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FT Vest US Equity Deep Buffer ETF July

50 hedge funds and large institutions have $54M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $39.3M → $54M (+$14.7M)

22% more funds holding

Funds holding: 4150 (+9)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

204.27% less ownership

Funds ownership: 240.44%36.17% (-204%)

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
-$1.27M -42,703 Closed
SCA
52
Sage Capital Advisors
South Dakota
-$592K -19,968 Closed
GM
53
GeoWealth Management
Illinois
-$547K -18,443 Closed
KAS
54
Kestra Advisory Services
Texas
-$200K -6,752 Closed

DJUL Hedge Fund Activity: Q4 2022 in Review

50 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2022, worth a combined $54M — up 37% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DJUL positions and 4 closed out — a net gain of 11 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $9.35M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $8.55M.

  • 50 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $54M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2022, up 37% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2022 and 4 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2022 was HighTower Advisors, an estimated $9.35M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $8.55M sold.

Based on aggregated 13F filings for Q4 2022.