FT Vest US Equity Deep Buffer ETF July
DJUL
82 hedge funds and large institutions have $218M invested in FT Vest US Equity Deep Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 6 closing their positions.
568% more capital invested
Capital invested by funds: $32.6M → $218M (+$185M)
550% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 6
271% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 7
67% more funds holding
Funds holding: 49 → 82 (+33)
40.64% more ownership
Funds ownership: 28.65% → 69.29% (+41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.5M |
| 2 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
+$27.3M |
| 3 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$23.9M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$23.5M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$715K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$352K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$312K |
| 4 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
-$259K |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
AlphaMark Advisors
Ft. Wright,
Kentucky
| $25K | +$26.1K | +750 | New |
|
|
GEA
77
Glen Eagle Advisors
Kingston,
New Jersey
| $23.8K | – | – | – |
|
|
CFD
78
Creative Financial Designs
Kokomo,
Indiana
| $23.1K | – | – | – |
|
|
HWA
79
HHM Wealth Advisors
Chattanooga,
Tennessee
| $20.6K | – | – | – |
|
|
SPIA
80
Steward Partners Investment Advisory
New York
| $20.3K | -$4.31K | -124 | -17% |
|
|
LFG
81
Larson Financial Group
St Louis,
Missouri
| $12.1K | – | – | – |
|
|
SWA
82
SOA Wealth Advisors
New York
| $10.7K | – | – | – |
|
|
OMC
83
Old Mission Capital
Chicago,
Illinois
| – | -$715K | -20,592 | Closed |
|
|
SWP
84
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$312K | -8,992 | Closed |
|
|
WFA
85
WMG Financial Advisors
Knoxville,
Tennessee
| – | -$259K | -7,474 | Closed |
|
|
MCWS
86
McKinley Carter Wealth Services
Wheeling,
West Virginia
| – | -$240K | -6,918 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$144K | -4,139 | Closed |
|
|
FMII
88
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$10.3K | -298 | Closed |
|
DJUL Hedge Fund Activity: Q3 2023 in Review
82 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q3 2023, worth a combined $218M — up 568% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DJUL positions and 6 closed out — a net gain of 33 holders — while 26 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $30.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $715K sold.
- 82 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q3 2023, up from 49 in Q2 2023.
- Funds reported $218M of FT Vest US Equity Deep Buffer ETF July stock for Q3 2023, up 568% quarter-over-quarter.
- 39 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q3 2023 and 6 closed out, a net change of +33 holders.
- The largest FT Vest US Equity Deep Buffer ETF July buyer in Q3 2023 was Osaic Holdings, an estimated $30.5M added.
- The largest FT Vest US Equity Deep Buffer ETF July seller in Q3 2023 was Old Mission Capital, an estimated $715K sold.
Based on aggregated 13F filings for Q3 2023.