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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
APW
51
Aurora Private Wealth
New Jersey
$977K -$1.93K -45 -0.2%
AWS
52
Atria Wealth Solutions
New York
$958K +$36.1K +839 +4%
OWA
53
Outlook Wealth Advisors
Texas
$884K +$460K +10,713 +117%
HF
54
HRT Financial
New York
$882K +$853K +19,854 New
FA
55
Flagstar Advisors
New York
$882K – – –
SCA
56
Sage Capital Advisors
South Dakota
$839K -$23.7K -551 -3%
Citadel Advisors
57
Citadel Advisors
Florida
$716K +$296K +6,897 +75%
KPWS
58
Kestra Private Wealth Services
Texas
$704K – – –
JP Morgan Chase
59
JP Morgan Chase
New York
$702K +$653K +15,199 +2,607%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$682K +$659K +15,333 New
ASN
61
Advisory Services Network
Georgia
$672K +$615K +14,302 +1,761%
SS
62
Sunbelt Securities
Texas
$667K -$49.3K -1,148 -7%
TLA
63
Tanglewood Legacy Advisors
Texas
$650K – – –
TSS
64
Two Sigma Securities
New York
$643K +$622K +14,467 New
DFA
65
DHJJ Financial Advisors
Illinois
$633K -$25.4K -590 -4%
CWS
66
Cypress Wealth Services
California
$632K – – –
AWM
67
Axxcess Wealth Management
California
$609K +$589K +13,711 New
DC
68
Davenport & Co
Virginia
$608K +$588K +13,669 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$588K +$81.1K +1,887 +17%
FPWM
70
FSB Premier Wealth Management
Iowa
$579K +$11.2K +261 +2%
SPC
71
Sigma Planning Corp
Michigan
$567K -$78.2K -1,819 -12%
LA
72
LM Advisors
California
$533K – – –
IF
73
Integrity Financial
Wyoming
$528K -$18K -418 -3%
FCM
74
Fourpath Capital Management
Oklahoma
$526K +$508K +11,830 New
MCWS
75
McKinley Carter Wealth Services
West Virginia
$484K – – –
1 2
3
4 5

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.