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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
OAJ
126
Ogorek Anthony Joseph
New York
$195K
CP
127
Castleview Partners
Texas
$142K
FNWA
128
Financial Network Wealth Advisors
Utah
$141K +$11.9K +255 +10%
CFD
129
Creative Financial Designs
Indiana
$134K +$117K +2,514 +924%
PS
130
Principal Securities
Iowa
$131K +$65.1K +1,397 +106%
Barclays
131
Barclays
United Kingdom
$128K +$124K +2,666 New
GJWM
132
Gilliland Jeter Wealth Management
Arkansas
$104K +$101K +2,169 New
GEA
133
Glen Eagle Advisors
New Jersey
$96.2K
CA
134
Continuum Advisory
Idaho
$91K +$86.5K +1,857 New
AIC
135
Archer Investment Corporation
Indiana
$79.7K
Bank of America
136
Bank of America
North Carolina
$74.1K
JIP
137
Jaffetilchin Investment Partners
Florida
$50.3K +$48.7K +1,046 New
GWM
138
Geneos Wealth Management
Colorado
$40.9K
JP Morgan Chase
139
JP Morgan Chase
New York
$32.9K +$4.61K +99 +17%
CFFP
140
Center for Financial Planning
Michigan
$28.9K
AIP
141
Ameritas Investment Partners
Nebraska
$26.5K +$25.6K +550 New
Comerica Bank
142
Comerica Bank
Texas
$12.4K +$4.75K +102 +66%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.6K +228 New
LFG
144
Larson Financial Group
Missouri
$9.62K -$18K -386 -66%
HBW
145
Hazlett, Burt & Watson
West Virginia
$5K
UBS Group
146
UBS Group
Switzerland
-$695K -15,084 Closed
CWS
147
Cypress Wealth Services
California
-$655K -14,214 Closed
OMC
148
Old Mission Capital
Illinois
-$642K -13,940 Closed
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
-$404K -8,763 Closed
HF
150
HRT Financial
New York
-$400K -8,695 Closed

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.