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FT Vest US Equity Buffer ETF July

131 hedge funds and large institutions have $369M invested in FT Vest US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $280M → $369M (+$89.4M)

14% more funds holding

Funds holding: 115131 (+16)

5.1% more ownership

Funds ownership: 44.38%49.48% (+5.1%)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
32
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$43.1M +$41.7M +970,130 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.9M +$17.2M +400,602 +161%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$23.8M -$385K -8,951 -2%
AIM
4
Astor Investment Management
Illinois
$22.5M +$21.8M +506,523 New
MC
5
McCarthy & Cox
Ohio
$17.8M +$17.2M +401,129 New
Osaic Holdings
6
Osaic Holdings
Arizona
$16.1M +$2.31M +53,834 +18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.6M -$27.5M -638,863 -64%
RJA
8
Raymond James & Associates
Florida
$14.3M -$169K -3,927 -1%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$13.4M -$1.43M -33,333 -10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.7M +$6.59M +153,428 +139%
GWM
11
GDS Wealth Management
Texas
$7.73M +$285K +6,642 +4%
CW
12
CreativeOne Wealth
Kansas
$7.59M -$1.57M -36,572 -18%
AI
13
Atria Investments
North Carolina
$7.13M +$6.89M +160,333 New
AC
14
AIFG Consultants
New York
$6.77M -$553K -12,861 -8%
NA
15
NewEdge Advisors
Louisiana
$5.62M -$84.1K -1,957 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$5.59M +$88K +2,048 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$5.52M -$79.9K -1,860 -1%
CAN
18
Cetera Advisor Networks
California
$4.69M -$79.4K -1,847 -2%
LPL Financial
19
LPL Financial
California
$4.51M +$655K +15,239 +18%
MW
20
MBL Wealth
North Carolina
$4.48M +$1.3M +30,200 +43%
LCGC
21
Legacy Capital Group California
California
$4.24M +$4.1M +95,500 New
CA
22
Cetera Advisors
Colorado
$4.13M -$3.91M -90,975 -49%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4M -$1.1M -25,498 -22%
FSA
24
Financial Services Advisory
Maryland
$3.79M +$239K +5,553 +7%
SI
25
Stephens Inc
Arkansas
$3.68M -$103K -2,396 -3%

FJUL Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q1 2024, worth a combined $369M — up 32% from $280M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FJUL positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 46 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $41.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $27.5M.

  • 131 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $369M of FT Vest US Equity Buffer ETF July stock for Q1 2024, up 32% quarter-over-quarter.
  • 26 funds opened new FT Vest US Equity Buffer ETF July positions in Q1 2024 and 10 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Buffer ETF July buyer in Q1 2024 was Wells Fargo, an estimated $41.7M added.
  • The largest FT Vest US Equity Buffer ETF July seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q1 2024.