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FT Vest US Equity Deep Buffer ETF July

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.

New
Increased
Maintained
Reduced
Closed

7.44% less ownership

Funds ownership: 62.95%55.51% (-7.4%)

13% less funds holding

Funds holding: 10087 (-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: 73 (-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

Holders
87
Holders Change
-13
Holders Change %
-13%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
9
Increased
14
Reduced
41
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$50.4M -$5.54M -147,396 -10%
BFG
2
Bouchey Financial Group
New York
$17M +$42.7K +1,137 +0.3%
Osaic Holdings
3
Osaic Holdings
Arizona
$14M -$21.9M -582,201 -62%
IP
4
Ignite Planners
California
$11M -$157K -4,172 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.58M -$2.68M -71,249 -27%
SMG
6
Smart Money Group
Texas
$7.4M -$13.1M -348,452 -64%
RJA
7
Raymond James & Associates
Florida
$6.92M -$98.8K -2,629 -1%
FHC
8
First Heartland Consultants
Missouri
$6.72M +$345K +9,176 +6%
AWM
9
AE Wealth Management
Kansas
$6.5M -$1.43M -37,963 -18%
CFS
10
Commonwealth Financial Services
West Virginia
$4.86M
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.66M -$5.95M -158,362 -57%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.32M -$1.2M -31,923 -22%
Jane Street
13
Jane Street
New York
$4.12M +$2.9M +77,330 +264%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.1M +$2.66M +70,705 +746%
RFG
15
REAP Financial Group
Texas
$2.79M -$218K -5,805 -7%
CA
16
Cetera Advisors
Colorado
$2.53M +$262K +6,985 +12%
KAS
17
Kestra Advisory Services
Texas
$2.37M -$401K -10,684 -15%
AAS
18
Ameritas Advisory Services
Nebraska
$2.07M +$1.23M +32,774 +154%
SWM
19
Spire Wealth Management
Virginia
$1.95M -$209K -5,558 -10%
Truist Financial
20
Truist Financial
North Carolina
$1.75M -$34.1K -909 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.67M -$412K -10,966 -20%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.56M -$256K -6,818 -14%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$1.47M +$113K +3,000 +9%
SS
24
Sunbelt Securities
Texas
$1.43M -$28.6K -761 -2%
HF
25
HRT Financial
New York
$1.36M +$910K +24,216 +218%

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.