FT Vest US Equity Buffer ETF January
FJAN
86 hedge funds and large institutions have $153M invested in FT Vest US Equity Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
9% more funds holding
Funds holding: 79 → 86 (+7)
5% more capital invested
Capital invested by funds: $145M → $153M (+$7.45M)
7.48% less ownership
Funds ownership: 44% → 36.52% (-7.5%)
58% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.22M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.51M |
| 3 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$808K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$393K |
| 5 |
LPL Financial
San Diego,
California
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.83M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$4.63M |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$1.47M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$808K |
FJAN Hedge Fund Activity: Q4 2023 in Review
86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2023, worth a combined $153M — up 5.1% from $145M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FJAN positions and 6 closed out — a net gain of 8 holders — while 14 added to existing stakes and 33 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $5.22M. The largest seller was Brookstone Capital Management, cutting an estimated $4.83M.
- 86 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2023, up from 79 in Q3 2023.
- Funds reported $153M of FT Vest US Equity Buffer ETF January stock for Q4 2023, up 5.1% quarter-over-quarter.
- 14 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2023 and 6 closed out, a net change of +8 holders.
- The largest FT Vest US Equity Buffer ETF January buyer in Q4 2023 was AE Wealth Management, an estimated $5.22M added.
- The largest FT Vest US Equity Buffer ETF January seller in Q4 2023 was Brookstone Capital Management, an estimated $4.83M sold.
Based on aggregated 13F filings for Q4 2023.