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FT Vest US Equity Buffer ETF January

80 hedge funds and large institutions have $134M invested in FT Vest US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

167% more capital invested

Capital invested by funds: $50.4M → $134M (+$84M)

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

43% more funds holding

Funds holding: 5680 (+24)

21.64% more ownership

Funds ownership: 28.08%49.72% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
34
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$333K +$135K +3,954 +71%
SB
52
Strategic Blueprint
Georgia
$329K +$30.6K +897 +11%
CAAS
53
Capital Asset Advisory Services
Michigan
$323K -$16.7K -490 -5%
Citadel Advisors
54
Citadel Advisors
Florida
$322K +$315K +9,232 New
LIA
55
Luken Investment Analytics
Tennessee
$307K
KCFA
56
Key Client Fiduciary Advisors
New Jersey
$307K +$300K +8,793 New
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$301K +$224K +6,564 +316%
BFG
58
Beacon Financial Group
Texas
$286K
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$269K -$6.92K -203 -3%
TF
60
Trek Financial
Arizona
$255K +$250K +7,325 New
PGWM
61
Pitti Group Wealth Management
New York
$255K +$249K +7,301 New
SCA
62
Sage Capital Advisors
South Dakota
$241K -$46.7K -1,370 -17%
1SB
63
1ST Source Bank
Indiana
$204K +$199K +5,850 New
QPW
64
Quantum Private Wealth
Florida
$202K +$198K +5,800 New
Mariner
65
Mariner
Kansas
$201K +$196K +5,763 New
ACA
66
Aptus Capital Advisors
Alabama
$128K +$125K +3,680 New
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$101K
AWM
68
Avior Wealth Management
Nebraska
$101K +$98.2K +2,882 New
LFG
69
Larson Financial Group
Missouri
$86.4K +$74.4K +2,183 +745%
CIAS
70
Capital Investment Advisory Services
North Carolina
$66.2K
TLA
71
Tanglewood Legacy Advisors
Texas
$66.1K +$40.9K +1,200 +173%
SWM
72
Spire Wealth Management
Virginia
$61.9K +$60.5K +1,775 New
AIP
73
Ameritas Investment Partners
Nebraska
$59.3K +$8.52K +250 +17%
UBS Group
74
UBS Group
Switzerland
$56.3K +$17.2K +504 +45%
AF
75
Advisornet Financial
Minnesota
$34.9K -$3.41K -100 -9%

FJAN Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2023, worth a combined $134M — up 167% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FJAN positions and 1 closed out — a net gain of 26 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $24.5M. The largest seller was IFP Advisors, cutting an estimated $2.49M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $134M of FT Vest US Equity Buffer ETF January stock for Q1 2023, up 167% quarter-over-quarter.
  • 27 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2023 and 1 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2023 was Brookstone Capital Management, an estimated $24.5M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2023 was IFP Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2023.