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FT Vest US Equity Deep Buffer ETF January

81 hedge funds and large institutions have $121M invested in FT Vest US Equity Deep Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 8381 (-2)

5.79% less ownership

Funds ownership: 58.13%52.34% (-5.8%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

22% less capital invested

Capital invested by funds: $156M → $121M (-$35M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 33

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
12
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$16.8M -$308K -8,226 -2%
IA
2
IFP Advisors
Florida
$13.5M -$112K -2,998 -0.8%
ASN
3
Advisory Services Network
Georgia
$7.93M
SW
4
SMART Wealth
Nebraska
$7.66M -$12.3M -327,511 -62%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.51M -$5.95M -158,569 -45%
MML Investors Services
6
MML Investors Services
Massachusetts
$7.39M -$152K -4,065 -2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.51M -$63.7K -1,698 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.85M -$110K -2,935 -3%
BFG
9
Beacon Financial Group
Texas
$3.59M -$573K -15,277 -14%
KAS
10
Kestra Advisory Services
Texas
$3.58M -$191K -5,100 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.36M +$41.8K +1,115 +1%
HI
12
Harbour Investments
Wisconsin
$3.14M -$369K -9,847 -11%
CCFM
13
Clear Creek Financial Management
Washington
$2.86M -$906K -24,172 -24%
LPL Financial
14
LPL Financial
California
$2.31M -$242K -6,465 -10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.12M -$78.3K -2,087 -4%
CFS
16
Commonwealth Financial Services
West Virginia
$1.81M +$636K +16,974 +56%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.8M -$373K -9,954 -17%
GFA
18
Gallagher Fiduciary Advisors
Illinois
$1.71M +$9.45K +252 +0.6%
TC
19
TownSquare Capital
Utah
$1.67M -$20.6K -550 -1%
AI
20
Atria Investments
North Carolina
$1.61M +$60.7K +1,618 +4%
RFG
21
REAP Financial Group
Texas
$1.27M +$21.1K +562 +2%
SB
22
Strategic Blueprint
Georgia
$1.24M -$3.04K -81 -0.2%
Jane Street
23
Jane Street
New York
$1.12M +$418K +11,139 +62%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.04M +$109K +2,917 +12%
Truist Financial
25
Truist Financial
North Carolina
$1.02M -$4.94M -131,868 -83%

DJAN Hedge Fund Activity: Q3 2024 in Review

81 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF January (DJAN) for Q3 2024, worth a combined $121M — down 22% from $156M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DJAN and 9 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 12 added.

The largest buyer was Commonwealth Financial Services, adding an estimated $636K. The largest seller was SMART Wealth, cutting an estimated $12.3M.

  • 81 institutional investors held FT Vest US Equity Deep Buffer ETF January (DJAN) as of Q3 2024, down from 83 in Q2 2024.
  • Funds reported $121M of FT Vest US Equity Deep Buffer ETF January stock for Q3 2024, down 22% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Deep Buffer ETF January positions in Q3 2024 and 11 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF January buyer in Q3 2024 was Commonwealth Financial Services, an estimated $636K added.
  • The largest FT Vest US Equity Deep Buffer ETF January seller in Q3 2024 was SMART Wealth, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.