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FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL

43 hedge funds and large institutions have $39.1M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

16% more funds holding

Funds holding: 37 → 43 (+6)

14.27% more ownership

Funds ownership: 64.35% → 78.62% (+14%)

12% more capital invested

Capital invested by funds: $34.9M → $39.1M (+$4.18M)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
7
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PGWM
Pitti Group Wealth Management
New York
+$6.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$657K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$641K
4
AF
Allworth Financial
California
+$495K
5
OMC
Old Mission Capital
Illinois
+$409K

Top Sellers

1
BIM
Bullseye Investment Management
Ohio
-$1.71M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.41M
3
BFG
Bouchey Financial Group
New York
-$1.03M
4
SP
Sequent Planning
Nebraska
-$880K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$672K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
26
Signal Advisors Wealth
Michigan
$293K -$88.7K -2,512 -23%
ACA
27
Aptus Capital Advisors
Alabama
$277K – – –
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K – – –
CW
29
CreativeOne Wealth
Kansas
$232K – – –
CWG
30
Crown Wealth Group
North Carolina
$230K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$214K -$116K -3,300 -35%
FPWM
32
FSB Premier Wealth Management
Iowa
$210K – – –
SP
33
Sequent Planning
Nebraska
$209K -$880K -24,932 -81%
IA
34
IFP Advisors
Florida
$208K – – –
PP
35
PFS Partners
New Jersey
$206K – – –
Barclays
36
Barclays
United Kingdom
$198K +$1.45K +41 +0.7%
JP Morgan Chase
37
JP Morgan Chase
New York
$179K +$179K +5,059 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$123K -$988 -28 -0.8%
GWM
39
Geneos Wealth Management
Colorado
$81.6K +$81.2K +2,300 New
CFGS
40
Concourse Financial Group Securities
Alabama
$66.8K – – –
KFI
41
Key Financial Inc
Pennsylvania
$58.5K – – –
AWM
42
AE Wealth Management
Kansas
$18.6K +$18.5K +525 New
DFA
43
DHJJ Financial Advisors
Illinois
$17.8K – – –
BFG
44
Bouchey Financial Group
New York
– -$1.03M -29,603 Closed
CIAS
45
Capital Investment Advisory Services
North Carolina
– -$220K -6,301 Closed
JIP
46
Jaffetilchin Investment Partners
Florida
– -$46.5K -1,332 Closed
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XJUL Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q4 2024, worth a combined $39.1M — up 12% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XJUL positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 14 trimmed.

The largest buyer was Pitti Group Wealth Management, opening a new position worth an estimated $6.3M. The largest seller was Bullseye Investment Management, cutting an estimated $1.71M.

  • 43 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $39.1M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q4 2024, up 12% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q4 2024 was Pitti Group Wealth Management, an estimated $6.3M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q4 2024 was Bullseye Investment Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2024.