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FT Vest US Equity Buffer ETF January

121 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

720% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 5

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

120% more capital invested

Capital invested by funds: $153M → $337M (+$184M)

41% more funds holding

Funds holding: 86121 (+35)

9.55% more ownership

Funds ownership: 36.52%46.07% (+9.6%)

Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
47
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$396K -$53.7K -1,312 -12%
SG
77
StoneX Group
New York
$395K +$85.1K +2,080 +28%
HIS
78
Harvest Investment Services
Illinois
$393K +$383K +9,354 New
LIA
79
Luken Investment Analytics
Tennessee
$369K
CA
80
CoreCap Advisors
Michigan
$345K +$123K +3,012 +58%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$332K +$99.7K +2,438 +45%
AC
82
AIFG Consultants
New York
$322K +$314K +7,667 New
Citadel Advisors
83
Citadel Advisors
Florida
$320K +$312K +7,631 New
TF
84
Trek Financial
Arizona
$308K
HSA
85
HBK Sorce Advisory
Pennsylvania
$302K -$28.2K -690 -9%
SAI
86
Savvy Advisors Inc
New York
$300K +$80.1K +1,958 +38%
CBFP
87
Cedar Brook Financial Partners
Ohio
$277K
CIG
88
Cascade Investment Group
Colorado
$276K +$269K +6,570 New
NS
89
NBC Securities
Alabama
$271K +$147K +3,591 +125%
ACMA
90
Arbor Capital Management (Alaska)
Alaska
$260K +$252K +6,167 New
RC
91
Rovin Capital
Arizona
$258K +$251K +6,145 New
AWM
92
Accel Wealth Management
Iowa
$257K +$250K +6,125 New
PGWM
93
Pitti Group Wealth Management
New York
$254K -$50.1K -1,224 -17%
1SB
94
1ST Source Bank
Indiana
$246K
Mariner
95
Mariner
Kansas
$238K +$232K +5,679 New
NW
96
Naviter Wealth
Arkansas
$220K -$59.5K -1,456 -22%
BCI
97
Brinker Capital Investments
Pennsylvania
$215K +$210K +5,132 New
OPS
98
Orion Portfolio Solutions
Nebraska
$215K +$210K +5,132 New
Jane Street
99
Jane Street
New York
$206K +$201K +4,904 New
First Trust Advisors
100
First Trust Advisors
Illinois
$200K +$195K +4,768 New

FJAN Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2024, worth a combined $337M — up 120% from $153M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FJAN positions and 5 closed out — a net gain of 36 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $29.1M. The largest seller was AE Wealth Management, cutting an estimated $8.32M.

  • 121 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $337M of FT Vest US Equity Buffer ETF January stock for Q1 2024, up 120% quarter-over-quarter.
  • 41 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2024 and 5 closed out, a net change of +36 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2024 was Freedom Investment Management, an estimated $29.1M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2024 was AE Wealth Management, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2024.