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FT Vest US Equity Buffer ETF January

123 hedge funds and large institutions have $295M invested in FT Vest US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 121123 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.22% less ownership

Funds ownership: 46.07%37.86% (-8.2%)

12% less capital invested

Capital invested by funds: $337M → $295M (-$42.1M)

65% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 54

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
19
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$958K +$933K +22,065 New
AAS
52
Avantax Advisory Services
Texas
$914K -$110K -2,604 -11%
FPWM
53
FSB Premier Wealth Management
Iowa
$910K -$19.5K -461 -2%
SPIA
54
Steward Partners Investment Advisory
New York
$687K -$3.38K -80 -0.5%
CW
55
CreativeOne Wealth
Kansas
$676K -$5.15M -121,759 -89%
Jane Street
56
Jane Street
New York
$663K +$439K +10,375 +212%
TFS
57
Thoroughbred Financial Services
Tennessee
$647K
KPWS
58
Kestra Private Wealth Services
Texas
$594K
BWM
59
BCGM Wealth Management
Indiana
$573K
FI
60
FWG Investments
Kentucky
$563K -$37.8K -894 -6%
SC
61
Scotia Capital
Ontario, Canada
$528K
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$512K -$6K -142 -1%
CF
63
Centaurus Financial
California
$511K
CFD
64
Creative Financial Designs
Indiana
$495K +$30.3K +717 +7%
DFA
65
DHJJ Financial Advisors
Illinois
$489K -$5.28K -125 -1%
IP
66
Ignite Planners
California
$488K
MA
67
Mutual Advisors
Nebraska
$475K -$56.3K -1,333 -11%
AIC
68
Archer Investment Corporation
Indiana
$452K
UBS Group
69
UBS Group
Switzerland
$445K +$330K +7,799 +318%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$442K -$55.9K -1,322 -11%
IA
71
IFP Advisors
Florida
$435K -$29.3K -694 -6%
FA
72
Faithward Advisors
Pennsylvania
$427K -$4.95K -117 -1%
OAS
73
Optivise Advisory Services
Tennessee
$424K +$413K +9,773 New
SB
74
Strategic Blueprint
Georgia
$420K -$149K -3,525 -27%
SG
75
StoneX Group
New York
$411K +$1.94K +46 +0.5%

FJAN Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q2 2024, worth a combined $295M — down 12% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FJAN positions and 14 closed out — a net gain of 4 holders — while 19 added to existing stakes and 54 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $7.88M. The largest seller was Prospera Financial Services, cutting an estimated $11.3M.

  • 123 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q2 2024, up from 121 in Q1 2024.
  • Funds reported $295M of FT Vest US Equity Buffer ETF January stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Buffer ETF January positions in Q2 2024 and 14 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q2 2024 was Janney Montgomery Scott, an estimated $7.88M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q2 2024 was Prospera Financial Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2024.