FT Vest US Equity Deep Buffer ETF July
DJUL
53 hedge funds and large institutions have $64.3M invested in FT Vest US Equity Deep Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
19% more capital invested
Capital invested by funds: $54M → $64.3M (+$10.2M)
9.12% more ownership
Funds ownership: 36.17% → 45.29% (+9.1%)
6% more funds holding
Funds holding: 50 → 53 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.54M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.32M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.44M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.02M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$509K |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$435K |
| 3 |
EWM
Echo Wealth Management
Plymouth,
Minnesota
|
-$363K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$322K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
51
SOA Wealth Advisors
New York
| $10.2K | – | – | – |
|
|
CSPIA
52
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $3.23K | – | – | – |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.1K | – | – | – |
|
|
EWM
54
Echo Wealth Management
Plymouth,
Minnesota
| – | -$363K | -11,479 | Closed |
|
|
BRWA
55
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$270K | -8,750 | Closed |
|
|
MCC
56
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$36.5K | -1,182 | Closed |
|
57
Rockefeller Capital Management
New York
| – | -$23K | -750 | Closed |
|
|
AWM
58
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$3.12K | -100 | Closed |
|
DJUL Hedge Fund Activity: Q1 2023 in Review
53 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q1 2023, worth a combined $64.3M — up 19% from $54M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DJUL positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 15 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $4.54M. The largest seller was SMART Wealth, cutting an estimated $509K.
- 53 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $64.3M of FT Vest US Equity Deep Buffer ETF July stock for Q1 2023, up 19% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q1 2023 and 5 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Deep Buffer ETF July buyer in Q1 2023 was Brookstone Capital Management, an estimated $4.54M added.
- The largest FT Vest US Equity Deep Buffer ETF July seller in Q1 2023 was SMART Wealth, an estimated $509K sold.
Based on aggregated 13F filings for Q1 2023.