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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
Bank of America
101
Bank of America
North Carolina
$70.9K
PS
102
Principal Securities
Iowa
$61K -$15.7K -350 -21%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$39.3K +$38.3K +854 New
GWM
104
Geneos Wealth Management
Colorado
$39.2K
CFFP
105
Center for Financial Planning
Michigan
$27.6K
LFG
106
Larson Financial Group
Missouri
$27K
JP Morgan Chase
107
JP Morgan Chase
New York
$26.9K -$681K -15,199 -96%
CFD
108
Creative Financial Designs
Indiana
$12.5K
PCM
109
Penserra Capital Management
California
$8K -$45 -1 -0.6%
Comerica Bank
110
Comerica Bank
Texas
$7.14K -$1.21K -27 -15%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$5K
HBW
112
Hazlett, Burt & Watson
West Virginia
$5K
FHC
113
First Heartland Consultants
Missouri
$222 -$22K -491 -9%
Wells Fargo
114
Wells Fargo
California
-$43.1M -970,130 Closed
AIM
115
Astor Investment Management
Illinois
-$22.5M -506,523 Closed
AI
116
Atria Investments
North Carolina
-$7.13M -160,333 Closed
LCGC
117
Legacy Capital Group California
California
-$4.24M -95,500 Closed
LAS
118
Lloyd Advisory Services
Georgia
-$2.71M -61,012 Closed
GM
119
GeoWealth Management
Illinois
-$1.59M -35,708 Closed
ECA
120
Elevated Capital Advisors
Utah
-$1.23M -27,754 Closed
Bank of New York Mellon
121
Bank of New York Mellon
New York
-$682K -15,333 Closed
ASN
122
Advisory Services Network
Georgia
-$672K -15,114 Closed
TSS
123
Two Sigma Securities
New York
-$643K -14,467 Closed
AWM
124
Axxcess Wealth Management
California
-$609K -13,711 Closed
DC
125
Davenport & Co
Virginia
-$608K -13,669 Closed