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FT Vest US Equity Deep Buffer ETF July
DJUL

101 hedge funds and large institutions have $197M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

62% more capital invested

Capital invested by funds: $121M → $197M (+$75.8M)

28% more funds holding

Funds holding: 79 → 101 (+22)

6.33% more ownership

Funds ownership: 47.5% → 53.83% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
101
Holders Change
+22
Holders Change %
+27.85%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
41
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$11.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.63M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.4M
4
RJA
Raymond James & Associates
Florida
+$6.14M
5
Truist Financial
Truist Financial
North Carolina
+$5.17M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$6.31M
2
Jane Street
Jane Street
New York
-$1.56M
3
HF
HRT Financial
New York
-$1.06M
4
CWS
Cypress Wealth Services
California
-$603K
5
SMG
Smart Money Group
Texas
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.18M +$683K +16,978 +148%
FS
27
Ferguson Shapiro
Georgia
$1.05M +$1.02M +25,413 New
CCFM
28
Clear Creek Financial Management
Washington
$1.02M +$193K +4,795 +24%
CA
29
Claro Advisors
Massachusetts
$942K +$4.02K +100 +0.4%
LCM
30
Lunt Capital Management
Utah
$935K +$908K +22,576 New
SOS
31
Silver Oak Securities
Tennessee
$932K +$908K +22,576 New
BFG
32
Beacon Financial Group
Texas
$904K +$878K +21,836 New
IF
33
Integrity Financial
Wyoming
$898K +$532K +13,221 +156%
HI
34
Harbour Investments
Wisconsin
$849K -$411K -10,221 -33%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$839K -$73.8K -1,835 -8%
SP
36
Sequent Planning
Nebraska
$810K +$498K +12,373 +172%
HighTower Advisors
37
HighTower Advisors
Illinois
$810K -$149K -3,712 -16%
IA
38
IFP Advisors
Florida
$769K -$151K -3,756 -17%
Citadel Advisors
39
Citadel Advisors
Florida
$741K +$720K +17,892 New
AAS
40
Avantax Advisory Services
Texas
$723K -$245K -6,096 -26%
SW
41
SMART Wealth
Nebraska
$700K +$169K +4,200 +33%
NA
42
NewEdge Advisors
Louisiana
$692K – – –
FCA
43
FinTrust Capital Advisors
South Carolina
$689K +$412K +10,250 +160%
FHC
44
First Heartland Consultants
Missouri
$658K -$6.31M -156,992 -91%
MA
45
Mutual Advisors
Nebraska
$584K +$80K +1,989 +16%
PCG
46
Prosperity Consulting Group
Maryland
$563K +$38.4K +956 +8%
EWM
47
EPG Wealth Management
Georgia
$538K +$523K +13,000 New
SB
48
Strategic Blueprint
Georgia
$522K +$74.2K +1,846 +17%
Mariner
49
Mariner
Kansas
$464K +$322 +8 +0.1%
SAMC
50
Spectrum Asset Management (California)
California
$454K +$441K +10,970 New
1
2
3 4 5

DJUL Hedge Fund Activity: Q3 2024 in Review

101 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q3 2024, worth a combined $197M — up 62% from $121M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DJUL positions and 9 closed out — a net gain of 23 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $11.1M. The largest seller was First Heartland Consultants, cutting an estimated $6.31M.

  • 101 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q3 2024, up from 79 in Q2 2024.
  • Funds reported $197M of FT Vest US Equity Deep Buffer ETF July stock for Q3 2024, up 62% quarter-over-quarter.
  • 32 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q3 2024 and 9 closed out, a net change of +23 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q3 2024 was Osaic Holdings, an estimated $11.1M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q3 2024 was First Heartland Consultants, an estimated $6.31M sold.

Based on aggregated 13F filings for Q3 2024.