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FT Vest US Equity Buffer ETF July
FJUL

131 hedge funds and large institutions have $369M invested in FT Vest US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $280M → $369M (+$89.4M)

14% more funds holding

Funds holding: 115 → 131 (+16)

5.1% more ownership

Funds ownership: 44.38% → 49.48% (+5.1%)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
32
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$41.7M
2
AIM
Astor Investment Management
Illinois
+$21.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.2M
4
AI
Atria Investments
North Carolina
+$6.89M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.59M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.5M
2
OMC
Old Mission Capital
Illinois
-$8.76M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$8.18M
4
CA
Cetera Advisors
Colorado
-$3.91M
5
AWM
AE Wealth Management
Kansas
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
26
Keystone Wealth Services
California
$3.46M +$14.4K +335 +0.4%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.39M -$56.3K -1,310 -2%
KAS
28
Kestra Advisory Services
Texas
$3.26M +$1.05M +24,444 +50%
OIA
29
OneDigital Investment Advisors
Kansas
$3.21M +$341K +7,932 +12%
RFG
30
REAP Financial Group
Texas
$3.06M -$293K -6,814 -9%
BCM
31
Beck Capital Management
Texas
$2.71M -$99.6K -2,317 -4%
LAS
32
Lloyd Advisory Services
Georgia
$2.71M +$2.62M +61,012 New
AAS
33
Avantax Advisory Services
Texas
$2.67M -$248K -5,768 -9%
Jane Street
34
Jane Street
New York
$2.62M +$2.53M +58,881 New
AWM
35
AE Wealth Management
Kansas
$2.53M -$3.61M -83,893 -60%
OWM
36
Opes Wealth Management
California
$2.2M +$4.51K +105 +0.2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.06M -$60.5K -1,408 -3%
SW
38
Schulz Wealth
Texas
$1.88M -$81.5K -1,895 -4%
LSA
39
Lion Street Advisors
Texas
$1.84M – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$1.76M -$143K -3,321 -8%
HI
41
Harbour Investments
Wisconsin
$1.66M -$1.27M -29,566 -44%
GM
42
GeoWealth Management
Illinois
$1.59M +$1.32M +30,696 +612%
Mariner
43
Mariner
Kansas
$1.47M +$138K +3,222 +11%
Truist Financial
44
Truist Financial
North Carolina
$1.47M +$33.1K +770 +2%
1W
45
1776 Wealth
Georgia
$1.42M – – –
BRWA
46
B. Riley Wealth Advisors
Florida
$1.36M +$36.5K +850 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.23M +$273K +6,342 +30%
ECA
48
Elevated Capital Advisors
Utah
$1.23M +$1.19M +27,754 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$1.2M -$7.22K -168 -0.6%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.02M +$55.6K +1,294 +6%
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FJUL Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2024, worth a combined $369M — up 32% from $280M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FJUL positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $41.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $27.5M.

  • 131 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $369M of FT Vest US Equity Buffer ETF July stock for Q1 2024, up 32% quarter-over-quarter.
  • 26 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2024 and 10 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2024 was Wells Fargo, an estimated $41.7M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2024.