We are live on ! Find out more
FJUL icon

FT Vest US Equity Buffer ETF July

56 hedge funds and large institutions have $53.4M invested in FT Vest US Equity Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 5856 (-2)

22% less capital invested

Capital invested by funds: $68.5M → $53.4M (-$15.1M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

112.23% less ownership

Funds ownership: 759.91%647.68% (-112%)

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$21.4M -$1.18M -34,535 -5%
BCM
2
Beck Capital Management
Texas
$3.57M -$146K -4,274 -4%
OIA
3
OneDigital Investment Advisors
Kansas
$2.54M +$117K +3,420 +5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.39M +$11.5K +336 +0.5%
AWM
5
AE Wealth Management
Kansas
$1.4M +$151K +4,434 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.36M +$28.3K +829 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.32M +$1.36M +39,890 New
CA
8
Cetera Advisors
Colorado
$1.16M -$286K -8,383 -19%
KAS
9
Kestra Advisory Services
Texas
$1.05M -$98.2K -2,880 -8%
FWM
10
Frontier Wealth Management
Missouri
$965K -$33.8K -990 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$939K -$352K -10,307 -27%
OMC
12
Old Mission Capital
Illinois
$853K +$425K +12,470 +94%
APW
13
Aurora Private Wealth
New Jersey
$808K +$164K +4,803 +24%
AIC
14
Archer Investment Corporation
Indiana
$724K
T
15
TRUADVICE
Florida
$677K -$273 -8 -0%
CW
16
CreativeOne Wealth
Kansas
$664K +$685K +20,081 New
WS
17
Wedbush Securities
California
$641K -$7.84K -230 -1%
FPWM
18
FSB Premier Wealth Management
Iowa
$639K -$3.72K -109 -0.6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$630K -$296K -8,668 -31%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$605K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$574K +$326K +9,566 +123%
DFA
22
DHJJ Financial Advisors
Illinois
$492K
HI
23
Harbour Investments
Wisconsin
$476K +$491K +14,395 New
CWS
24
Cypress Wealth Services
California
$470K
KWS
25
Keystone Wealth Services
California
$463K

FJUL Hedge Fund Activity: Q2 2022 in Review

56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q2 2022, worth a combined $53.4M — down 22% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FJUL and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.36M. The largest seller was Avestar Capital, exiting entirely with an estimated $4.21M sold.

  • 56 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q2 2022, down from 58 in Q1 2022.
  • Funds reported $53.4M of FT Vest US Equity Buffer ETF July stock for Q2 2022, down 22% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Buffer ETF July positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q2 2022 was Susquehanna International Group, an estimated $1.36M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q2 2022 was Avestar Capital, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2022.