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FT Vest US Equity Buffer ETF July

112 hedge funds and large institutions have $221M invested in FT Vest US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 131112 (-19)

17.64% less ownership

Funds ownership: 49.48%31.85% (-18%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less capital invested

Capital invested by funds: $369M → $221M (-$148M)

68% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 25

82% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 62

Holders
112
Holders Change
-19
Holders Change %
-14.5%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
8
Increased
11
Reduced
62
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.09M -$49.1K -1,095 -2%
SW
27
Schulz Wealth
Texas
$1.89M -$56K -1,250 -3%
LSA
28
Lion Street Advisors
Texas
$1.8M -$238K -5,323 -12%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.59M +$510K +11,389 +49%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.52M -$291K -6,498 -16%
1W
31
1776 Wealth
Georgia
$1.47M
Mariner
32
Mariner
Kansas
$1.25M -$272K -6,064 -18%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$1.21M -$33.1K -738 -3%
Truist Financial
34
Truist Financial
North Carolina
$1.17M -$336K -7,500 -23%
AssetMark Inc
35
AssetMark Inc
California
$1.03M +$1M +22,362 New
AWS
36
Atria Wealth Solutions
New York
$837K -$151K -3,380 -16%
FA
37
Flagstar Advisors
New York
$815K -$95.4K -2,129 -11%
CW
38
CreativeOne Wealth
Kansas
$810K -$6.86M -153,177 -90%
WFS
39
WealthGarden F.S.
California
$800K +$778K +17,362 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$796K -$470K -10,489 -38%
HI
41
Harbour Investments
Wisconsin
$774K -$923K -20,612 -55%
APW
42
Aurora Private Wealth
New Jersey
$773K -$233K -5,205 -24%
AWM
43
AE Wealth Management
Kansas
$731K -$1.84M -41,008 -72%
KPWS
44
Kestra Private Wealth Services
Texas
$729K
UBS Group
45
UBS Group
Switzerland
$695K +$607K +13,551 +884%
SS
46
Sunbelt Securities
Texas
$691K
CWS
47
Cypress Wealth Services
California
$655K
OMC
48
Old Mission Capital
Illinois
$642K +$625K +13,940 New
NA
49
NewEdge Advisors
Louisiana
$642K -$5.04M -112,407 -89%
Jane Street
50
Jane Street
New York
$630K -$2.03M -45,201 -77%