FT Vest US Equity Deep Buffer ETF January
DJAN
64 hedge funds and large institutions have $101M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 11 closing their positions.
1.88% less ownership
Funds ownership: 55.19% → 53.32% (-1.9%)
7% less funds holding
Funds holding: 69 → 64 (-5)
8% less capital invested
Capital invested by funds: $110M → $101M (-$8.68M)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.71M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$1.65M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$621K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.72M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.67M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.33M |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$1.23M |
DJAN Hedge Fund Activity: Q2 2023 in Review
64 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q2 2023, worth a combined $101M — down 7.9% from $110M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DJAN and 6 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 12 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.81M. The largest seller was AE Wealth Management, cutting an estimated $11.7M.
- 64 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q2 2023, down from 69 in Q1 2023.
- Funds reported $101M of FT Vest US Equity Deep Buffer ETF January stock for Q2 2023, down 7.9% quarter-over-quarter.
- 6 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q2 2023 and 11 closed out, a net change of -5 holders.
- The largest FT Vest US Equity Deep Buffer ETF January buyer in Q2 2023 was LPL Financial, an estimated $1.81M added.
- The largest FT Vest US Equity Deep Buffer ETF January seller in Q2 2023 was AE Wealth Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2023.