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FT Vest US Equity Buffer ETF July

145 hedge funds and large institutions have $329M invested in FT Vest US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

150% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 24

49% more capital invested

Capital invested by funds: $221M → $329M (+$108M)

29% more funds holding

Funds holding: 112145 (+33)

3.87% more ownership

Funds ownership: 31.85%35.72% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
145
Holders Change
+33
Holders Change %
+29.46%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
60
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$3.06M +$2.97M +63,631 New
OIA
27
OneDigital Investment Advisors
Kansas
$3.05M -$191K -4,094 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.67M +$479K +10,279 +23%
AC
29
AIFG Consultants
New York
$2.57M -$4.21M -90,299 -63%
OWM
30
Opes Wealth Management
California
$2.3M -$65.9K -1,415 -3%
SPC
31
Sigma Planning Corp
Michigan
$2.17M +$2.1M +45,014 New
SW
32
Schulz Wealth
Texas
$1.98M +$3.73K +80 +0.2%
Mariner
33
Mariner
Kansas
$1.93M +$613K +13,154 +49%
LSA
34
Lion Street Advisors
Texas
$1.83M -$44K -945 -2%
Truist Financial
35
Truist Financial
North Carolina
$1.82M +$576K +12,368 +48%
APW
36
Aurora Private Wealth
New Jersey
$1.62M +$786K +16,869 +100%
1W
37
1776 Wealth
Georgia
$1.6M +$63.8K +1,369 +4%
NW
38
NewEdge Wealth
Pennsylvania
$1.56M +$1.51M +32,496 New
HIS
39
Harvest Investment Services
Illinois
$1.51M +$1.46M +31,320 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.45M +$595K +12,779 +74%
KWM
41
Kingsview Wealth Management
Oregon
$1.43M +$1.38M +29,662 New
PCG
42
Prosperity Consulting Group
Maryland
$1.42M +$1.38M +29,529 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.22M +$612K +13,140 +107%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$1.2M -$61.7K -1,323 -5%
AI
45
Atria Investments
North Carolina
$1.11M +$1.08M +23,168 New
WWM
46
Wolff Wiese Magana
California
$1.08M +$926K +19,876 +798%
AAS
47
Avantax Advisory Services
Texas
$1.08M -$1.16M -24,809 -53%
FI
48
FWG Investments
Kentucky
$1.07M +$606K +13,015 +141%
IF
49
Integrity Financial
Wyoming
$1.04M +$447K +9,602 +79%
AWM
50
Accel Wealth Management
Iowa
$1.03M +$997K +21,400 New