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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
AWM
51
AE Wealth Management
Kansas
$1.02M +$245K +5,266 +33%
BFG
52
Bouchey Financial Group
New York
$969K +$939K +20,143 New
OC
53
Oppenheimer & Co
New York
$955K +$925K +19,846 New
JSW
54
Journey Strategic Wealth
New Jersey
$901K +$873K +18,730 New
AWS
55
Atria Wealth Solutions
New York
$831K -$42.1K -903 -5%
SB
56
Strategic Blueprint
Georgia
$821K +$495K +10,614 +165%
AAS
57
Ameritas Advisory Services
Nebraska
$807K +$330K +7,080 +73%
FA
58
Flagstar Advisors
New York
$806K -$44.2K -949 -5%
SCA
59
Sage Capital Advisors
South Dakota
$796K +$157K +3,373 +26%
KPWS
60
Kestra Private Wealth Services
Texas
$762K
SS
61
Sunbelt Securities
Texas
$731K +$8.85K +190 +1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$695K +$166K +3,566 +33%
HI
63
Harbour Investments
Wisconsin
$692K -$112K -2,410 -14%
NS
64
NBC Securities
Alabama
$677K +$156K +3,351 +31%
SAW
65
Signal Advisors Wealth
Michigan
$662K +$641K +13,766 New
SWA
66
SOA Wealth Advisors
New York
$636K +$148K +3,169 +32%
NA
67
NewEdge Advisors
Louisiana
$616K -$52.7K -1,131 -8%
DFA
68
DHJJ Financial Advisors
Illinois
$596K +$30.9K +663 +6%
LA
69
LM Advisors
California
$577K
CWG
70
Crown Wealth Group
North Carolina
$563K +$545K +11,699 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$539K -$1.08M -23,220 -67%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$535K +$232K +4,984 +81%
TLA
73
Tanglewood Legacy Advisors
Texas
$519K
BCM
74
Brookstone Capital Management
Illinois
$512K +$496K +10,652 New
KWA
75
Kingswood Wealth Advisors
California
$499K +$484K +10,390 New

FJUL Hedge Fund Activity: Q3 2024 in Review

145 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q3 2024, worth a combined $329M — up 49% from $221M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FJUL positions and 9 closed out — a net gain of 34 holders — while 60 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $14.4M.

  • 145 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q3 2024, up from 112 in Q2 2024.
  • Funds reported $329M of FT Vest US Equity Buffer ETF July stock for Q3 2024, up 49% quarter-over-quarter.
  • 43 funds opened new FT Vest US Equity Buffer ETF July positions in Q3 2024 and 9 closed out, a net change of +34 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q3 2024 was Envestnet Asset Management, an estimated $17.1M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q3 2024 was Commonwealth Equity Services, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2024.