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FT Vest US Equity Deep Buffer ETF June

55 hedge funds and large institutions have $45.2M invested in FT Vest US Equity Deep Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

67% more capital invested

Capital invested by funds: $27M → $45.2M (+$18.2M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

20% more funds holding

Funds holding: 4655 (+9)

11.92% more ownership

Funds ownership: 21.48%33.4% (+12%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
13
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$549K +$532K +15,227 New
Truist Financial
27
Truist Financial
North Carolina
$540K +$523K +14,977 New
TC
28
TownSquare Capital
Utah
$528K -$247K -7,065 -33%
IF
29
Integrity Financial
Wyoming
$415K +$129K +3,705 +47%
SWP
30
Stratos Wealth Partners
Ohio
$410K
HFM
31
Hartford Financial Management
Connecticut
$394K -$5.93K -170 -2%
AWS
32
Atria Wealth Solutions
New York
$356K -$157K -4,500 -31%
SFG
33
Sovereign Financial Group
Connecticut
$348K +$9.95K +285 +3%
VCM
34
Virtue Capital Management
Tennessee
$338K +$327K +9,361 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$334K +$324K +9,272 New
IA
36
IFP Advisors
Florida
$328K
OBWG
37
Onyx Bridge Wealth Group
New York
$326K +$315K +9,030 New
GS
38
GTS Securities
New York
$288K +$279K +8,002 New
LI
39
LVZ Inc
Michigan
$244K
EWM
40
Echo Wealth Management
Minnesota
$240K
RJFSA
41
Raymond James Financial Services Advisors
Florida
$239K +$232K +6,643 New
SWA
42
SOA Wealth Advisors
New York
$236K +$229K +6,550 New
FPWM
43
FSB Premier Wealth Management
Iowa
$235K -$183K -5,230 -44%
RJA
44
Raymond James & Associates
Florida
$230K +$223K +6,381 New
EA
45
Ergawealth Advisors
Illinois
$216K +$210K +6,003 New
ACMA
46
Arbor Capital Management (Alaska)
Alaska
$208K -$31.8K -912 -14%
NA
47
NewEdge Advisors
Louisiana
$206K +$199K +5,703 New
RCAG
48
Rehmann Capital Advisory Group
Michigan
$203K +$196K +5,618 New
SWM
49
Spire Wealth Management
Virginia
$129K +$125K +3,587 New
JP Morgan Chase
50
JP Morgan Chase
New York
$121K +$113K +3,231 +2,485%

DJUN Hedge Fund Activity: Q2 2023 in Review

55 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q2 2023, worth a combined $45.2M — up 67% from $27M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DJUN positions and 11 closed out — a net gain of 9 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.82M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.14M sold.

  • 55 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $45.2M of FT Vest US Equity Deep Buffer ETF June stock for Q2 2023, up 67% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q2 2023 and 11 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q2 2023 was Envestnet Asset Management, an estimated $2.82M added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q2 2023 was Susquehanna International Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2023.