FT Vest US Equity Deep Buffer ETF July
DJUL
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.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less ownership
Funds ownership: 55.51% → 47.5% (-8%)
9% less funds holding
Funds holding: 87 → 79 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$971K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$354K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$288K |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$268K |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$263K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$22.4M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$16.7M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.95M |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
-$3.29M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
76
SOA Wealth Advisors
New York
| $12.5K | – | – | – |
|
|
PS
77
Principal Securities
Des Moines,
Iowa
| $8.76K | – | – | – |
|
|
FHC
78
First Heartland Consultants
Lake St. Louis,
Missouri
| $6.88K | -$34.6K | -888 | -0.5% |
|
|
DFA
79
DHJJ Financial Advisors
Naperville,
Illinois
| $6.65K | -$27.7K | -710 | -81% |
|
|
GLR
80
Great Lakes Retirement
Sandusky,
Ohio
| $4.62K | +$4.52K | +116 | New |
|
81
Citadel Advisors
Miami,
Florida
| – | -$590K | -15,246 | Closed |
|
|
HAS
82
HBW Advisory Services
Simi Valley,
California
| – | -$505K | -13,844 | Closed |
|
|
TSS
83
Two Sigma Securities
New York
| – | -$435K | -11,257 | Closed |
|
|
SAW
84
Signal Advisors Wealth
Detroit,
Michigan
| – | -$264K | -6,829 | Closed |
|
|
UAG
85
United Advisor Group
Cincinnati,
Ohio
| – | -$252K | -6,508 | Closed |
|
|
LAM
86
Lifestyle Asset Management
Friendswood,
Texas
| – | -$246K | -6,355 | Closed |
|
|
AA
87
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$29K | -750 | Closed |
|
88
Bank of America
Charlotte,
North Carolina
| – | -$3.87K | -100 | Closed |
|
89
JP Morgan Chase
New York
| – | -$2 | -50 | Closed |
|
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.