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FT Vest US Equity Buffer ETF July

25 hedge funds and large institutions have $15.3M invested in FT Vest US Equity Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more funds holding

Funds holding: 2325 (+2)

34% less capital invested

Capital invested by funds: $23.2M → $15.3M (-$7.98M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

102.55% less ownership

Funds ownership: 281.81%179.26% (-103%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Simplicity Solutions
Minnesota
-$233K -7,059 Closed
CAAS
27
Capital Asset Advisory Services
Michigan
-$2K -60 Closed

FJUL Hedge Fund Activity: Q1 2021 in Review

25 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2021, worth a combined $15.3M — down 34% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FJUL positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $590K. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $8.62M.

  • 25 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2021, up from 23 in Q4 2020.
  • Funds reported $15.3M of FT Vest US Equity Buffer ETF July stock for Q1 2021, down 34% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2021 and 2 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2021 was Old Mission Capital, an estimated $590K added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2021 was Patriot Financial Group Insurance Agency, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2021.