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FT Vest US Equity Deep Buffer ETF July

79 hedge funds and large institutions have $121M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less ownership

Funds ownership: 55.51%47.5% (-8%)

9% less funds holding

Funds holding: 8779 (-8)

37% less capital invested

Capital invested by funds: $193M → $121M (-$71.4M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

73% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 41

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
11
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Claro Advisors
Massachusetts
$901K -$146K -3,741 -14%
IA
27
IFP Advisors
Florida
$888K -$39 -1 -0%
PWPS
28
Pinnacle Wealth Planning Services
Ohio
$879K -$615K -15,800 -42%
MML Investors Services
29
MML Investors Services
Massachusetts
$806K -$153K -3,935 -16%
CCFM
30
Clear Creek Financial Management
Washington
$794K -$83.3K -2,139 -10%
NA
31
NewEdge Advisors
Louisiana
$665K -$39K -1,001 -6%
CWS
32
Cypress Wealth Services
California
$603K
EWM
33
EPG Wealth Management
Georgia
$549K -$935K -24,000 Closed
SW
34
SMART Wealth
Nebraska
$506K +$263K +6,743 +113%
PCG
35
Prosperity Consulting Group
Maryland
$503K -$78.6K -2,019 -14%
MA
36
Mutual Advisors
Nebraska
$481K +$9.74K +250 +2%
OMC
37
Old Mission Capital
Illinois
$456K -$133K -3,426 -23%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$456K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$455K +$153K +3,922 +52%
Mariner
40
Mariner
Kansas
$446K -$16.6K -425 -4%
TLA
41
Tanglewood Legacy Advisors
Texas
$438K -$176K -4,526 -29%
SB
42
Strategic Blueprint
Georgia
$428K
SG
43
StoneX Group
New York
$389K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$361K +$354K +9,078 New
KWS
45
Keystone Wealth Services
California
$360K
BFG
46
Bouchey Financial Group
New York
$354K -$16.7M -429,428 -98%
LI
47
LVZ Inc
Michigan
$344K +$5.84K +150 +2%
SI
48
Stephens Inc
Arkansas
$342K
IF
49
Integrity Financial
Wyoming
$337K -$4.05K -104 -1%
NFG
50
Nations Financial Group
Iowa
$321K

DJUL Hedge Fund Activity: Q2 2024 in Review

79 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q2 2024, worth a combined $121M — down 37% from $193M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DJUL and 5 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 11 added.

The largest buyer was Commonwealth Financial Services, adding an estimated $971K. The largest seller was Ogorek Anthony Joseph, cutting an estimated $22.4M.

  • 79 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q2 2024, down from 87 in Q1 2024.
  • Funds reported $121M of FT Vest US Equity Deep Buffer ETF July stock for Q2 2024, down 37% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q2 2024 and 10 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q2 2024 was Commonwealth Financial Services, an estimated $971K added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q2 2024 was Ogorek Anthony Joseph, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2024.