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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
CF
51
Centaurus Financial
California
$319K +$6.86K +176 +2%
ASN
52
Advisory Services Network
Georgia
$295K +$288K +7,405 New
SP
53
Sequent Planning
Nebraska
$286K
MWM
54
Meridian Wealth Management
Kentucky
$273K +$268K +6,870 New
BTWM
55
Brass Tax Wealth Management
Ohio
$266K -$2.92K -75 -1%
ACMA
56
Arbor Capital Management (Alaska)
Alaska
$257K
FCA
57
FinTrust Capital Advisors
South Carolina
$255K
BCI
58
Brinker Capital Investments
Pennsylvania
$250K -$115K -2,949 -32%
OPS
59
Orion Portfolio Solutions
Nebraska
$250K -$115K -2,949 -32%
CFGS
60
Concourse Financial Group Securities
Alabama
$250K
BRWA
61
B. Riley Wealth Advisors
Florida
$247K +$4.17K +107 +2%
CA
62
Cambridge Advisors
Nebraska
$241K -$189K -4,850 -45%
IA
63
Inspire Advisors
Idaho
$227K
EFS
64
Essex Financial Services
Connecticut
$203K -$59.4K -1,525 -23%
TWP
65
Triad Wealth Partners
Kansas
$96.2K +$94.1K +2,417 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$51K
MIM
67
MTM Investment Management
South Carolina
$39.8K
CA
68
CoreCap Advisors
Michigan
$37.4K -$195 -5 -0.5%
NS
69
NBC Securities
Alabama
$35K
GEA
70
Glen Eagle Advisors
New Jersey
$27.9K
CFD
71
Creative Financial Designs
Indiana
$27.1K
SPIA
72
Steward Partners Investment Advisory
New York
$23.8K
WIA
73
Wetzel Investment Advisors
Indiana
$19.8K
UBS Group
74
UBS Group
Switzerland
$15.9K -$103K -2,642 -87%
LFG
75
Larson Financial Group
Missouri
$14.2K

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.