FT Vest US Equity Deep Buffer ETF July
DJUL
87 hedge funds and large institutions have $193M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 41 reducing their positions, and 22 closing their positions.
7.44% less ownership
Funds ownership: 62.95% → 55.51% (-7.4%)
13% less funds holding
Funds holding: 100 → 87 (-13)
32% less capital invested
Capital invested by funds: $285M → $193M (-$91.9M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
59% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 22
66% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.9M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.66M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.23M |
| 4 |
HF
HRT Financial
New York
|
+$910K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
-$30.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.9M |
| 3 |
SMG
Smart Money Group
Eastland,
Texas
|
-$13.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.95M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$5.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FS
101
Ferguson Shapiro
Decatur,
Georgia
| – | -$612K | -16,765 | Closed |
|
|
MSFS
102
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$358K | -9,810 | Closed |
|
|
1SB
103
1ST Source Bank
South Bend,
Indiana
| – | -$326K | -8,939 | Closed |
|
|
MWM
104
Meridian Wealth Management
Lexington,
Kentucky
| – | -$298K | -8,185 | Closed |
|
|
KPWS
105
Kestra Private Wealth Services
Austin,
Texas
| – | -$257K | -7,050 | Closed |
|
106
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$236K | -6,453 | Closed |
|
|
DWM
107
Dogwood Wealth Management
Lenexa,
Kansas
| – | -$180K | -4,919 | Closed |
|
|
ASN
108
Advisory Services Network
Atlanta,
Georgia
| – | -$81.4K | -2,231 | Closed |
|
|
IPW
109
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.28K | -35 | Closed |
|
DJUL Hedge Fund Activity: Q1 2024 in Review
87 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q1 2024, worth a combined $193M — down 32% from $285M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of DJUL and 9 opened new positions — a net loss of 13 holders — while 41 trimmed existing stakes and 14 added.
The largest buyer was Jane Street, adding an estimated $2.9M. The largest seller was Lifestyle Asset Management, cutting an estimated $30.9M.
- 87 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q1 2024, down from 100 in Q4 2023.
- Funds reported $193M of FT Vest US Equity Deep Buffer ETF July stock for Q1 2024, down 32% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q1 2024 and 22 closed out, a net change of -13 holders.
- The largest FT Vest US Equity Deep Buffer ETF July buyer in Q1 2024 was Jane Street, an estimated $2.9M added.
- The largest FT Vest US Equity Deep Buffer ETF July seller in Q1 2024 was Lifestyle Asset Management, an estimated $30.9M sold.
Based on aggregated 13F filings for Q1 2024.