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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
Osaic Holdings
1
Osaic Holdings
Arizona
$4.88M +$1.51M +43,387 +47%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.36M +$2.82M +80,762 +643%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.13M +$127K +3,627 +4%
PSCM
4
Per Stirling Capital Management
Texas
$2.82M +$2.73M +78,102 New
HI
5
Harbour Investments
Wisconsin
$2.51M -$147K -4,204 -6%
TLA
6
Tanglewood Legacy Advisors
Texas
$1.91M +$140K +4,000 +8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.72M +$1.67M +47,759 New
CFCI
8
Comprehensive Financial Consultants Institutional
Indiana
$1.56M +$1.5M +42,829 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.31M +$26.3K +754 +2%
KAS
10
Kestra Advisory Services
Texas
$1.24M +$712K +20,389 +146%
AWM
11
AE Wealth Management
Kansas
$1.2M +$213K +6,105 +23%
MWM
12
Maltin Wealth Management
New Jersey
$1.11M +$1.08M +30,840 New
AWM
13
Apollon Wealth Management
South Carolina
$1.06M
CCFM
14
Clear Creek Financial Management
Washington
$1M +$972K +27,842 New
IP
15
Ignite Planners
California
$998K
SB
16
Strategic Blueprint
Georgia
$937K +$459K +13,149 +102%
EWM
17
EPG Wealth Management
Georgia
$898K
SS
18
Sunbelt Securities
Texas
$785K
CA
19
Cetera Advisors
Colorado
$781K -$549K -15,717 -42%
MA
20
Mutual Advisors
Nebraska
$755K +$731K +20,940 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$727K
ACM
22
AlphaStar Capital Management
North Carolina
$723K +$700K +20,054 New
AAS
23
Ameritas Advisory Services
Nebraska
$628K +$191K +5,459 +45%
WP
24
WealthSource Partners
California
$613K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$604K -$107K -3,054 -15%

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.