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FT Vest US Equity Buffer ETF July

56 hedge funds and large institutions have $53.4M invested in FT Vest US Equity Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 5856 (-2)

22% less capital invested

Capital invested by funds: $68.5M → $53.4M (-$15.1M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

112.23% less ownership

Funds ownership: 759.91%647.68% (-112%)

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
26
American Portfolios Advisors
New York
$456K -$9.21K -270 -2%
SCA
27
Sage Capital Advisors
South Dakota
$445K
SPI
28
Santori & Peters Inc
Pennsylvania
$436K
BTWM
29
Baker Tilly Wealth Management
Wisconsin
$400K
OWA
30
Outlook Wealth Advisors
Texas
$389K
Mariner
31
Mariner
Kansas
$383K +$30K +879 +8%
WEG
32
World Equity Group
Illinois
$382K -$12.6K -369 -3%
CAN
33
Cetera Advisor Networks
California
$364K -$39K -1,143 -9%
TCM
34
Triumph Capital Management
Colorado
$340K +$40.8K +1,197 +13%
IWC
35
Integrated Wealth Concepts
Massachusetts
$322K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$290K +$62.7K +1,839 +27%
MA
37
Mutual Advisors
Nebraska
$270K -$371K -10,880 -57%
QPW
38
Quantum Private Wealth
Florida
$264K
MOS
39
MGO One Seven
Ohio
$217K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$209K -$1.13M -33,232 -84%
WFA
41
WMG Financial Advisors
Tennessee
$209K
TCA
42
Transcend Capital Advisors
New Jersey
$200K -$97.5K -2,859 -32%
CF
43
Centaurus Financial
California
$198K
IF
44
Integrity Financial
Wyoming
$182K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$124K
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$2.56K +75 +3%
IA
47
IFP Advisors
Florida
$69K
GEA
48
Glen Eagle Advisors
New Jersey
$66.2K
SAM
49
Strategic Asset Management
Minnesota
$65K
Morgan Stanley
50
Morgan Stanley
New York
$60K

FJUL Hedge Fund Activity: Q2 2022 in Review

56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q2 2022, worth a combined $53.4M — down 22% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FJUL and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.36M. The largest seller was Avestar Capital, exiting entirely with an estimated $4.21M sold.

  • 56 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q2 2022, down from 58 in Q1 2022.
  • Funds reported $53.4M of FT Vest US Equity Buffer ETF July stock for Q2 2022, down 22% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer ETF July positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q2 2022 was Susquehanna International Group, an estimated $1.36M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q2 2022 was Avestar Capital, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2022.