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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
7
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PGWM
Pitti Group Wealth Management
New York
+$6.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$657K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$641K
4
AF
Allworth Financial
California
+$495K
5
OMC
Old Mission Capital
Illinois
+$409K

Top Sellers

1
BIM
Bullseye Investment Management
Ohio
-$1.71M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.41M
3
BFG
Bouchey Financial Group
New York
-$1.03M
4
SP
Sequent Planning
Nebraska
-$880K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$672K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1
Pitti Group Wealth Management
New York
$6.33M +$6.3M +178,544 New
KAS
2
Kestra Advisory Services
Texas
$5.27M -$154K -4,366 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.19M -$1.41M -39,868 -21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3M -$672K -19,030 -18%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.65M -$209K -5,929 -11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.42M -$44K -1,247 -3%
DI
7
Diligent Investors
California
$1.38M -$17.6K -500 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.36M +$45.4K +1,286 +3%
GW
9
Griffith & Werner
Georgia
$1.06M +$1.06M +30,000 New
Jane Street
10
Jane Street
New York
$984K +$104K +2,949 +12%
Mariner
11
Mariner
Kansas
$958K – – –
ATPW
12
Ashton Thomas Private Wealth
Arizona
$942K +$2.26K +64 +0.2%
SOS
13
Silver Oak Securities
Tennessee
$745K -$2.65K -75 -0.4%
SPIA
14
Steward Partners Investment Advisory
New York
$695K -$35.3K -1,000 -5%
Citadel Advisors
15
Citadel Advisors
Florida
$660K +$657K +18,619 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$644K +$641K +18,159 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$552K +$101K +2,867 +23%
AF
18
Allworth Financial
California
$504K +$495K +14,022 New
LPL Financial
19
LPL Financial
California
$473K +$190K +5,381 +68%
OMC
20
Old Mission Capital
Illinois
$411K +$409K +11,599 New
FWM
21
Foguth Wealth Management
Michigan
$389K +$90.4K +2,562 +31%
AAP
22
Arax Advisory Partners
Colorado
$385K +$384K +10,867 New
BIM
23
Bullseye Investment Management
Ohio
$348K -$1.71M -48,511 -83%
CPIG
24
Chicago Partners Investment Group
Illinois
$319K – – –
APW
25
Aurora Private Wealth
New Jersey
$301K -$79K -2,239 -21%
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XJUL Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 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.