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FT Vest US Equity Deep Buffer ETF January

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: 6084 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$17M -$1M -28,486 -6%
SAMC
2
Spectrum Asset Management (California)
California
$13.3M +$13M +368,488 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.1M +$5.5M +155,941 +75%
IA
4
IFP Advisors
Florida
$12.8M +$3.77K +107 +0%
PFS
5
Prospera Financial Services
Texas
$10.1M +$9.86M +279,700 New
SW
6
SMART Wealth
Nebraska
$8.41M +$8.23M +233,483 New
ASN
7
Advisory Services Network
Georgia
$7.73M +$6.7M +190,229 +781%
MML Investors Services
8
MML Investors Services
Massachusetts
$7.25M +$1.25M +35,367 +21%
Truist Financial
9
Truist Financial
North Carolina
$6.09M +$4.94M +140,245 +486%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.83M +$2.73M +77,438 +137%
BFG
11
Beacon Financial Group
Texas
$4.58M -$434K -12,304 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.44M +$4.34M +123,133 +2,462,660%
KAS
13
Kestra Advisory Services
Texas
$4.14M +$1.46M +41,483 +56%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.95M +$3.58M +101,488 +1,235%
SP
15
Sequent Planning
Nebraska
$3.78M +$3.69M +104,821 New
HI
16
Harbour Investments
Wisconsin
$3.57M +$1.92M +54,467 +122%
CCFM
17
Clear Creek Financial Management
Washington
$3.48M +$1.1M +31,162 +48%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.32M +$1.87M +53,155 +136%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.26M +$1.46M +41,512 +85%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.05M +$744K +21,096 +33%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.5M +$2.44M +69,180 +39,759%
NFG
22
Nations Financial Group
Iowa
$2.39M +$2.34M +66,321 New
LPL Financial
23
LPL Financial
California
$2.38M +$576K +16,342 +33%
TC
24
TownSquare Capital
Utah
$1.67M +$1.42M +40,307 +654%
GFA
25
Gallagher Fiduciary Advisors
Illinois
$1.51M +$69.5K +1,971 +5%

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.