FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
28 hedge funds and large institutions have $24.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 7 closing their positions.
7.15% more ownership
Funds ownership: 67.67% → 74.82% (+7.1%)
20% less funds holding
Funds holding: 35 → 28 (-7)
28% less capital invested
Capital invested by funds: $34.4M → $24.8M (-$9.6M)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
82% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$497K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$374K |
| 3 |
LPL Financial
San Diego,
California
|
+$236K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$61.5K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$33.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.77M |
| 2 |
Jane Street
New York
|
-$1.59M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$781K |
| 4 |
CPA
Clear Point Advisors
Melville,
New York
|
-$765K |
| 5 |
PPWM
Perissos Private Wealth Management
Bethany,
Oklahoma
|
-$687K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $41.8K | -$402 | -12 | -1% |
|
27
UBS Group
Zurich,
Switzerland
| $31.9K | -$1.94K | -58 | -6% |
|
|
DFA
28
DHJJ Financial Advisors
Naperville,
Illinois
| $13.2K | – | – | – |
|
|
SI
29
Stephens Inc
Little Rock,
Arkansas
| – | -$2.77M | -83,208 | Closed |
|
|
30
Jane Street
New York
| – | -$1.59M | -47,851 | Closed |
|
|
CPA
31
Clear Point Advisors
Melville,
New York
| – | -$765K | -23,000 | Closed |
|
32
Truist Financial
Charlotte,
North Carolina
| – | -$413K | -12,429 | Closed |
|
|
SPC
33
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$224K | -6,739 | Closed |
|
|
CW
34
CreativeOne Wealth
Overland Park,
Kansas
| – | -$217K | -6,536 | Closed |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| – | -$63.5K | -1,910 | Closed |
|
XJUL Hedge Fund Activity: Q2 2024 in Review
28 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q2 2024, worth a combined $24.8M — down 28% from $34.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of XJUL and 2 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 3 added.
The largest buyer was Old Mission Capital, adding an estimated $497K. The largest seller was Stephens Inc, exiting entirely with an estimated $2.77M sold.
- 28 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q2 2024, down from 35 in Q1 2024.
- Funds reported $24.8M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q2 2024, down 28% quarter-over-quarter.
- 2 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q2 2024 and 7 closed out, a net change of -5 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q2 2024 was Old Mission Capital, an estimated $497K added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q2 2024 was Stephens Inc, an estimated $2.77M sold.
Based on aggregated 13F filings for Q2 2024.