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FT Vest US Equity Deep Buffer ETF January

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: 22 (0)

1% less funds holding

Funds holding: 8483 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RC
51
Rovin Capital
Arizona
$267K
ACMA
52
Arbor Capital Management (Alaska)
Alaska
$261K -$2.1K -58 -0.8%
Citadel Advisors
53
Citadel Advisors
Florida
$251K -$757K -20,887 -76%
PFS
54
Prospera Financial Services
Texas
$248K -$9.9M -273,015 -98%
1SB
55
1ST Source Bank
Indiana
$248K
RJA
56
Raymond James & Associates
Florida
$247K -$5.18K -143 -2%
IP
57
Ignite Planners
California
$236K
SP
58
Sequent Planning
Nebraska
$230K -$3.58M -98,642 -94%
PSCM
59
Per Stirling Capital Management
Texas
$216K +$4.53K +125 +2%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$206K
BRWA
61
B. Riley Wealth Advisors
Florida
$202K -$764K -21,081 -79%
CW
62
CreativeOne Wealth
Kansas
$201K +$196K +5,402 New
CF
63
Centaurus Financial
California
$194K -$72.5K -2,000 -28%
SS
64
Sunbelt Securities
Texas
$178K
CB
65
Chris Bulman
California
$171K +$167K +4,614 New
MIM
66
MTM Investment Management
South Carolina
$119K
TLA
67
Tanglewood Legacy Advisors
Texas
$111K
DFA
68
DHJJ Financial Advisors
Illinois
$105K -$9.06K -250 -8%
CAM
69
Creekmur Asset Management
Illinois
$59.4K
NS
70
NBC Securities
Alabama
$39K
LFG
71
Larson Financial Group
Missouri
$37.7K
CA
72
CoreCap Advisors
Michigan
$36.7K -$435 -12 -1%
UBS Group
73
UBS Group
Switzerland
$35.2K -$64K -1,766 -65%
AA
74
AlphaMark Advisors
Kentucky
$23K -$30.8K -850 -58%
PS
75
Principal Securities
Iowa
$22.3K -$4.89K -135 -18%

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.