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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
Osaic Holdings
1
Osaic Holdings
Arizona
$6.51M +$1.84M +53,741 +41%
KAS
2
Kestra Advisory Services
Texas
$5.34M +$3.32M +97,069 +174%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.62M -$2.19M -64,141 -38%
BIM
4
Bullseye Investment Management
Ohio
$2.07M +$85.4K +2,500 +4%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.83M +$1.79M +52,354 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.44M +$360K +10,529 +34%
DI
7
Diligent Investors
California
$1.38M +$400K +11,700 +42%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.3M +$307K +8,986 +32%
SP
9
Sequent Planning
Nebraska
$1.08M +$1.05M +30,825 New
BFG
10
Bouchey Financial Group
New York
$1.03M +$364K +10,645 +56%
Mariner
11
Mariner
Kansas
$944K +$228K +6,667 +33%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$926K +$906K +26,495 New
Jane Street
13
Jane Street
New York
$866K +$847K +24,783 New
SOS
14
Silver Oak Securities
Tennessee
$735K +$84.4K +2,469 +13%
SPIA
15
Steward Partners Investment Advisory
New York
$720K -$42.7K -1,250 -6%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$443K -$165K -4,827 -28%
C
17
CEDRUS
Colorado
$380K +$371K +10,867 New
SAW
18
Signal Advisors Wealth
Michigan
$376K +$368K +10,759 New
APW
19
Aurora Private Wealth
New Jersey
$375K +$77.9K +2,279 +27%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$326K +$319K +9,333 New
CPIG
21
Chicago Partners Investment Group
Illinois
$314K – – –
FWM
22
Foguth Wealth Management
Michigan
$287K +$282K +8,247 New
LPL Financial
23
LPL Financial
California
$278K +$30.6K +895 +13%
ACA
24
Aptus Capital Advisors
Alabama
$273K – – –
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K – – –
1
2

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.