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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
FI
76
FWG Investments
Kentucky
$480K -$4.38K -102 -0.9%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$480K +$55.1K +1,282 +13%
NS
78
NBC Securities
Alabama
$477K -$74.5K -1,733 -14%
EWM
79
EPG Wealth Management
Georgia
$477K – – –
SWA
80
SOA Wealth Advisors
New York
$447K -$30.7K -715 -7%
ARC
81
Advisor Resource Council
Texas
$432K -$1.93M -44,905 -81%
BFA
82
Beacon Financial Advisory
Ohio
$407K – – –
AAS
83
Ameritas Advisory Services
Nebraska
$402K +$395K +9,198 New
RCM
84
Raleigh Capital Management
North Carolina
$393K +$380K +8,848 New
SG
85
StoneX Group
New York
$391K +$6.58K +153 +2%
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$390K – – –
IA
87
IFP Advisors
Florida
$364K -$3.95K -92 -1%
Cerity Partners
88
Cerity Partners
New York
$360K – – –
SB
89
Strategic Blueprint
Georgia
$352K +$61.4K +1,429 +22%
CA
90
CoreCap Advisors
Michigan
$347K +$123K +2,873 +58%
CF
91
Centaurus Financial
California
$342K -$5.29K -123 -2%
LNC
92
Lincoln National Corp
Pennsylvania
$338K -$21.5K -500 -6%
BTWM
93
Baker Tilly Wealth Management
Wisconsin
$305K – – –
NFG
94
Nations Financial Group
Iowa
$291K -$215 -5 -0.1%
MA
95
Mutual Advisors
Nebraska
$276K – – –
WS
96
Wedbush Securities
California
$268K -$359K -8,350 -58%
AA
97
ACT Advisors
North Carolina
$260K – – –
RA
98
RFG Advisory
Alabama
$254K -$319K -7,430 -57%
ACMA
99
Arbor Capital Management (Alaska)
Alaska
$254K -$602 -14 -0.2%
FFA
100
Fragasso Financial Advisors
Pennsylvania
$252K – – –
2 3
4
5 6

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.