FT Vest US Equity Buffer ETF July
FJUL
115 hedge funds and large institutions have $280M invested in FT Vest US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 16 closing their positions.
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
11% more capital invested
Capital invested by funds: $251M → $280M (+$28.6M)
4% more funds holding
Funds holding: 111 → 115 (+4)
6% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 35
4.93% less ownership
Funds ownership: 49.31% → 44.38% (-4.9%)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$25.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$8.33M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.53M |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$3.15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.2M |
| 2 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$10.3M |
| 3 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$6.86M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$6.1M |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$5.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGWM
126
Pitti Group Wealth Management
Victor,
New York
| – | -$244K | -6,354 | Closed |
|
|
AWA
127
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$221K | -5,760 | Closed |
|
|
LPT
128
Legacy Private Trust
Neenah,
Wisconsin
| – | -$212K | -5,530 | Closed |
|
|
OLVIG
129
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2.15K | -56 | Closed |
|
|
RWPA
130
Richard W. Paul & Associates
Novi,
Michigan
| – | -$499 | -13 | Closed |
|
131
Wells Fargo
San Francisco,
California
| – | -$422 | -11 | Closed |
|
FJUL Hedge Fund Activity: Q4 2023 in Review
115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q4 2023, worth a combined $280M — up 11% from $251M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FJUL positions and 16 closed out — a net gain of 5 holders — while 33 added to existing stakes and 35 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $25.1M. The largest seller was AE Wealth Management, cutting an estimated $12.2M.
- 115 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q4 2023, up from 111 in Q3 2023.
- Funds reported $280M of FT Vest US Equity Buffer ETF July stock for Q4 2023, up 11% quarter-over-quarter.
- 21 funds opened new FT Vest US Equity Buffer ETF July positions in Q4 2023 and 16 closed out, a net change of +5 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $25.1M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q4 2023 was AE Wealth Management, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2023.