FT Vest US Equity Buffer ETF January
FJAN
79 hedge funds and large institutions have $145M invested in FT Vest US Equity Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 37 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% more funds holding
Funds holding: 78 → 79 (+1)
4% less capital invested
Capital invested by funds: $151M → $145M (-$5.83M)
4.19% less ownership
Funds ownership: 48.2% → 44% (-4.2%)
81% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 37
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$4.79M |
| 2 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$4.36M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 4 |
JP Morgan Chase
New York
|
+$1.05M |
| 5 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$604K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.11M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$2.78M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.92M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.37M |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$754K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
76
Spire Wealth Management
Mclean,
Virginia
| $17.3K | -$28K | -750 | -61% |
|
|
TWM
77
Tradition Wealth Management
Edina,
Minnesota
| $12K | – | – | – |
|
|
FFA
78
Farther Finance Advisors
San Francisco,
California
| $3.47K | – | – | – |
|
|
CPG
79
Cornerstone Planning Group
Fairfield,
New Jersey
| $913 | +$933 | +25 | New |
|
|
GWM
80
GDS Wealth Management
Flower Mound,
Texas
| – | -$2.78M | -74,774 | Closed |
|
81
Mariner
Overland Park,
Kansas
| – | -$211K | -5,679 | Closed |
|
|
MCWS
82
McKinley Carter Wealth Services
Wheeling,
West Virginia
| – | -$203K | -5,470 | Closed |
|
83
UBS Group
Zurich,
Switzerland
| – | -$137K | -3,672 | Closed |
|
|
PIAS
84
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$87.4K | -2,350 | Closed |
|
|
VAG
85
VisionPoint Advisory Group
Dallas,
Texas
| – | -$12.3K | -330 | Closed |
|
|
FMII
86
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$10.5K | -283 | Closed |
|
FJAN Hedge Fund Activity: Q3 2023 in Review
79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q3 2023, worth a combined $145M — down 3.9% from $151M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FJAN positions and 7 closed out — a net gain of 1 holder — while 7 added to existing stakes and 37 trimmed.
The largest buyer was Beacon Financial Group, adding an estimated $4.79M. The largest seller was Brookstone Capital Management, cutting an estimated $4.11M.
- 79 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q3 2023, up from 78 in Q2 2023.
- Funds reported $145M of FT Vest US Equity Buffer ETF January stock for Q3 2023, down 3.9% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Buffer ETF January positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest FT Vest US Equity Buffer ETF January buyer in Q3 2023 was Beacon Financial Group, an estimated $4.79M added.
- The largest FT Vest US Equity Buffer ETF January seller in Q3 2023 was Brookstone Capital Management, an estimated $4.11M sold.
Based on aggregated 13F filings for Q3 2023.