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FT Vest US Equity Buffer ETF July

80 hedge funds and large institutions have $93.2M invested in FT Vest US Equity Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

504.9% more ownership

Funds ownership: 647.68%1,152.58% (+505%)

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

75% more capital invested

Capital invested by funds: $53.4M → $93.2M (+$39.8M)

43% more funds holding

Funds holding: 5680 (+24)

Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
28
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.8M -$2.32M -67,108 -10%
AWM
2
AE Wealth Management
Kansas
$8.02M +$7.09M +204,732 +482%
LPT
3
Legacy Private Trust
Wisconsin
$5.44M +$5.8M +167,569 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.3M +$5.06M +146,169 +843%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.06M +$2.9M +83,866 +204%
BCM
6
Beck Capital Management
Texas
$3.42M -$81.5K -2,354 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.78M +$471K +13,588 +19%
OMC
8
Old Mission Capital
Illinois
$2.5M +$1.77M +51,250 +199%
OIA
9
OneDigital Investment Advisors
Kansas
$2.49M -$3.01K -87 -0.1%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$2.41M +$2.57M +74,348 New
KAS
11
Kestra Advisory Services
Texas
$2.05M +$1.09M +31,483 +99%
KCIA
12
Kingsbury Capital Investment Advisors
Illinois
$1.92M +$2.05M +59,056 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.86M +$1.68M +48,571 +554%
CA
14
Cetera Advisors
Colorado
$1.85M +$759K +21,919 +63%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.67M +$1.13M +32,504 +171%
SPC
16
Sigma Planning Corp
Michigan
$1.51M +$1.61M +46,626 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.43M +41,183 New
ARC
18
Advisor Resource Council
Texas
$1.19M +$1.27M +36,531 New
TGAM
19
TBH Global Asset Management
Tennessee
$1.16M +$1.24M +35,805 New
WS
20
Wedbush Securities
California
$1.15M +$551K +15,916 +82%
SPIA
21
Steward Partners Investment Advisory
New York
$955K +$1.02M +29,439 New
RJA
22
Raymond James & Associates
Florida
$948K +$1.01M +29,219 New
APW
23
Aurora Private Wealth
New Jersey
$818K +$28K +810 +3%
Truist Financial
24
Truist Financial
North Carolina
$755K +$806K +23,267 New
CAN
25
Cetera Advisor Networks
California
$748K +$418K +12,057 +110%

FJUL Hedge Fund Activity: Q3 2022 in Review

80 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q3 2022, worth a combined $93.2M — up 75% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FJUL positions and 8 closed out — a net gain of 25 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.09M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.32M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q3 2022, up from 56 in Q2 2022.
  • Funds reported $93.2M of FT Vest US Equity Buffer ETF July stock for Q3 2022, up 75% quarter-over-quarter.
  • 33 funds opened new FT Vest US Equity Buffer ETF July positions in Q3 2022 and 8 closed out, a net change of +25 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q3 2022 was AE Wealth Management, an estimated $7.09M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2022.