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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
TLA
51
Tanglewood Legacy Advisors
Texas
$1.01M
BRWA
52
B. Riley Wealth Advisors
Florida
$873K -$110K -2,519 -11%
HI
53
Harbour Investments
Wisconsin
$846K -$538K -12,279 -39%
SPIA
54
Steward Partners Investment Advisory
New York
$708K
TFS
55
Thoroughbred Financial Services
Tennessee
$667K
FPWM
56
FSB Premier Wealth Management
Iowa
$642K -$289K -6,589 -31%
KPWS
57
Kestra Private Wealth Services
Texas
$601K -$11.2K -255 -2%
BWM
58
BCGM Wealth Management
Indiana
$590K
FI
59
FWG Investments
Kentucky
$574K -$5.74K -131 -1%
CW
60
CreativeOne Wealth
Kansas
$544K -$149K -3,399 -22%
SC
61
Scotia Capital
Ontario, Canada
$544K
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$526K -$1.45K -33 -0.3%
CF
63
Centaurus Financial
California
$523K -$3.86K -88 -0.7%
DFA
64
DHJJ Financial Advisors
Illinois
$504K
IP
65
Ignite Planners
California
$499K
MA
66
Mutual Advisors
Nebraska
$490K
CFD
67
Creative Financial Designs
Indiana
$477K -$33K -753 -7%
CA
68
CoreCap Advisors
Michigan
$463K +$44.8K +1,021 +11%
AIC
69
Archer Investment Corporation
Indiana
$458K -$7.37K -168 -2%
HIS
70
Harvest Investment Services
Illinois
$446K +$27.7K +632 +7%
AAS
71
Avantax Advisory Services
Texas
$439K -$493K -11,235 -53%
FA
72
Faithward Advisors
Pennsylvania
$435K -$4.91K -112 -1%
IA
73
IFP Advisors
Florida
$435K -$12.9K -295 -3%
SB
74
Strategic Blueprint
Georgia
$431K -$1.1K -25 -0.3%
AWA
75
Arkadios Wealth Advisors
Georgia
$419K

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.