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FT Vest US Equity Buffer ETF July

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: 14 (+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: 115131 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$249K +$117K +2,712 +94%
FHC
102
First Heartland Consultants
Missouri
$237K -$500K -11,622 -69%
VBFP
103
Valtinson Bruner Financial Planning
Minnesota
$236K -$275K -6,401 -55%
SW
104
SMART Wealth
Nebraska
$229K +$221K +5,146 New
PFS
105
Prospera Financial Services
Texas
$221K +$430 +10 +0.2%
SWM
106
SeaCrest Wealth Management
New York
$214K +$207K +4,814 New
TCA
107
Transcend Capital Advisors
New Jersey
$209K -$45.1K -1,050 -18%
KWA
108
Kingswood Wealth Advisors
California
$206K +$199K +4,640 New
DI
109
Diligent Investors
California
$203K +$197K +4,575 New
OAJ
110
Ogorek Anthony Joseph
New York
$186K -$108K -2,506 -37%
CP
111
Castleview Partners
Texas
$131K
CFGS
112
Concourse Financial Group Securities
Alabama
$123K -$8.64K -201 -7%
WWM
113
Wolff Wiese Magana
California
$111K
GEA
114
Glen Eagle Advisors
New Jersey
$88.9K
Morgan Stanley
115
Morgan Stanley
New York
$80K -$77.4K -1,800 -50%
PS
116
Principal Securities
Iowa
$74.4K
AIC
117
Archer Investment Corporation
Indiana
$73.6K
Bank of America
118
Bank of America
North Carolina
$68.5K
UBS Group
119
UBS Group
Switzerland
$68.1K -$26K -605 -28%
TCWA
120
Turtle Creek Wealth Advisors
Texas
$54.6K
GWM
121
Geneos Wealth Management
Colorado
$37.8K
CFFP
122
Center for Financial Planning
Michigan
$26.7K +$25.8K +600 New
LFG
123
Larson Financial Group
Missouri
$26K
CFD
124
Creative Financial Designs
Indiana
$12.1K
PMFA
125
Plante Moran Financial Advisors
Michigan
$9.69K +$9.37K +218 New

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.