We are live on ! Find out more
FJUL icon

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
SCA
51
Sage Capital Advisors
South Dakota
$607K -$255K -5,691 -30%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$567K -$41.2K -920 -7%
IF
53
Integrity Financial
Wyoming
$557K +$9.68K +216 +2%
LA
54
LM Advisors
California
$553K
DFA
55
DHJJ Financial Advisors
Illinois
$540K -$113K -2,520 -18%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$502K
TLA
57
Tanglewood Legacy Advisors
Texas
$497K -$172K -3,850 -26%
NS
58
NBC Securities
Alabama
$494K
SWA
59
SOA Wealth Advisors
New York
$463K
SW
60
SMART Wealth
Nebraska
$456K +$213K +4,755 +92%
AAS
61
Ameritas Advisory Services
Nebraska
$447K +$22.5K +502 +5%
IA
62
IFP Advisors
Florida
$435K +$55.9K +1,248 +15%
FI
63
FWG Investments
Kentucky
$426K -$70K -1,562 -14%
BFA
64
Beacon Financial Advisory
Ohio
$421K
CA
65
CoreCap Advisors
Michigan
$406K +$45.7K +1,019 +13%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$404K
SG
67
StoneX Group
New York
$401K -$4.17K -93 -1%
HF
68
HRT Financial
New York
$400K -$500K -11,159 -56%
OWA
69
Outlook Wealth Advisors
Texas
$381K -$480K -10,713 -54%
Cerity Partners
70
Cerity Partners
New York
$374K
MA
71
Mutual Advisors
Nebraska
$361K +$72.3K +1,613 +26%
CF
72
Centaurus Financial
California
$355K
FPWM
73
FSB Premier Wealth Management
Iowa
$349K -$244K -5,452 -42%
BRWA
74
B. Riley Wealth Advisors
Florida
$339K -$1.25M -27,984 -79%
NFG
75
Nations Financial Group
Iowa
$302K -$45 -1 -0%