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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
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$298K -$17.9K -400 -6%
SB
77
Strategic Blueprint
Georgia
$297K -$66.3K -1,481 -19%
Wolverine Trading
78
Wolverine Trading
Illinois
$293K +$285K +6,370 New
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$283K -$208K -4,650 -43%
Citadel Advisors
80
Citadel Advisors
Florida
$276K -$453K -10,117 -63%
ACMA
81
Arbor Capital Management (Alaska)
Alaska
$263K
FFA
82
Fragasso Financial Advisors
Pennsylvania
$261K
RA
83
RFG Advisory
Alabama
$259K -$4.48K -100 -2%
TA
84
TFB Advisors
Kansas
$258K +$251K +5,605 New
ACA
85
Aptus Capital Advisors
Alabama
$258K -$538 -12 -0.2%
VBFP
86
Valtinson Bruner Financial Planning
Minnesota
$245K
EWM
87
EPG Wealth Management
Georgia
$241K -$480K -10,725 Closed
PFS
88
Prospera Financial Services
Texas
$228K -$896 -20 -0.4%
SWM
89
SeaCrest Wealth Management
New York
$222K
TCA
90
Transcend Capital Advisors
New Jersey
$216K
DI
91
Diligent Investors
California
$211K
OAJ
92
Ogorek Anthony Joseph
New York
$187K -$5.87K -131 -3%
CP
93
Castleview Partners
Texas
$136K
FNWA
94
Financial Network Wealth Advisors
Utah
$123K +$119K +2,667 New
CFGS
95
Concourse Financial Group Securities
Alabama
$121K -$5.69K -127 -5%
WWM
96
Wolff Wiese Magana
California
$115K
GEA
97
Glen Eagle Advisors
New Jersey
$92.1K
Morgan Stanley
98
Morgan Stanley
New York
$82.9K
MG
99
Mather Group
Illinois
$77.9K +$78.5K +1,753 New
AIC
100
Archer Investment Corporation
Indiana
$76.3K