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FT Vest US Equity Deep Buffer ETF January

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: 22 (0)

1% less funds holding

Funds holding: 8483 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SMART Wealth
Nebraska
$19.6M +$10.7M +294,686 +126%
BCM
2
Brookstone Capital Management
Illinois
$16.8M -$873K -24,088 -5%
IA
3
IFP Advisors
Florida
$13.2M -$1.16K -32 -0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.2M -$272K -7,507 -2%
ASN
5
Advisory Services Network
Georgia
$7.93M -$42.6K -1,176 -0.5%
MML Investors Services
6
MML Investors Services
Massachusetts
$7.34M -$121K -3,328 -2%
SAMC
7
Spectrum Asset Management (California)
California
$6.79M -$6.73M -185,712 -50%
Truist Financial
8
Truist Financial
North Carolina
$5.89M -$386K -10,637 -6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.45M -$122K -3,358 -3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.07M -$7.22K -199 -0.2%
BFG
11
Beacon Financial Group
Texas
$4.06M -$645K -17,779 -14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.85M -$1.1M -30,223 -23%
CCFM
13
Clear Creek Financial Management
Washington
$3.68M +$92.4K +2,549 +3%
KAS
14
Kestra Advisory Services
Texas
$3.67M -$581K -16,014 -14%
HI
15
Harbour Investments
Wisconsin
$3.42M -$257K -7,093 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.23M -$126K -3,466 -4%
LPL Financial
17
LPL Financial
California
$2.49M +$27.4K +756 +1%
NFG
18
Nations Financial Group
Iowa
$2.2M -$256K -7,049 -11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.14M -$1.25M -34,508 -37%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.12M -$994K -27,404 -32%
GFA
21
Gallagher Fiduciary Advisors
Illinois
$1.66M +$94.5K +2,606 +6%
TC
22
TownSquare Capital
Utah
$1.64M -$82.3K -2,270 -5%
AI
23
Atria Investments
North Carolina
$1.51M +$1.47M +40,635 New
RFG
24
REAP Financial Group
Texas
$1.21M +$2.39K +66 +0.2%
SB
25
Strategic Blueprint
Georgia
$1.21M -$118K -3,244 -9%

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.