FT Vest US Equity Buffer ETF July
FJUL
112 hedge funds and large institutions have $221M invested in FT Vest US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 62 reducing their positions, and 25 closing their positions.
15% less funds holding
Funds holding: 131 → 112 (-19)
17.64% less ownership
Funds ownership: 49.48% → 31.85% (-18%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
40% less capital invested
Capital invested by funds: $369M → $221M (-$148M)
68% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 25
82% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$11.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$625K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$607K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$43.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.5M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$22.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.36M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.13M |
FJUL Hedge Fund Activity: Q2 2024 in Review
112 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF July (FJUL) for Q2 2024, worth a combined $221M — down 40% from $369M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of FJUL and 8 opened new positions — a net loss of 17 holders — while 62 trimmed existing stakes and 11 added.
The largest buyer was Financial Services Advisory, adding an estimated $11.5M. The largest seller was Wells Fargo, exiting entirely with an estimated $43.1M sold.
- 112 institutional investors held FT Vest US Equity Buffer ETF July (FJUL) as of Q2 2024, down from 131 in Q1 2024.
- Funds reported $221M of FT Vest US Equity Buffer ETF July stock for Q2 2024, down 40% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Buffer ETF July positions in Q2 2024 and 25 closed out, a net change of -17 holders.
- The largest FT Vest US Equity Buffer ETF July buyer in Q2 2024 was Financial Services Advisory, an estimated $11.5M added.
- The largest FT Vest US Equity Buffer ETF July seller in Q2 2024 was Wells Fargo, an estimated $43.1M sold.
Based on aggregated 13F filings for Q2 2024.