FT Vest US Equity Deep Buffer ETF July
DJUL
33 hedge funds and large institutions have $17.7M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
0% more funds holding
Funds holding: 33 → 33 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
4.1% less ownership
Funds ownership: 100.22% → 96.12% (-4.1%)
7% less capital invested
Capital invested by funds: $18.9M → $17.7M (-$1.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$851K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$556K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$313K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.61M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.03M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$423K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$221K |
| 5 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $25K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $23.4K | – | – | – |
|
|
HWA
28
HHM Wealth Advisors
Chattanooga,
Tennessee
| $20K | – | – | – |
|
|
CAAS
29
Capital Asset Advisory Services
Williamston,
Michigan
| $10K | – | – | – |
|
|
SAM
30
Strategic Asset Management
Rochester,
Minnesota
| $8K | – | – | – |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| $6K | +$5.52K | +167 | New |
|
|
IF
32
Integrity Financial
Cheyenne,
Wyoming
| $5K | – | – | – |
|
|
WP
33
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.61M | -48,445 | Closed |
|
|
IWC
34
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$1.03M | -30,693 | Closed |
|
|
AWM
35
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$423K | -12,550 | Closed |
|
|
MA
36
Mutual Advisors
Omaha,
Nebraska
| – | -$221K | -6,560 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$33.5K | -1,013 | -100% |
|
|
CFCI
38
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$24K | -750 | Closed |
|
DJUL Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q1 2022, worth a combined $17.7M — down 6.7% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DJUL positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.29M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $1.61M sold.
- 33 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $17.7M of FT Vest US Equity Deep Buffer ETF July stock for Q1 2022, down 6.7% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of +2 holders.
- The largest FT Vest US Equity Deep Buffer ETF July buyer in Q1 2022 was Old Mission Capital, an estimated $1.29M added.
- The largest FT Vest US Equity Deep Buffer ETF July seller in Q1 2022 was WealthPLAN Partners, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2022.