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FT Vest US Equity Deep Buffer ETF July

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: 36 (+3)

11% more funds holding

Funds holding: 101112 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$42K
CFD
102
Creative Financial Designs
Indiana
$35.3K
GEA
103
Glen Eagle Advisors
New Jersey
$29.4K
Barclays
104
Barclays
United Kingdom
$28.9K -$11.2K -266 -28%
NFSG
105
Newbridge Financial Services Group
Florida
$26.4K
TWM
106
Topsail Wealth Management
North Carolina
$21K +$21K +500 New
SPIA
107
Steward Partners Investment Advisory
New York
$10.6K
PS
108
Principal Securities
Iowa
$9.24K
Morgan Stanley
109
Morgan Stanley
New York
$8.61K
DFA
110
DHJJ Financial Advisors
Illinois
$7.01K
UBS Group
111
UBS Group
Switzerland
$1.64K -$67.8K -1,617 -98%
NS
112
NBC Securities
Alabama
$248 -$397K -9,470 -100%
SP
113
Sequent Planning
Nebraska
-$810K -19,563 Closed
Citadel Advisors
114
Citadel Advisors
Florida
-$741K -17,892 Closed
ASN
115
Advisory Services Network
Georgia
-$295K -7,405 Closed
MAG
116
Mayfair Advisory Group
Alabama
-$264K -6,401 Closed
NFG
117
Nations Financial Group
Iowa
-$258K -6,237 Closed
BRWA
118
B. Riley Wealth Advisors
Florida
-$256K -6,210 Closed
JIP
119
Jaffetilchin Investment Partners
Florida
-$41.8K -1,010 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
-$7.54K -182 Closed

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.