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FT Vest US Equity Buffer ETF July

80 hedge funds and large institutions have $93.2M invested in FT Vest US Equity Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

504.9% more ownership

Funds ownership: 647.68%1,152.58% (+505%)

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

75% more capital invested

Capital invested by funds: $53.4M → $93.2M (+$39.8M)

43% more funds holding

Funds holding: 5680 (+24)

Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
28
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
26
Archer Investment Corporation
Indiana
$710K
BFA
27
Beacon Financial Advisory
Ohio
$707K +$755K +21,806 New
APA
28
American Portfolios Advisors
New York
$679K +$247K +7,137 +52%
T
29
TRUADVICE
Florida
$649K -$866 -25 -0.1%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$643K +$557K +16,079 +430%
FPWM
31
FSB Premier Wealth Management
Iowa
$598K -$30.5K -880 -5%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$594K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$544K +$557K +16,083 +2,281%
SS
34
Sunbelt Securities
Texas
$541K +$577K +16,675 New
BRWA
35
B. Riley Wealth Advisors
Florida
$511K +$545K +15,739 New
DFA
36
DHJJ Financial Advisors
Illinois
$509K +$27.8K +802 +5%
AAS
37
Ameritas Advisory Services
Nebraska
$499K +$532K +15,371 New
KWS
38
Keystone Wealth Services
California
$492K +$40.5K +1,169 +8%
TFS
39
TrustCore Financial Services
Tennessee
$485K +$494K +14,260 +2,067%
Citadel Advisors
40
Citadel Advisors
Florida
$480K -$471K -13,607 -48%
HI
41
Harbour Investments
Wisconsin
$476K
CWS
42
Cypress Wealth Services
California
$466K
BTWM
43
Baker Tilly Wealth Management
Wisconsin
$425K +$34.5K +995 +8%
IF
44
Integrity Financial
Wyoming
$406K +$244K +7,043 +128%
AAS
45
Avantax Advisory Services
Texas
$393K +$419K +12,109 New
SCA
46
Sage Capital Advisors
South Dakota
$388K -$51.1K -1,477 -11%
ACG
47
Allen Capital Group
Nebraska
$388K +$414K +11,961 New
WEG
48
World Equity Group
Illinois
$384K +$10.5K +304 +3%
OWA
49
Outlook Wealth Advisors
Texas
$381K
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$376K +$401K +11,580 New

FJUL Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q3 2022, worth a combined $93.2M — up 75% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FJUL positions and 8 closed out — a net gain of 25 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.09M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.32M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q3 2022, up from 56 in Q2 2022.
  • Funds reported $93.2M of FT Vest US Equity Buffer ETF July stock for Q3 2022, up 75% quarter-over-quarter.
  • 33 funds opened new FT Vest US Equity Buffer ETF July positions in Q3 2022 and 8 closed out, a net change of +25 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q3 2022 was AE Wealth Management, an estimated $7.09M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2022.