FT Vest US Equity Buffer ETF July
FJUL
88 hedge funds and large institutions have $88.8M invested in FT Vest US Equity Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
9% more funds holding
Funds holding: 81 → 88 (+7)
1.92% more ownership
Funds ownership: 45.56% → 47.48% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $96.6M → $88.8M (-$7.77M)
60% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.75M |
| 2 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$4.63M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.49M |
| 4 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$1.57M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.54M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$698K |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$690K |
| 4 |
BCM
Beck Capital Management
Austin,
Texas
|
-$662K |
| 5 |
Goldman Sachs
New York
|
-$590K |
FJUL Hedge Fund Activity: Q1 2023 in Review
88 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2023, worth a combined $88.8M — down 8% from $96.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FJUL positions and 5 closed out — a net gain of 9 holders — while 14 added to existing stakes and 35 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $4.75M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.54M.
- 88 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2023, up from 81 in Q4 2022.
- Funds reported $88.8M of FT Vest US Equity Buffer ETF July stock for Q1 2023, down 8% quarter-over-quarter.
- 14 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2023 and 5 closed out, a net change of +9 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q1 2023 was Brookstone Capital Management, an estimated $4.75M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.54M sold.
Based on aggregated 13F filings for Q1 2023.