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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
Mariner
51
Mariner
Kansas
$375K -$727 -21 -0.2%
IA
52
IFP Advisors
Florida
$344K +$313K +9,026 +408%
CF
53
Centaurus Financial
California
$343K +$159K +4,599 +77%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$340K +$363K +10,483 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$323K +$127K +3,670 +58%
Wolverine Trading
56
Wolverine Trading
Illinois
$289K +$306K +8,845 New
JIP
57
Jaffetilchin Investment Partners
Florida
$281K +$300K +8,676 New
MA
58
Mutual Advisors
Nebraska
$277K +$13K +375 +5%
IWC
59
Integrated Wealth Concepts
Massachusetts
$272K -$46.6K -1,346 -14%
CA
60
Cambridge Advisors
Nebraska
$264K +$282K +8,150 New
CCM
61
Covington Capital Management
California
$263K +$281K +8,110 New
QPW
62
Quantum Private Wealth
Florida
$259K
ZIMP
63
Zimmermann Investment Management & Planning
Pennsylvania
$252K +$269K +7,773 New
GSAM
64
Grant Street Asset Management
Pennsylvania
$238K -$19.4K -560 -7%
ACMA
65
Arbor Capital Management (Alaska)
Alaska
$219K +$227K +6,542 New
SG
66
StoneX Group
New York
$209K +$223K +6,437 New
WFA
67
WMG Financial Advisors
Tennessee
$205K
CAL
68
Capital Analysts LLC
Pennsylvania
$110K +$68.6K +1,982 +142%
SWA
69
SOA Wealth Advisors
New York
$101K +$109K +3,134 New
CP
70
Castleview Partners
Texas
$96K +$102K +2,950 New
SAM
71
Strategic Asset Management
Minnesota
$78K +$15.6K +450 +23%
GEA
72
Glen Eagle Advisors
New Jersey
$64.9K
Morgan Stanley
73
Morgan Stanley
New York
$58K
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$44K +$47.3K +1,367 New
CFGS
75
Concourse Financial Group Securities
Alabama
$43K +$46.2K +1,333 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.