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FT Vest US Equity Deep Buffer ETF January
DJAN

84 hedge funds and large institutions have $171M invested in FT Vest US Equity Deep Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

81% more capital invested

Capital invested by funds: $94.7M → $171M (+$76.6M)

40% more funds holding

Funds holding: 60 → 84 (+24)

3.96% more ownership

Funds ownership: 58.78% → 62.74% (+4%)

Holders
84
Holders Change
+24
Holders Change %
+40%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
32
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAMC
Spectrum Asset Management (California)
California
+$13M
2
PFS
Prospera Financial Services
Texas
+$9.86M
3
SW
SMART Wealth
Nebraska
+$8.23M
4
ASN
Advisory Services Network
Georgia
+$6.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$16.1M
2
BCM
Brookstone Capital Management
Illinois
-$1M
3
MSFS
Main Street Financial Solutions
Pennsylvania
-$618K
4
OMC
Old Mission Capital
Illinois
-$540K
5
AWM
Axxcess Wealth Management
California
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Principal Securities
Iowa
$26.5K +$21.1K +600 +444%
SPIA
77
Steward Partners Investment Advisory
New York
$17.7K – – –
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.6K +$11.4K +323 New
GEA
79
Glen Eagle Advisors
New Jersey
$10.8K – – –
EWM
80
EPG Wealth Management
Georgia
$9.01K – – –
SWA
81
SOA Wealth Advisors
New York
$6.45K – – –
IPW
82
Impact Partnership Wealth
Georgia
$3.46K -$76.6K -2,172 -96%
FFA
83
Farther Finance Advisors
California
$1.3K – – –
OLVIG
84
Oliver Lagore Vanvalin Investment Group
Michigan
$216 – – –
AWM
85
Axxcess Wealth Management
California
– -$434K -12,567 Closed
CAAS
86
Capital Asset Advisory Services
Michigan
– -$434K -12,567 Closed
MI
87
Motiv8 Investments
Florida
– -$416K -12,024 Closed
1 2 3
4

DJAN Hedge Fund Activity: Q1 2024 in Review

84 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q1 2024, worth a combined $171M — up 81% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DJAN positions and 3 closed out — a net gain of 24 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Spectrum Asset Management (California), opening a new position worth an estimated $13M. The largest seller was AE Wealth Management, cutting an estimated $16.1M.

  • 84 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $171M of FT Vest US Equity Deep Buffer ETF January stock for Q1 2024, up 81% quarter-over-quarter.
  • 27 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q1 2024 and 3 closed out, a net change of +24 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q1 2024 was Spectrum Asset Management (California), an estimated $13M added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q1 2024 was AE Wealth Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.