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FT Vest US Equity Deep Buffer ETF January
DJAN

81 hedge funds and large institutions have $121M invested in FT Vest US Equity Deep Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 83 → 81 (-2)

5.79% less ownership

Funds ownership: 58.13% → 52.34% (-5.8%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

22% less capital invested

Capital invested by funds: $156M → $121M (-$35M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

64% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 33

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
12
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFS
Commonwealth Financial Services
West Virginia
+$636K
2
HF
HRT Financial
New York
+$541K
3
Jane Street
Jane Street
New York
+$418K
4
JP Morgan Chase
JP Morgan Chase
New York
+$371K
5
PCG
Prosperity Consulting Group
Maryland
+$340K

Top Sellers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
-$12.3M
2
SAMC
Spectrum Asset Management (California)
California
-$6.79M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.95M
4
Truist Financial
Truist Financial
North Carolina
-$4.94M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
51
FSB Premier Wealth Management
Iowa
$302K – – –
MAG
52
Mayfair Advisory Group
Alabama
$286K – – –
ACMA
53
Arbor Capital Management (Alaska)
Alaska
$265K -$2.25K -60 -0.9%
RJA
54
Raymond James & Associates
Florida
$254K – – –
Mariner
55
Mariner
Kansas
$245K +$241K +6,420 New
IP
56
Ignite Planners
California
$241K – – –
PSCM
57
Per Stirling Capital Management
Texas
$222K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$208K – – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$197K -$14.4K -383 -7%
SS
60
Sunbelt Securities
Texas
$183K – – –
GWM
61
Geneos Wealth Management
Colorado
$183K +$179K +4,782 New
CF
62
Centaurus Financial
California
$180K -$18.7K -500 -10%
MIM
63
MTM Investment Management
South Carolina
$122K – – –
TLA
64
Tanglewood Legacy Advisors
Texas
$115K – – –
DFA
65
DHJJ Financial Advisors
Illinois
$108K – – –
Barclays
66
Barclays
United Kingdom
$63.3K +$62.1K +1,657 New
CAM
67
Creekmur Asset Management
Illinois
$61K – – –
CA
68
CoreCap Advisors
Michigan
$43.4K +$5.62K +150 +15%
NS
69
NBC Securities
Alabama
$40K – – –
UBS Group
70
UBS Group
Switzerland
$33.3K -$2.85K -76 -8%
LFG
71
Larson Financial Group
Missouri
$33K -$5.62K -150 -15%
AA
72
AlphaMark Advisors
Kentucky
$24K – – –
PS
73
Principal Securities
Iowa
$22.9K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$18.7K – – –
GEA
75
Glen Eagle Advisors
New Jersey
$11.5K – – –
1 2
3
4

DJAN Hedge Fund Activity: Q3 2024 in Review

81 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q3 2024, worth a combined $121M — down 22% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DJAN and 9 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 12 added.

The largest buyer was Commonwealth Financial Services, adding an estimated $636K. The largest seller was SMART Wealth, cutting an estimated $12.3M.

  • 81 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q3 2024, down from 83 in Q2 2024.
  • Funds reported $121M of FT Vest US Equity Deep Buffer ETF January stock for Q3 2024, down 22% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q3 2024 and 11 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q3 2024 was Commonwealth Financial Services, an estimated $636K added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q3 2024 was SMART Wealth, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.