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FT Vest US Equity Deep Buffer ETF January

52 hedge funds and large institutions have $76.2M invested in FT Vest US Equity Deep Buffer ETF January in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $58.5M → $76.2M (+$17.7M)

17.22% more ownership

Funds ownership: 35.06%52.28% (+17%)

13% more funds holding

Funds holding: 4652 (+6)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
14
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$493K -$81.3K -2,677 -14%
SPI
27
Santori & Peters Inc
Pennsylvania
$423K
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$423K -$37.8K -1,245 -8%
MA
29
Mutual Advisors
Nebraska
$423K
Jane Street
30
Jane Street
New York
$390K -$191K -6,298 -33%
CF
31
Centaurus Financial
California
$358K
KWM
32
KFG Wealth Management
Indiana
$345K +$346K +11,371 New
AAS
33
Ameritas Advisory Services
Nebraska
$329K -$9.63K -317 -3%
SG
34
StoneX Group
New York
$322K +$322K +10,599 New
KAS
35
Kestra Advisory Services
Texas
$308K -$92.2K -3,033 -23%
BCM
36
Brookstone Capital Management
Illinois
$297K +$1.28K +42 +0.4%
AF
37
Advisornet Financial
Minnesota
$239K -$232K -7,649 -49%
KWM
38
Kingsview Wealth Management
Oregon
$237K -$130K -4,276 -35%
AWM
39
Apollon Wealth Management
South Carolina
$215K +$8.87K +292 +4%
CA
40
Cetera Advisors
Colorado
$206K
1SB
41
1ST Source Bank
Indiana
$203K +$203K +6,682 New
IF
42
Integrity Financial
Wyoming
$147K -$153K -5,036 -51%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$135K
MIM
44
MTM Investment Management
South Carolina
$125K -$15.2K -500 -11%
UBS Group
45
UBS Group
Switzerland
$64.3K -$21.7K -715 -25%
MCC
46
Money Concepts Capital
Florida
$47.1K +$47.1K +1,551 New
JP Morgan Chase
47
JP Morgan Chase
New York
$45K +$44.6K +1,468 New
GEA
48
Glen Eagle Advisors
New Jersey
$9.11K
EWM
49
EPG Wealth Management
Georgia
$7.59K +$7.6K +250 New
BAM
50
Belpointe Asset Management
Nevada
$1.46K +$1.46K +48 New

DJAN Hedge Fund Activity: Q4 2022 in Review

52 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2022, worth a combined $76.2M — up 30% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DJAN positions and 9 closed out — a net gain of 8 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Beacon Financial Group, opening a new position worth an estimated $6.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.76M sold.

  • 52 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $76.2M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2022, up 30% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2022 was Beacon Financial Group, an estimated $6.1M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2022 was Old Mission Capital, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2022.