FT Vest US Equity Buffer ETF July
FJUL
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.
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: 56 → 80 (+24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.09M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$5.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.06M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.9M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$664K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$471K |
| 5 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
76
Creative Financial Designs
Kokomo,
Indiana
| $9K | +$9.42K | +272 | New |
|
|
EWM
77
EPG Wealth Management
Atlanta,
Georgia
| $7K | +$7.79K | +225 | New |
|
|
LFG
78
Larson Financial Group
St Louis,
Missouri
| $6K | +$6.93K | +200 | New |
|
|
HBW
79
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $4K | +$3.71K | +107 | New |
|
|
MOS
80
MGO One Seven
Beachwood,
Ohio
| $308 | +$103K | +2,961 | +45% |
|
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.32M | -39,890 | Closed |
|
|
CW
82
CreativeOne Wealth
Overland Park,
Kansas
| – | -$664K | -20,081 | Closed |
|
|
SPI
83
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$436K | -13,185 | Closed |
|
|
TCM
84
Triumph Capital Management
Denver,
Colorado
| – | -$340K | -10,275 | Closed |
|
|
TCA
85
Transcend Capital Advisors
Madison,
New Jersey
| – | -$200K | -6,050 | Closed |
|
|
PFGIA
86
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$102K | -3,075 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$41K | -1,238 | Closed |
|
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.