FT Vest US Equity Buffer ETF July
FJUL
81 hedge funds and large institutions have $96.6M invested in FT Vest US Equity Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
1% more funds holding
Funds holding: 80 → 81 (+1)
4% more capital invested
Capital invested by funds: $93.2M → $96.6M (+$3.37M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 27
1,107.02% less ownership
Funds ownership: 1,152.58% → 45.56% (-1,107%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.75M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.57M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$696K |
| 4 |
Goldman Sachs
New York
|
+$588K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$5.34M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.14M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.19M |
| 4 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$707K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$650K |
FJUL Hedge Fund Activity: Q4 2022 in Review
81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q4 2022, worth a combined $96.6M — up 3.6% from $93.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FJUL positions and 9 closed out — a net gain of 5 holders — while 18 added to existing stakes and 27 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.75M. The largest seller was Legacy Private Trust, cutting an estimated $5.34M.
- 81 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q4 2022, up from 80 in Q3 2022.
- Funds reported $96.6M of FT Vest US Equity Buffer ETF July stock for Q4 2022, up 3.6% quarter-over-quarter.
- 14 funds opened new FT Vest US Equity Buffer ETF July positions in Q4 2022 and 9 closed out, a net change of +5 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q4 2022 was AE Wealth Management, an estimated $6.75M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q4 2022 was Legacy Private Trust, an estimated $5.34M sold.
Based on aggregated 13F filings for Q4 2022.