33.2K +$32.6K +999 New
DFA
35
DHJJ Financial Advisors
Illinois
$13K – – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
– -$2.68M -83,473 Closed
MML Investors Services
37
MML Investors Services
Massachusetts
– -$334K -10,404 Closed
GSAM
38
Grant Street Asset Management
Pennsylvania
– -$225K -7,025 Closed
RIA
39
Regal Investment Advisors
Michigan
– -$205K -6,384 Closed
ACM
40
Arlington Capital Management
Illinois
– -$203K -6,335 Closed
PP
41
PFS Partners
New Jersey
– -$71K -2,214 Closed
ASN
42
Advisory Services Network
Georgia
– -$22.9K -713 Closed
1
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XJUL Hedge Fund Activity: Q1 2024 in Review

35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q1 2024, worth a combined $34.4M — down 5.4% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XJUL and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.56M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $2.68M sold.

  • 35 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $34.4M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q1 2024 was Jane Street, an estimated $1.56M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q1 2024 was Janney Montgomery Scott, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2024.