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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGWM
Pitti Group Wealth Management
Victor,
New York
|
+$6.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$657K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$641K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$495K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.71M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.41M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$1.03M |
| 4 |
SP
Sequent Planning
Omaha,
Nebraska
|
-$880K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$672K |
XJUL Hedge Fund Activity: Q4 2024 in Review
43 of the 7,607 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.