FT Vest US Equity Deep Buffer ETF January
DJAN
60 hedge funds and large institutions have $94.7M invested in FT Vest US Equity Deep Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 12 closing their positions.
7.38% more ownership
Funds ownership: 51.41% → 58.78% (+7.4%)
0% more capital invested
Capital invested by funds: $94.2M → $94.7M (+$412K)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 61 → 60 (-1)
61% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$878K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$365K |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$317K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.48M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.59M |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$2.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.02M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
DJAN Hedge Fund Activity: Q4 2023 in Review
60 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q4 2023, worth a combined $94.7M — up 0.44% from $94.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DJAN and 11 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 9 added.
The largest buyer was AE Wealth Management, adding an estimated $11.7M. The largest seller was Brookstone Capital Management, cutting an estimated $5.48M.
- 60 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q4 2023, down from 61 in Q3 2023.
- Funds reported $94.7M of FT Vest US Equity Deep Buffer ETF January stock for Q4 2023, up 0.44% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q4 2023 and 12 closed out, a net change of -1 holder.
- The largest FT Vest US Equity Deep Buffer ETF January buyer in Q4 2023 was AE Wealth Management, an estimated $11.7M added.
- The largest FT Vest US Equity Deep Buffer ETF January seller in Q4 2023 was Brookstone Capital Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q4 2023.