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FT Vest US Equity Deep Buffer ETF January
DJAN

83 hedge funds and large institutions have $156M invested in FT Vest US Equity Deep Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 84 → 83 (-1)

4.61% less ownership

Funds ownership: 62.74% → 58.13% (-4.6%)

9% less capital invested

Capital invested by funds: $171M → $156M (-$15M)

63% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 41

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
15
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
+$10.7M
2
AI
Atria Investments
North Carolina
+$1.47M
3
CFS
Commonwealth Financial Services
West Virginia
+$1.11M
4
OMC
Old Mission Capital
Illinois
+$615K
5
Jane Street
Jane Street
New York
+$349K

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$9.9M
2
SAMC
Spectrum Asset Management (California)
California
-$6.73M
3
SP
Sequent Planning
Nebraska
-$3.58M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.16M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.19M +$342K +9,438 +42%
CFS
27
Commonwealth Financial Services
West Virginia
$1.14M +$1.11M +30,531 New
OMC
28
Old Mission Capital
Illinois
$1.04M +$615K +16,953 +154%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$900K +$83.1K +2,293 +10%
KWS
30
Keystone Wealth Services
California
$870K -$245K -6,750 -22%
BTWM
31
Brass Tax Wealth Management
Ohio
$856K – – –
AWM
32
AE Wealth Management
Kansas
$758K +$79.4K +2,189 +12%
Jane Street
33
Jane Street
New York
$671K +$349K +9,627 +114%
CP
34
Camelot Portfolios
Ohio
$665K +$18.1K +500 +3%
SWM
35
Spire Wealth Management
Virginia
$626K -$36 -1 -0%
AAS
36
Avantax Advisory Services
Texas
$606K -$8.7K -240 -1%
AAS
37
Ameritas Advisory Services
Nebraska
$589K -$239K -6,600 -29%
BFG
38
Bouchey Financial Group
New York
$554K -$1.7K -47 -0.3%
IF
39
Integrity Financial
Wyoming
$532K +$22.3K +616 +4%
SPI
40
Santori & Peters Inc
Pennsylvania
$510K – – –
OAJ
41
Ogorek Anthony Joseph
New York
$427K -$2.21K -61 -0.5%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$409K -$21K -580 -5%
JP Morgan Chase
43
JP Morgan Chase
New York
$368K -$2.16M -59,440 -86%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$346K +$207K +5,716 +159%
CIAS
45
Capital Investment Advisory Services
North Carolina
$333K – – –
WIA
46
Wetzel Investment Advisors
Indiana
$319K – – –
JSW
47
Journey Strategic Wealth
New Jersey
$309K +$75.7K +2,089 +34%
MA
48
Mutual Advisors
Nebraska
$299K – – –
FPWM
49
FSB Premier Wealth Management
Iowa
$294K -$943 -26 -0.3%
MAG
50
Mayfair Advisory Group
Alabama
$281K -$172K -4,744 -39%
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DJAN Hedge Fund Activity: Q2 2024 in Review

83 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q2 2024, worth a combined $156M — down 8.8% from $171M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJAN positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 41 trimmed.

The largest buyer was SMART Wealth, adding an estimated $10.7M. The largest seller was Prospera Financial Services, cutting an estimated $9.9M.

  • 83 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q2 2024, down from 84 in Q1 2024.
  • Funds reported $156M of FT Vest US Equity Deep Buffer ETF January stock for Q2 2024, down 8.8% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q2 2024 and 6 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q2 2024 was SMART Wealth, an estimated $10.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q2 2024 was Prospera Financial Services, an estimated $9.9M sold.

Based on aggregated 13F filings for Q2 2024.