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FT Vest US Equity Enhance & Moderate Buffer ETF July

40 hedge funds and large institutions have $42.6M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.76% more ownership

Funds ownership: 78.62%94.37% (+16%)

9% more capital invested

Capital invested by funds: $39.1M → $42.6M (+$3.59M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

7% less funds holding

Funds holding: 4340 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Aptus Capital Advisors
Alabama
$276K
HIM
27
Hanlon Investment Management
New Jersey
$256K +$258K +7,239 New
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$253K
MML Investors Services
29
MML Investors Services
Massachusetts
$231K -$1.42M -39,885 -86%
FPWM
30
FSB Premier Wealth Management
Iowa
$209K
IA
31
IFP Advisors
Florida
$207K
SP
32
Sequent Planning
Nebraska
$205K -$2.96K -83 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$200K -$13.1K -367 -6%
PP
34
PFS Partners
New Jersey
$195K -$10.5K -293 -5%
GWM
35
Geneos Wealth Management
Colorado
$191K +$111K +3,100 +135%
Barclays
36
Barclays
United Kingdom
$172K -$25.6K -718 -13%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$122K -$179 -5 -0.1%
JP Morgan Chase
38
JP Morgan Chase
New York
$114K -$65.4K -1,832 -36%
UBS Group
39
UBS Group
Switzerland
$42.3K +$42.8K +1,198 New
DFA
40
DHJJ Financial Advisors
Illinois
$23K +$5.36K +150 +30%
Jane Street
41
Jane Street
New York
-$984K -27,732 Closed
AAP
42
Arax Advisory Partners
Colorado
-$385K -10,867 Closed
CWG
43
Crown Wealth Group
North Carolina
-$230K -6,485 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
-$66.8K -1,859 Closed
KFI
45
Key Financial Inc
Pennsylvania
-$58.5K -1,650 Closed
AWM
46
AE Wealth Management
Kansas
-$18.6K -525 Closed

XJUL Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q1 2025, worth a combined $42.6M — up 9.2% from $39.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XJUL and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Envestnet Asset Management, adding an estimated $4.74M. The largest seller was Kestra Advisory Services, cutting an estimated $3.23M.

  • 40 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q1 2025, down from 43 in Q4 2024.
  • Funds reported $42.6M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q1 2025, up 9.2% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.74M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q1 2025 was Kestra Advisory Services, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2025.