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FT Vest US Equity Buffer ETF January

118 hedge funds and large institutions have $252M invested in FT Vest US Equity Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123118 (-5)

4.13% less ownership

Funds ownership: 37.86%33.72% (-4.1%)

15% less capital invested

Capital invested by funds: $295M → $252M (-$42.9M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

79% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 66

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
14
Reduced
66
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sunbelt Securities
Texas
$2.69M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.58M -$283K -6,465 -10%
1W
28
1776 Wealth
Georgia
$2.49M
RJA
29
Raymond James & Associates
Florida
$2.37M -$1.51M -34,462 -39%
OIA
30
OneDigital Investment Advisors
Kansas
$2.28M -$95.2K -2,171 -4%
KWS
31
Keystone Wealth Services
California
$2.24M
IWN
32
Independent Wealth Network
Iowa
$2.22M +$7.06K +161 +0.3%
MSFS
33
Main Street Financial Solutions
Pennsylvania
$1.92M -$114K -2,600 -6%
PFS
34
Prospera Financial Services
Texas
$1.75M +$1.37M +31,154 +387%
IF
35
Integrity Financial
Wyoming
$1.6M -$243K -5,548 -13%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.59M +$1.56M +35,469 New
IAS
37
Insigneo Advisory Services
Florida
$1.56M -$64.7K -1,475 -4%
SI
38
Stephens Inc
Arkansas
$1.54M -$46.8K -1,067 -3%
AWS
39
Atria Wealth Solutions
New York
$1.52M -$48.4K -1,103 -3%
AWM
40
AE Wealth Management
Kansas
$1.37M -$29.4K -670 -2%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.37M -$790K -18,007 -37%
AAS
42
Ameritas Advisory Services
Nebraska
$1.27M -$47.6K -1,085 -4%
Jane Street
43
Jane Street
New York
$1.27M +$573K +13,061 +85%
NA
44
NewEdge Advisors
Louisiana
$1.25M -$931K -21,244 -43%
OC
45
Oppenheimer & Co
New York
$1.18M -$86.7K -1,977 -7%
Truist Financial
46
Truist Financial
North Carolina
$1.12M -$5.35K -122 -0.5%
FFA
47
Fragasso Financial Advisors
Pennsylvania
$1.08M -$35.1K -800 -3%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$1.04M -$17K -387 -2%
CFGS
49
Concourse Financial Group Securities
Alabama
$1.03M -$3.16K -72 -0.3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.02M -$24.8K -565 -2%

FJAN Hedge Fund Activity: Q3 2024 in Review

118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q3 2024, worth a combined $252M — down 15% from $295M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FJAN and 7 opened new positions — a net loss of 4 holders — while 66 trimmed existing stakes and 14 added.

The largest buyer was Signal Advisors Wealth, adding an estimated $5.02M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $29.6M sold.

  • 118 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q3 2024, down from 123 in Q2 2024.
  • Funds reported $252M of FT Vest US Equity Buffer ETF January stock for Q3 2024, down 15% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF January positions in Q3 2024 and 11 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q3 2024 was Signal Advisors Wealth, an estimated $5.02M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q3 2024 was Freedom Investment Management, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2024.