FT Vest US Equity Buffer ETF July
FJUL
88 hedge funds and large institutions have $89.1M invested in FT Vest US Equity Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 11 closing their positions.
0% more funds holding
Funds holding: 88 → 88 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
14.95% less ownership
Funds ownership: 47.48% → 32.53% (-15%)
20% less capital invested
Capital invested by funds: $111M → $89.1M (-$22.2M)
77% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 43
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$2.67M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.05M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$571K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.2M |
| 2 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$4.72M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.98M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$2.73M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.47M |
FJUL Hedge Fund Activity: Q2 2023 in Review
88 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q2 2023, worth a combined $89.1M — down 20% from $111M a quarter earlier.
Fund positioning in FJUL was balanced in Q2 2023: 11 funds opened new positions, 11 closed out, 10 added to existing stakes and 43 trimmed.
The largest buyer was GDS Wealth Management, opening a new position worth an estimated $2.67M. The largest seller was AE Wealth Management, cutting an estimated $15.2M.
- 88 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $89.1M of FT Vest US Equity Buffer ETF July stock for Q2 2023, down 20% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Buffer ETF July positions in Q2 2023 and 11 closed out, a net change of 0 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q2 2023 was GDS Wealth Management, an estimated $2.67M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q2 2023 was AE Wealth Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2023.