FT Vest US Equity Deep Buffer ETF July
DJUL
32 hedge funds and large institutions have $20M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
22.3% more ownership
Funds ownership: 96.12% → 118.42% (+22%)
13% more capital invested
Capital invested by funds: $17.7M → $20M (+$2.33M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.05M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.24M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$690K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$384K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$584K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$421K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$376K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $21.5K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | +$22.3K | +700 | New |
|
|
HWA
28
HHM Wealth Advisors
Chattanooga,
Tennessee
| $19K | – | – | – |
|
|
CAAS
29
Capital Asset Advisory Services
Williamston,
Michigan
| $9K | – | – | – |
|
|
IF
30
Integrity Financial
Cheyenne,
Wyoming
| $5K | – | – | – |
|
|
MCC
31
Money Concepts Capital
Palm Beach Gardens,
Florida
| $5K | – | – | – |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | +$2.73K | +86 | New |
|
|
USCWA
33
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$1.67M | -49,986 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$1.18M | -35,205 | Closed |
|
|
SOS
35
Silver Oak Securities
Jackson,
Tennessee
| – | -$376K | -11,300 | Closed |
|
|
AWS
36
Atria Wealth Solutions
New York
| – | -$353K | -10,282 | Closed |
|
DJUL Hedge Fund Activity: Q2 2022 in Review
32 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q2 2022, worth a combined $20M — up 13% from $17.7M a quarter earlier.
Fund positioning in DJUL was balanced in Q2 2022: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 8 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.05M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $1.67M sold.
- 32 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q2 2022, down from 33 in Q1 2022.
- Funds reported $20M of FT Vest US Equity Deep Buffer ETF July stock for Q2 2022, up 13% quarter-over-quarter.
- 5 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q2 2022 and 5 closed out, a net change of 0 holders.
- The largest FT Vest US Equity Deep Buffer ETF July buyer in Q2 2022 was AE Wealth Management, an estimated $6.05M added.
- The largest FT Vest US Equity Deep Buffer ETF July seller in Q2 2022 was U.S. Capital Wealth Advisors, an estimated $1.67M sold.
Based on aggregated 13F filings for Q2 2022.