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FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL

37 hedge funds and large institutions have $34.9M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

40% more capital invested

Capital invested by funds: $24.8M → $34.9M (+$10M)

32% more funds holding

Funds holding: 28 → 37 (+9)

10.46% less ownership

Funds ownership: 74.82% → 64.35% (-10%)

Holders
37
Holders Change
+9
Holders Change %
+32.14%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
14
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$3.32M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.84M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.79M
4
SP
Sequent Planning
Nebraska
+$1.05M
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$906K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.19M
2
OMC
Old Mission Capital
Illinois
-$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$755K
4
PPWM
Perissos Private Wealth Management
Oklahoma
-$325K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$228K +$223K +6,536 New
CWG
27
Crown Wealth Group
North Carolina
$227K – – –
CIAS
28
Capital Investment Advisory Services
North Carolina
$220K +$154K +4,514 +253%
FPWM
29
FSB Premier Wealth Management
Iowa
$207K +$203K +5,927 New
IA
30
IFP Advisors
Florida
$205K +$200K +5,858 New
PP
31
PFS Partners
New Jersey
$203K +$199K +5,817 New
Barclays
32
Barclays
United Kingdom
$194K +$190K +5,547 New
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$122K -$103 -3 -0.1%
CFGS
34
Concourse Financial Group Securities
Alabama
$64.9K +$21.4K +625 +51%
KFI
35
Key Financial Inc
Pennsylvania
$57.6K – – –
JIP
36
Jaffetilchin Investment Partners
Florida
$46.5K +$45.5K +1,332 New
DFA
37
DHJJ Financial Advisors
Illinois
$17.5K +$3.76K +110 +28%
OMC
38
Old Mission Capital
Illinois
– -$1.63M -48,220 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$755K -22,309 Closed
PPWM
40
Perissos Private Wealth Management
Oklahoma
– -$325K -9,613 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– -$62K -1,836 Closed
UBS Group
42
UBS Group
Switzerland
– -$31.9K -941 Closed
1
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XJUL Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q3 2024, worth a combined $34.9M — up 40% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XJUL positions and 5 closed out — a net gain of 9 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.32M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.19M.

  • 37 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q3 2024, up from 28 in Q2 2024.
  • Funds reported $34.9M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q3 2024, up 40% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q3 2024 and 5 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q3 2024 was Kestra Advisory Services, an estimated $3.32M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q3 2024 was Commonwealth Equity Services, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2024.