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FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL

38 hedge funds and large institutions have $34.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

24% more capital invested

Capital invested by funds: $28.1M → $34.8M (+$6.63M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5.36% more ownership

Funds ownership: 67.32% → 72.68% (+5.4%)

3% more funds holding

Funds holding: 37 → 38 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3M
2
LA
LexAurum Advisors
Kansas
+$2.14M
3
CF
Crosspoint Financial
California
+$2.05M
4
CW
CreativeOne Wealth
Kansas
+$531K
5
BFG
Bouchey Financial Group
New York
+$392K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$1.52M
2
GPWM
Grant Private Wealth Management
California
-$1.11M
3
Osaic Holdings
Osaic Holdings
Arizona
-$499K
4
SAW
Signal Advisors Wealth
Michigan
-$303K
5
UBS Group
UBS Group
Switzerland
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
26
Pitti Group Wealth Management
New York
$263K +$6.3K +167 +3%
ACM
27
Arlington Capital Management
Illinois
$256K +$251K +6,661 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$247K -$37.3K -989 -13%
FPWM
29
FSB Premier Wealth Management
Iowa
$227K – – –
IA
30
IFP Advisors
Florida
$225K – – –
Barclays
31
Barclays
United Kingdom
$199K -$7.74K -205 -4%
AF
32
Allworth Financial
California
$169K -$254K -6,730 -60%
GWM
33
Geneos Wealth Management
Colorado
$127K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$103K -$60.5K -1,602 -37%
DFA
35
DHJJ Financial Advisors
Illinois
$58.3K +$32.8K +868 +133%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$16K +$16.2K +430 New
UBS Group
37
UBS Group
Switzerland
$4.99K -$280K -7,426 -98%
Morgan Stanley
38
Morgan Stanley
New York
$3.53K +$3.47K +92 New
OMC
39
Old Mission Capital
Illinois
– -$1.52M -40,978 Closed
GPWM
40
Grant Private Wealth Management
California
– -$1.11M -30,000 Closed
SAW
41
Signal Advisors Wealth
Michigan
– -$303K -8,160 Closed
CWG
42
Crown Wealth Group
North Carolina
– -$200K -5,385 Closed
AWM
43
Abound Wealth Management
Tennessee
– -$37.2K -1,000 Closed
1
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XJUL Hedge Fund Activity: Q3 2025 in Review

38 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q3 2025, worth a combined $34.8M — up 24% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XJUL positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.52M sold.

  • 38 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $34.8M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q3 2025, up 24% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q3 2025 was Commonwealth Equity Services, an estimated $3M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q3 2025 was Old Mission Capital, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2025.