We are live on ! Find out more
DJUL icon

FT Vest US Equity Deep Buffer ETF July
DJUL

112 hedge funds and large institutions have $213M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

11% more funds holding

Funds holding: 101 → 112 (+11)

8% more capital invested

Capital invested by funds: $197M → $213M (+$16M)

6.57% more ownership

Funds ownership: 53.83% → 60.4% (+6.6%)

59% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 39

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
22
Increased
16
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Foguth Wealth Management
Michigan
+$3.86M
2
SAW
Signal Advisors Wealth
Michigan
+$2.19M
3
SG
StoneX Group
New York
+$1.16M
4
Jane Street
Jane Street
New York
+$1.05M
5
SW
SMART Wealth
Nebraska
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$15.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.07M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.38M
4
AWM
AE Wealth Management
Kansas
-$2.1M
5
SP
Sequent Planning
Nebraska
-$810K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$286K -$503 -12 -0.2%
GFG
77
Grantvest Financial Group
New Jersey
$281K +$281K +6,700 New
BTWM
78
Brass Tax Wealth Management
Ohio
$280K – – –
CW
79
CreativeOne Wealth
Kansas
$276K – – –
CFGS
80
Concourse Financial Group Securities
Alabama
$269K – – –
JSA
81
Jim Saulnier & Associates
Colorado
$257K – – –
MIM
82
MTM Investment Management
South Carolina
$252K – – –
IA
83
Inspire Advisors
Idaho
$239K – – –
WFA
84
WMG Financial Advisors
Tennessee
$237K – – –
HP
85
Holistic Planning
Texas
$237K +$236K +5,636 New
EFS
86
Essex Financial Services
Connecticut
$234K – – –
CA
87
Cambridge Advisors
Nebraska
$233K -$21K -500 -8%
MFN
88
Midwest Financial Network
Illinois
$227K +$227K +5,404 New
MWM
89
Meridian Wealth Management
Kentucky
$219K – – –
LCWP
90
Legacy Capital Wealth Partners
Arkansas
$216K – – –
FPWM
91
Five Pine Wealth Management
Idaho
$212K +$212K +5,059 New
AIM
92
Advyzon Investment Management
Illinois
$211K +$210K +5,015 New
HF
93
HRT Financial
New York
$209K +$209K +4,983 New
PSCM
94
Per Stirling Capital Management
Texas
$209K -$2.85K -68 -1%
BCM
95
Brookstone Capital Management
Illinois
$203K -$1.47K -35 -0.7%
AA
96
AlphaMark Advisors
Kentucky
$171K – – –
LFG
97
Larson Financial Group
Missouri
$146K – – –
AIP
98
Ameritas Investment Partners
Nebraska
$101K – – –
SWA
99
SOA Wealth Advisors
New York
$59.7K – – –
CA
100
CoreCap Advisors
Michigan
$46.7K +$1.34K +32 +3%
1 2 3
4
5

DJUL Hedge Fund Activity: Q4 2024 in Review

112 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2024, worth a combined $213M — up 8.1% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DJUL positions and 8 closed out — a net gain of 14 holders — while 16 added to existing stakes and 39 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $3.86M. The largest seller was Osaic Holdings, cutting an estimated $15.4M.

  • 112 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $213M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2024 and 8 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2024 was Foguth Wealth Management, an estimated $3.86M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2024 was Osaic Holdings, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2024.