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FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL

35 hedge funds and large institutions have $34.4M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.38% more ownership

Funds ownership: 61.29% → 67.67% (+6.4%)

3% less funds holding

Funds holding: 36 → 35 (-1)

5% less capital invested

Capital invested by funds: $36.4M → $34.4M (-$1.95M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.56M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$421K
3
OMC
Old Mission Capital
Illinois
+$244K
4
SPC
Sigma Planning Corp
Michigan
+$220K
5
CW
CreativeOne Wealth
Kansas
+$214K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.68M
2
CAN
Cetera Advisor Networks
California
-$923K
3
KAS
Kestra Advisory Services
Texas
-$769K
4
Osaic Holdings
Osaic Holdings
Arizona
-$755K
5
MML Investors Services
MML Investors Services
Massachusetts
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.81M -$141K -4,327 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.06M -$755K -23,098 -13%
SI
3
Stephens Inc
Arkansas
$2.77M -$272K -8,311 -9%
BIM
4
Bullseye Investment Management
Ohio
$2.63M -$88.4K -2,704 -3%
KAS
5
Kestra Advisory Services
Texas
$2.32M -$769K -23,545 -25%
Jane Street
6
Jane Street
New York
$1.59M +$1.56M +47,851 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.3M +$29.4K +899 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.29M +$421K +12,877 +49%
OMC
9
Old Mission Capital
Illinois
$1.11M +$244K +7,455 +29%
PPWM
10
Perissos Private Wealth Management
Oklahoma
$1M +$985K +30,138 New
DI
11
Diligent Investors
California
$887K – – –
SOS
12
Silver Oak Securities
Tennessee
$870K -$58.3K -1,784 -6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$820K -$190K -5,811 -19%
CPA
14
Clear Point Advisors
New York
$765K – – –
SPIA
15
Steward Partners Investment Advisory
New York
$727K -$73.5K -2,250 -9%
Mariner
16
Mariner
Kansas
$699K – – –
CAN
17
Cetera Advisor Networks
California
$696K -$923K -28,250 -57%
BFG
18
Bouchey Financial Group
New York
$632K +$8.3K +254 +1%
CA
19
Cetera Advisors
Colorado
$534K +$19.1K +585 +4%
Truist Financial
20
Truist Financial
North Carolina
$413K -$16.7K -512 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$371K +$67.8K +2,076 +23%
CPIG
22
Chicago Partners Investment Group
Illinois
$306K – – –
APW
23
Aurora Private Wealth
New Jersey
$285K – – –
ACA
24
Aptus Capital Advisors
Alabama
$260K +$21.2K +650 +9%
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$238K – – –
1
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XJUL Hedge Fund Activity: Q1 2024 in Review

35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q1 2024, worth a combined $34.4M — down 5.4% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XJUL and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.56M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $2.68M sold.

  • 35 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q1 2024, down from 36 in Q4 2023.
  • Funds reported $34.4M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q1 2024 was Jane Street, an estimated $1.56M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q1 2024 was Janney Montgomery Scott, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2024.