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FT Vest US Equity Deep Buffer ETF January

60 hedge funds and large institutions have $94.7M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.38% more ownership

Funds ownership: 51.41%58.78% (+7.4%)

0% more capital invested

Capital invested by funds: $94.2M → $94.7M (+$412K)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 6160 (-1)

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$441K +$218K +6,541 +105%
AWM
27
Axxcess Wealth Management
California
$434K -$33.3K -1,000 -7%
CAAS
28
Capital Asset Advisory Services
Michigan
$434K -$33.3K -1,000 -7%
MI
29
Motiv8 Investments
Florida
$416K +$401K +12,024 New
RFG
30
REAP Financial Group
Texas
$401K +$386K +11,588 New
IF
31
Integrity Financial
Wyoming
$366K -$4.43K -133 -1%
WIA
32
Wetzel Investment Advisors
Indiana
$307K +$296K +8,878 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$302K -$33.3K -1,000 -10%
CIAS
34
Capital Investment Advisory Services
North Carolina
$299K -$79.1K -2,375 -22%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$284K +$274K +8,220 New
FPWM
36
FSB Premier Wealth Management
Iowa
$250K
CF
37
Centaurus Financial
California
$249K
1SB
38
1ST Source Bank
Indiana
$231K
Citadel Advisors
39
Citadel Advisors
Florida
$228K +$220K +6,602 New
TC
40
TownSquare Capital
Utah
$213K +$205K +6,160 New
NA
41
NewEdge Advisors
Louisiana
$209K +$200K +6,000 New
AAS
42
Ameritas Advisory Services
Nebraska
$203K -$383K -11,485 -67%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$192K -$3.83K -115 -2%
MIM
44
MTM Investment Management
South Carolina
$124K -$16.7K -500 -12%
DFA
45
DHJJ Financial Advisors
Illinois
$110K
IPW
46
Impact Partnership Wealth
Georgia
$78.4K -$235K -7,041 -76%
CAM
47
Creekmur Asset Management
Illinois
$55.3K +$53.3K +1,599 New
UBS Group
48
UBS Group
Switzerland
$43.1K +$41.6K +1,248 New
LFG
49
Larson Financial Group
Missouri
$35.1K
SS
50
Sunbelt Securities
Texas
$23.3K

DJAN Hedge Fund Activity: Q4 2023 in Review

60 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2023, worth a combined $94.7M — up 0.44% from $94.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DJAN and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 9 added.

The largest buyer was AE Wealth Management, adding an estimated $11.7M. The largest seller was Brookstone Capital Management, cutting an estimated $5.48M.

  • 60 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2023, down from 61 in Q3 2023.
  • Funds reported $94.7M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2023, up 0.44% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2023 and 12 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2023 was AE Wealth Management, an estimated $11.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2023 was Brookstone Capital Management, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2023.