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FT Vest US Equity Deep Buffer ETF June

46 hedge funds and large institutions have $27M invested in FT Vest US Equity Deep Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4446 (+2)

3.74% more ownership

Funds ownership: 17.74%21.48% (+3.7%)

11% less capital invested

Capital invested by funds: $30.4M → $27M (-$3.37M)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$3.14M -$88.4K -2,655 -3%
HI
2
Harbour Investments
Wisconsin
$2.52M -$19.6K -589 -0.8%
TLA
3
Tanglewood Legacy Advisors
Texas
$1.67M -$5.72K -172 -0.3%
CA
4
Cetera Advisors
Colorado
$1.27M -$216K -6,497 -15%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.22M +$12.5K +377 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.14M +$786K +23,617 +237%
AWM
7
Apollon Wealth Management
South Carolina
$1.01M +$325K +9,751 +49%
OMC
8
Old Mission Capital
Illinois
$992K +$480K +14,433 +98%
IP
9
Ignite Planners
California
$951K
AWM
10
AE Wealth Management
Kansas
$925K -$3.53K -106 -0.4%
EWM
11
EPG Wealth Management
Georgia
$849K -$9.15K -275 -1%
MAG
12
MRA Advisory Group
New Jersey
$787K +$202K +6,066 +36%
TC
13
TownSquare Capital
Utah
$741K +$723K +21,722 New
SS
14
Sunbelt Securities
Texas
$736K
Citadel Advisors
15
Citadel Advisors
Florida
$733K +$352K +10,562 +96%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$687K
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$675K -$363K -10,901 -36%
WP
18
WealthSource Partners
California
$580K -$396K -11,890 -41%
AWS
19
Atria Wealth Solutions
New York
$490K
KAS
20
Kestra Advisory Services
Texas
$476K
SB
21
Strategic Blueprint
Georgia
$438K -$14.4K -433 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$428K -$392K -11,776 -48%
AAS
23
Ameritas Advisory Services
Nebraska
$412K -$293K -8,818 -42%
FPWM
24
FSB Premier Wealth Management
Iowa
$401K -$55.6K -1,671 -12%
SWP
25
Stratos Wealth Partners
Ohio
$388K +$378K +11,369 New

DJUN Hedge Fund Activity: Q1 2023 in Review

46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF June (DJUN) for Q1 2023, worth a combined $27M — down 11% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DJUN positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 16 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $786K. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.78M sold.

  • 46 institutional investors held FT Vest US Equity Deep Buffer ETF June (DJUN) as of Q1 2023, up from 44 in Q4 2022.
  • Funds reported $27M of FT Vest US Equity Deep Buffer ETF June stock for Q1 2023, down 11% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Deep Buffer ETF June positions in Q1 2023 and 6 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF June buyer in Q1 2023 was Susquehanna International Group, an estimated $786K added.
  • The largest FT Vest US Equity Deep Buffer ETF June seller in Q1 2023 was CreativeOne Wealth, an estimated $1.78M sold.

Based on aggregated 13F filings for Q1 2023.