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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
TLA
51
Tanglewood Legacy Advisors
Texas
$429K -$26.1K -650 -6%
TC
52
TownSquare Capital
Utah
$427K +$415K +10,308 New
CFCI
53
Comprehensive Financial Consultants Institutional
Indiana
$416K +$404K +10,048 New
CAC
54
Certified Advisory Corp
Florida
$414K +$402K +10,000 New
BFG
55
Bouchey Financial Group
New York
$414K +$43.8K +1,090 +12%
SWM
56
Schwallier Wealth Management
Michigan
$395K +$383K +9,530 New
NS
57
NBC Securities
Alabama
$392K +$345K +8,583 +962%
KWS
58
Keystone Wealth Services
California
$373K -$1.37K -34 -0.4%
LI
59
LVZ Inc
Michigan
$358K – – –
SI
60
Stephens Inc
Arkansas
$356K – – –
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$342K +$74.6K +1,856 +29%
CF
62
Centaurus Financial
California
$330K -$2.01K -50 -0.6%
FFS
63
Founders Financial Securities
Maryland
$324K +$314K +7,813 New
AWS
64
Atria Wealth Solutions
New York
$312K +$303K +7,546 New
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$312K +$303K +7,546 New
ASN
66
Advisory Services Network
Georgia
$295K – – –
BCI
67
Brinker Capital Investments
Pennsylvania
$282K +$21.5K +534 +8%
OPS
68
Orion Portfolio Solutions
Nebraska
$282K +$21.5K +534 +8%
BTWM
69
Brass Tax Wealth Management
Ohio
$276K – – –
CW
70
CreativeOne Wealth
Kansas
$273K +$265K +6,582 New
MAG
71
Mayfair Advisory Group
Alabama
$264K +$257K +6,401 New
CFGS
72
Concourse Financial Group Securities
Alabama
$260K – – –
NFG
73
Nations Financial Group
Iowa
$258K -$73.4K -1,825 -23%
BRWA
74
B. Riley Wealth Advisors
Florida
$256K – – –
JSA
75
Jim Saulnier & Associates
Colorado
$254K +$247K +6,131 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.