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FT Vest US Equity Deep Buffer ETF July

79 hedge funds and large institutions have $121M invested in FT Vest US Equity Deep Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less ownership

Funds ownership: 55.51%47.5% (-8%)

9% less funds holding

Funds holding: 8779 (-8)

37% less capital invested

Capital invested by funds: $193M → $121M (-$71.4M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

73% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 41

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
11
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$29M -$22.4M -574,186 -44%
Osaic Holdings
2
Osaic Holdings
Arizona
$11M -$3.27M -83,934 -23%
IP
3
Ignite Planners
California
$7.94M -$3.29M -84,576 -30%
SMG
4
Smart Money Group
Texas
$7.45M -$302K -7,747 -4%
CFS
5
Commonwealth Financial Services
West Virginia
$6.3M +$971K +24,931 +19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.79M +$857 +22 +0%
AWM
7
AE Wealth Management
Kansas
$4.76M -$1.89M -48,575 -29%
RJA
8
Raymond James & Associates
Florida
$4.26M -$2.81M -72,057 -40%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.85M -$334K -8,579 -11%
RFG
10
REAP Financial Group
Texas
$2.75M -$120K -3,084 -4%
AAS
11
Ameritas Advisory Services
Nebraska
$2.19M +$34.2K +878 +2%
KAS
12
Kestra Advisory Services
Texas
$2.02M -$412K -10,583 -17%
SWM
13
Spire Wealth Management
Virginia
$1.96M -$45.9K -1,179 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.83M -$2.56M -65,682 -59%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.73M -$5.95M -152,681 -78%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.66M -$56.6K -1,453 -3%
Truist Financial
17
Truist Financial
North Carolina
$1.62M -$182K -4,673 -10%
Jane Street
18
Jane Street
New York
$1.56M -$2.63M -67,396 -63%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.54M -$57.6K -1,479 -4%
SS
20
Sunbelt Securities
Texas
$1.53M +$58.3K +1,496 +4%
LPL Financial
21
LPL Financial
California
$1.3M +$30.3K +779 +2%
HI
22
Harbour Investments
Wisconsin
$1.22M -$5.02K -129 -0.4%
HF
23
HRT Financial
New York
$1.06M -$342K -8,771 -25%
AAS
24
Avantax Advisory Services
Texas
$938K -$385K -9,892 -30%
HighTower Advisors
25
HighTower Advisors
Illinois
$924K -$12.2K -312 -1%

DJUL Hedge Fund Activity: Q2 2024 in Review

79 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF July (DJUL) for Q2 2024, worth a combined $121M — down 37% from $193M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DJUL and 5 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 11 added.

The largest buyer was Commonwealth Financial Services, adding an estimated $971K. The largest seller was Ogorek Anthony Joseph, cutting an estimated $22.4M.

  • 79 institutional investors held FT Vest US Equity Deep Buffer ETF July (DJUL) as of Q2 2024, down from 87 in Q1 2024.
  • Funds reported $121M of FT Vest US Equity Deep Buffer ETF July stock for Q2 2024, down 37% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Deep Buffer ETF July positions in Q2 2024 and 10 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF July buyer in Q2 2024 was Commonwealth Financial Services, an estimated $971K added.
  • The largest FT Vest US Equity Deep Buffer ETF July seller in Q2 2024 was Ogorek Anthony Joseph, an estimated $22.4M sold.

Based on aggregated 13F filings for Q2 2024.