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FT Vest US Equity Deep Buffer ETF July

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: 79101 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cambridge Advisors
Nebraska
$250K
MIM
77
MTM Investment Management
South Carolina
$248K +$201K +5,000 +500%
IA
78
Inspire Advisors
Idaho
$236K
WFA
79
WMG Financial Advisors
Tennessee
$234K +$227K +5,641 New
EFS
80
Essex Financial Services
Connecticut
$232K +$16.1K +400 +8%
MWM
81
Meridian Wealth Management
Kentucky
$216K -$66.8K -1,660 -24%
LCWP
82
Legacy Capital Wealth Partners
Arkansas
$213K +$207K +5,137 New
PSCM
83
Per Stirling Capital Management
Texas
$209K +$203K +5,039 New
BCM
84
Brookstone Capital Management
Illinois
$202K +$196K +4,877 New
AA
85
AlphaMark Advisors
Kentucky
$169K +$164K +4,085 New
LFG
86
Larson Financial Group
Missouri
$144K +$125K +3,116 +875%
AIP
87
Ameritas Investment Partners
Nebraska
$99.3K +$96.4K +2,398 New
UBS Group
88
UBS Group
Switzerland
$68.6K +$50.6K +1,257 +315%
SWA
89
SOA Wealth Advisors
New York
$58.9K +$44.6K +1,108 +352%
CA
90
CoreCap Advisors
Michigan
$44.8K +$5.67K +141 +15%
JIP
91
Jaffetilchin Investment Partners
Florida
$41.8K +$40.6K +1,010 New
AWM
92
Avior Wealth Management
Nebraska
$41.4K +$40.2K +1,000 New
Barclays
93
Barclays
United Kingdom
$39.5K +$38.4K +954 New
CFD
94
Creative Financial Designs
Indiana
$34.9K +$6.47K +161 +24%
GEA
95
Glen Eagle Advisors
New Jersey
$29K
NFSG
96
Newbridge Financial Services Group
Florida
$26.1K +$25.3K +630 New
SPIA
97
Steward Partners Investment Advisory
New York
$10.5K -$13.9K -345 -58%
PS
98
Principal Securities
Iowa
$9.11K
Morgan Stanley
99
Morgan Stanley
New York
$8.49K +$8.24K +205 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$7.54K +$7.32K +182 New

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.