FT Vest US Equity Buffer ETF July
FJUL
23 hedge funds and large institutions have $23.2M invested in FT Vest US Equity Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and closing their positions.
21% more funds holding
Funds holding: 19 → 23 (+4)
16.78% more ownership
Funds ownership: 265.03% → 281.81% (+17%)
13% more capital invested
Capital invested by funds: $20.6M → $23.2M (+$2.66M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$449K |
| 2 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
+$423K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$306K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$287K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$318K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$236K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$157K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$69.9K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$52.9K |
FJUL Hedge Fund Activity: Q4 2020 in Review
23 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q4 2020, worth a combined $23.2M — up 13% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FJUL positions and 0 closed out — a net gain of 6 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Cypress Wealth Services, opening a new position worth an estimated $449K. The largest seller was AE Wealth Management, cutting an estimated $318K.
- 23 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q4 2020, up from 19 in Q3 2020.
- Funds reported $23.2M of FT Vest US Equity Buffer ETF July stock for Q4 2020, up 13% quarter-over-quarter.
- 6 funds opened new FT Vest US Equity Buffer ETF July positions in Q4 2020 and 0 closed out, a net change of +6 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q4 2020 was Cypress Wealth Services, an estimated $449K added.
- The largest FT Vest US Equity Buffer ETF July seller in Q4 2020 was AE Wealth Management, an estimated $318K sold.
Based on aggregated 13F filings for Q4 2020.