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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
SPIA
76
Steward Partners Investment Advisory
New York
$18.2K – – –
GEA
77
Glen Eagle Advisors
New Jersey
$11.1K – – –
CFD
78
Creative Financial Designs
Indiana
$10.3K +$10.1K +278 New
EWM
79
EPG Wealth Management
Georgia
$9.28K -$9.06K -250 Closed
SWA
80
SOA Wealth Advisors
New York
$6.65K – – –
TWP
81
Triad Wealth Partners
Kansas
$3.68K +$3.59K +99 New
FFA
82
Farther Finance Advisors
California
$1.34K – – –
GLR
83
Great Lakes Retirement
Ohio
$916 +$907 +25 New
OLVIG
84
Oliver Lagore Vanvalin Investment Group
Michigan
$223 – – –
FIM
85
Freedom Investment Management
Connecticut
– -$1.06M -29,447 Closed
SG
86
StoneX Group
New York
– -$219K -6,091 Closed
NA
87
NewEdge Advisors
Louisiana
– -$216K -6,000 Closed
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$11.6K -323 Closed
IPW
89
Impact Partnership Wealth
Georgia
– -$3.46K -96 Closed
1 2 3
4

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.