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FT Vest US Equity Deep Buffer ETF July

50 hedge funds and large institutions have $54M invested in FT Vest US Equity Deep Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $39.3M → $54M (+$14.7M)

22% more funds holding

Funds holding: 4150 (+9)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

204.27% less ownership

Funds ownership: 240.44%36.17% (-204%)

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$17.8M +$8.68M +282,420 +96%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.4M +$9.35M +303,948 New
SW
3
SMART Wealth
Nebraska
$3.65M +$3.63M +118,159 New
Osaic Holdings
4
Osaic Holdings
Arizona
$3.37M -$1.36M -44,194 -29%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.08M -$102K -3,321 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.01M +$185K +6,003 +10%
AAS
7
Ameritas Advisory Services
Nebraska
$1.26M +$331K +10,768 +36%
IP
8
Ignite Planners
California
$1.16M +$1.12M +36,261 New
OWA
9
Outlook Wealth Advisors
Texas
$1.09M +$1.09M +35,292 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$887K -$8.55M -278,136 -91%
IA
11
IFP Advisors
Florida
$790K -$1.04K -34 -0.1%
HI
12
Harbour Investments
Wisconsin
$774K +$307K +9,993 +66%
CA
13
Cetera Advisors
Colorado
$746K -$182K -5,929 -20%
CCFM
14
Clear Creek Financial Management
Washington
$729K +$154 +5 +0%
Citadel Advisors
15
Citadel Advisors
Florida
$654K +$651K +21,166 New
SB
16
Strategic Blueprint
Georgia
$525K -$9.22K -300 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$500K -$1.29M -41,876 -72%
CWS
18
Cypress Wealth Services
California
$469K
SPIA
19
Steward Partners Investment Advisory
New York
$464K +$239K +7,781 +108%
CA
20
Claro Advisors
Massachusetts
$412K +$410K +13,340 New
KA
21
Kovack Advisors
Florida
$371K
EWM
22
Echo Wealth Management
Minnesota
$363K +$124K +4,035 +54%
MWM
23
Meridian Wealth Management
Kentucky
$353K -$25.3K -824 -7%
SOS
24
Silver Oak Securities
Tennessee
$349K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$320K +$319K +10,368 New

DJUL Hedge Fund Activity: Q4 2022 in Review

50 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q4 2022, worth a combined $54M — up 37% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DJUL positions and 4 closed out — a net gain of 11 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $9.35M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $8.55M.

  • 50 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $54M of FT Vest US Equity Deep Buffer ETF July stock for Q4 2022, up 37% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q4 2022 and 4 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q4 2022 was HighTower Advisors, an estimated $9.35M added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $8.55M sold.

Based on aggregated 13F filings for Q4 2022.