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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
SG
101
StoneX Group
New York
$309K -$106K -2,283 -26%
CFGS
102
Concourse Financial Group Securities
Alabama
$289K +$157K +3,369 +128%
Citadel Advisors
103
Citadel Advisors
Florida
$287K -$1.49K -32 -0.5%
WAS
104
WESPAC Advisors SoCal
California
$282K +$273K +5,865 New
SWP
105
Semus Wealth Partners
Florida
$276K +$267K +5,734 New
Morgan Stanley
106
Morgan Stanley
New York
$273K +$180K +3,869 +215%
FFA
107
Fragasso Financial Advisors
Pennsylvania
$273K
RA
108
RFG Advisory
Alabama
$270K
ACA
109
Aptus Capital Advisors
Alabama
$266K -$3.5K -75 -1%
GM
110
GeoWealth Management
Illinois
$262K +$253K +5,439 New
HIM
111
Hanlon Investment Management
New Jersey
$259K +$251K +5,386 New
VBFP
112
Valtinson Bruner Financial Planning
Minnesota
$255K
EWM
113
EPG Wealth Management
Georgia
$251K +$243K +5,225 New
IP
114
Ignite Planners
California
$250K +$242K +5,192 New
SWM
115
SeaCrest Wealth Management
New York
$243K +$10.8K +232 +5%
ZIMP
116
Zimmermann Investment Management & Planning
Pennsylvania
$231K +$224K +4,799 New
TCA
117
Transcend Capital Advisors
New Jersey
$226K
FHC
118
First Heartland Consultants
Missouri
$222K -$9.97K -214 -4%
DI
119
Diligent Investors
California
$220K
SAI
120
Savvy Advisors Inc
New York
$218K +$211K +4,536 New
IFG
121
Independent Financial Group
California
$209K +$202K +4,343 New
CIA
122
Concurrent Investment Advisors
Florida
$208K +$202K +4,327 New
BCI
123
Brinker Capital Investments
Pennsylvania
$208K +$201K +4,323 New
OPS
124
Orion Portfolio Solutions
Nebraska
$208K +$201K +4,323 New
BPWM
125
Black Point Wealth Management
Florida
$203K +$197K +4,225 New

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.