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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
FPWM
76
FSB Premier Wealth Management
Iowa
$482K +$114K +2,447 +32%
Jane Street
77
Jane Street
New York
$482K -$171K -3,669 -27%
HOWA
78
Heritage Oak Wealth Advisors
Florida
$481K +$466K +10,000 New
NWWA
79
New Wave Wealth Advisors
Arkansas
$481K +$466K +10,000 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$478K +$423K +9,074 +1,063%
IA
81
IFP Advisors
Florida
$472K +$17.2K +370 +4%
CA
82
CoreCap Advisors
Michigan
$468K +$42.1K +903 +10%
SA
83
Sanctuary Advisors
Indiana
$458K +$434K +9,316 New
OWA
84
Outlook Wealth Advisors
Texas
$442K
PFS
85
Prospera Financial Services
Texas
$433K +$189K +4,056 +82%
HighTower Advisors
86
HighTower Advisors
Illinois
$429K +$416K +8,936 New
MOS
87
MGO One Seven
Ohio
$426K +$412K +8,851 New
BFA
88
Beacon Financial Advisory
Ohio
$420K -$20K -430 -5%
CF
89
Centaurus Financial
California
$395K +$24.1K +517 +7%
Cerity Partners
90
Cerity Partners
New York
$390K
MA
91
Mutual Advisors
Nebraska
$377K -$932 -20 -0.3%
CAG
92
Csenge Advisory Group
Florida
$357K +$344K +7,385 New
BRWA
93
B. Riley Wealth Advisors
Florida
$356K +$4.01K +86 +1%
TA
94
TFB Advisors
Kansas
$353K +$80.2K +1,722 +31%
SWP
95
Summit Wealth Partners
Florida
$349K +$338K +7,255 New
NFG
96
Nations Financial Group
Iowa
$339K +$23.2K +498 +8%
ACMA
97
Arbor Capital Management (Alaska)
Alaska
$338K +$62.6K +1,343 +24%
FFS
98
Founders Financial Securities
Maryland
$328K +$317K +6,808 New
NAS
99
NWF Advisory Services
California
$314K +$304K +6,525 New
WFS
100
WealthGarden F.S.
California
$312K -$506K -10,867 -63%

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.