FT Vest US Equity Buffer ETF July
FJUL
111 hedge funds and large institutions have $251M invested in FT Vest US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 13 reducing their positions, and 10 closing their positions.
262% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 13
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
182% more capital invested
Capital invested by funds: $89.1M → $251M (+$162M)
26% more funds holding
Funds holding: 88 → 111 (+23)
16.78% more ownership
Funds ownership: 32.53% → 49.31% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.9M |
| 4 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$10.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$808K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$752K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$588K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$500K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$457K |
FJUL Hedge Fund Activity: Q3 2023 in Review
111 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q3 2023, worth a combined $251M — up 182% from $89.1M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FJUL positions and 10 closed out — a net gain of 23 holders — while 47 added to existing stakes and 13 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.7M. The largest seller was SMART Wealth, cutting an estimated $808K.
- 111 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q3 2023, up from 88 in Q2 2023.
- Funds reported $251M of FT Vest US Equity Buffer ETF July stock for Q3 2023, up 182% quarter-over-quarter.
- 33 funds opened new FT Vest US Equity Buffer ETF July positions in Q3 2023 and 10 closed out, a net change of +23 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q3 2023 was AE Wealth Management, an estimated $13.7M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q3 2023 was SMART Wealth, an estimated $808K sold.
Based on aggregated 13F filings for Q3 2023.