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FT Vest US Equity Enhance & Moderate Buffer ETF July

37 hedge funds and large institutions have $28.1M invested in FT Vest US Equity Enhance & Moderate Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 4037 (-3)

27.05% less ownership

Funds ownership: 94.37%67.32% (-27%)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

34% less capital invested

Capital invested by funds: $42.6M → $28.1M (-$14.5M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
7
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.08M -$339K -9,480 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.22M -$455K -12,711 -18%
ASN
3
Advisory Services Network
Georgia
$2.19M +$2.1M +58,583 New
KAS
4
Kestra Advisory Services
Texas
$1.88M -$269K -7,526 -13%
OMC
5
Old Mission Capital
Illinois
$1.52M +$287K +8,030 +24%
DI
6
Diligent Investors
California
$1.4M -$44.7K -1,250 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.39M -$3.47M -97,106 -72%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.17M -$4.99M -139,524 -82%
GPWM
9
Grant Private Wealth Management
California
$1.11M +$1.07M +30,000 New
Mariner
10
Mariner
Kansas
$1M
ATPW
11
Ashton Thomas Private Wealth
Arizona
$974K -$12.5K -348 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$873K +$35.2K +985 +4%
LPL Financial
13
LPL Financial
California
$851K +$153K +4,271 +23%
SPIA
14
Steward Partners Investment Advisory
New York
$719K
SOS
15
Silver Oak Securities
Tennessee
$618K -$196K -5,483 -25%
AF
16
Allworth Financial
California
$414K -$90.9K -2,539 -19%
BIM
17
Bullseye Investment Management
Ohio
$368K
CPIG
18
Chicago Partners Investment Group
Illinois
$336K
APW
19
Aurora Private Wealth
New Jersey
$316K -$36 -1 -0%
SAW
20
Signal Advisors Wealth
Michigan
$303K -$3.11K -87 -1%
UBS Group
21
UBS Group
Switzerland
$281K +$228K +6,358 +531%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$276K -$133K -3,715 -33%
ACA
23
Aptus Capital Advisors
Alabama
$266K -$23.3K -650 -8%
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
$266K
PGWM
25
Pitti Group Wealth Management
New York
$248K -$6.25M -174,648 -96%

XJUL Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) for Q2 2025, worth a combined $28.1M — down 34% from $42.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XJUL and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 7 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $2.1M. The largest seller was Pitti Group Wealth Management, cutting an estimated $6.25M.

  • 37 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) as of Q2 2025, down from 40 in Q1 2025.
  • Funds reported $28.1M of FT Vest US Equity Enhance & Moderate Buffer ETF July stock for Q2 2025, down 34% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF July positions in Q2 2025 and 6 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July buyer in Q2 2025 was Advisory Services Network, an estimated $2.1M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF July seller in Q2 2025 was Pitti Group Wealth Management, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2025.