FT Vest US Equity Deep Buffer ETF July
DJUL
100 hedge funds and large institutions have $285M invested in FT Vest US Equity Deep Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 7 closing their positions.
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
31% more capital invested
Capital invested by funds: $218M → $285M (+$67M)
22% more funds holding
Funds holding: 82 → 100 (+18)
6.34% less ownership
Funds ownership: 69.29% → 62.95% (-6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$39.5M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
+$18.9M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$15.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.76M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$23.4M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$23M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.1M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.55M |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$2.21M |
DJUL Hedge Fund Activity: Q4 2023 in Review
100 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2023, worth a combined $285M — up 31% from $218M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DJUL positions and 7 closed out — a net gain of 19 holders — while 38 added to existing stakes and 20 trimmed.
The largest buyer was Ogorek Anthony Joseph, adding an estimated $39.5M. The largest seller was Milestone Asset Management, exiting entirely with an estimated $23.4M sold.
- 100 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2023, up from 82 in Q3 2023.
- Funds reported $285M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2023, up 31% quarter-over-quarter.
- 26 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2023 and 7 closed out, a net change of +19 holders.
- The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2023 was Ogorek Anthony Joseph, an estimated $39.5M added.
- The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2023 was Milestone Asset Management, an estimated $23.4M sold.
Based on aggregated 13F filings for Q4 2023.