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FT Vest US Equity Deep Buffer ETF July
DJUL

112 hedge funds and large institutions have $213M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

11% more funds holding

Funds holding: 101 → 112 (+11)

8% more capital invested

Capital invested by funds: $197M → $213M (+$16M)

6.57% more ownership

Funds ownership: 53.83% → 60.4% (+6.6%)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
22
Increased
16
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Foguth Wealth Management
Michigan
+$3.86M
2
SAW
Signal Advisors Wealth
Michigan
+$2.19M
3
SG
StoneX Group
New York
+$1.16M
4
Jane Street
Jane Street
New York
+$1.05M
5
SW
SMART Wealth
Nebraska
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$15.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.07M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.38M
4
AWM
AE Wealth Management
Kansas
-$2.1M
5
SP
Sequent Planning
Nebraska
-$810K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$2.05M -$121K -2,890 -6%
SS
27
Sunbelt Securities
Texas
$1.85M – – –
SW
28
SMART Wealth
Nebraska
$1.74M +$1.03M +24,516 +145%
LPL Financial
29
LPL Financial
California
$1.42M +$143K +3,400 +11%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.19M – – –
SG
31
StoneX Group
New York
$1.16M +$1.16M +27,750 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.16M -$785K -18,717 -40%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.12M -$2.38M -56,859 -68%
FS
34
Ferguson Shapiro
Georgia
$1.07M – – –
Jane Street
35
Jane Street
New York
$1.05M +$1.05M +24,972 New
IF
36
Integrity Financial
Wyoming
$960K +$50.2K +1,197 +6%
CA
37
Claro Advisors
Massachusetts
$955K – – –
SOS
38
Silver Oak Securities
Tennessee
$951K – – –
LCM
39
Lunt Capital Management
Utah
$948K – – –
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$851K – – –
HI
41
Harbour Investments
Wisconsin
$817K -$43.9K -1,048 -5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$810K +$809K +19,292 New
HighTower Advisors
43
HighTower Advisors
Illinois
$791K -$30.5K -728 -4%
IA
44
IFP Advisors
Florida
$782K +$2.52K +60 +0.3%
NA
45
NewEdge Advisors
Louisiana
$698K -$3.27K -78 -0.5%
BFG
46
Beacon Financial Group
Texas
$656K -$260K -6,212 -28%
FFS
47
Founders Financial Securities
Maryland
$624K +$295K +7,042 +90%
AAS
48
Avantax Advisory Services
Texas
$613K -$120K -2,852 -16%
CCFM
49
Clear Creek Financial Management
Washington
$609K -$429K -10,227 -41%
PCG
50
Prosperity Consulting Group
Maryland
$557K -$14.2K -339 -2%
1
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3 4 5

DJUL Hedge Fund Activity: Q4 2024 in Review

112 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2024, worth a combined $213M — up 8.1% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DJUL positions and 8 closed out — a net gain of 14 holders — while 16 added to existing stakes and 39 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $3.86M. The largest seller was Osaic Holdings, cutting an estimated $15.4M.

  • 112 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $213M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2024 and 8 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2024 was Foguth Wealth Management, an estimated $3.86M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2024 was Osaic Holdings, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2024.