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FT Vest US Equity Deep Buffer ETF July

87 hedge funds and large institutions have $193M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.44% less ownership

Funds ownership: 62.95%55.51% (-7.4%)

13% less funds holding

Funds holding: 10087 (-13)

32% less capital invested

Capital invested by funds: $285M → $193M (-$91.9M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

66% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 41

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
9
Increased
14
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.29M -$433K -11,527 -26%
LPL Financial
27
LPL Financial
California
$1.24M +$154K +4,105 +15%
HI
28
Harbour Investments
Wisconsin
$1.19M -$22.4K -596 -2%
CA
29
Claro Advisors
Massachusetts
$1.02M -$59.9K -1,594 -6%
MML Investors Services
30
MML Investors Services
Massachusetts
$936K -$264K -7,022 -22%
EWM
31
EPG Wealth Management
Georgia
$928K
HighTower Advisors
32
HighTower Advisors
Illinois
$914K -$89K -2,368 -9%
IA
33
IFP Advisors
Florida
$864K -$16K -427 -2%
CCFM
34
Clear Creek Financial Management
Washington
$854K -$94.1K -2,504 -10%
NA
35
NewEdge Advisors
Louisiana
$685K +$40.5K +1,079 +6%
TLA
36
Tanglewood Legacy Advisors
Texas
$601K
Citadel Advisors
37
Citadel Advisors
Florida
$590K +$573K +15,246 New
CWS
38
Cypress Wealth Services
California
$587K
OMC
39
Old Mission Capital
Illinois
$576K +$135K +3,602 +32%
PCG
40
Prosperity Consulting Group
Maryland
$567K -$3.98K -106 -0.7%
HAS
41
HBW Advisory Services
California
$505K
MA
42
Mutual Advisors
Nebraska
$457K
Mariner
43
Mariner
Kansas
$450K -$642K -17,080 -59%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$443K
TSS
45
Two Sigma Securities
New York
$435K +$423K +11,257 New
CA
46
Cambridge Advisors
Nebraska
$422K +$52.5K +1,398 +15%
SB
47
Strategic Blueprint
Georgia
$416K -$584K -15,552 -59%
SG
48
StoneX Group
New York
$378K
BCI
49
Brinker Capital Investments
Pennsylvania
$357K -$76.7K -2,041 -18%
OPS
50
Orion Portfolio Solutions
Nebraska
$357K -$76.7K -2,041 -18%

DJUL Hedge Fund Activity: Q1 2024 in Review

87 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q1 2024, worth a combined $193M — down 32% from $285M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of DJUL and 9 opened new positions — a net loss of 13 holders — while 41 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $2.9M. The largest seller was Lifestyle Asset Management, cutting an estimated $30.9M.

  • 87 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q1 2024, down from 100 in Q4 2023.
  • Funds reported $193M of FT Vest US Equity Deep Buffer ETF July stock for Q1 2024, down 32% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q1 2024 and 22 closed out, a net change of -13 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q1 2024 was Jane Street, an estimated $2.9M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q1 2024 was Lifestyle Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2024.