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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
SA
76
Sanctuary Advisors
Indiana
$407K +$414K +9,801 New
AWA
77
Arkadios Wealth Advisors
Georgia
$406K -$3.47K -82 -0.9%
HIS
78
Harvest Investment Services
Illinois
$406K -$254 -6 -0.1%
CA
79
CoreCap Advisors
Michigan
$406K +$47.7K +1,128 +14%
BFG
80
Beacon Financial Group
Texas
$384K -$104K -2,456 -22%
LIA
81
Luken Investment Analytics
Tennessee
$382K
PFS
82
Prospera Financial Services
Texas
$350K -$11.3M -267,176 -97%
MCWS
83
McKinley Carter Wealth Services
West Virginia
$343K
AC
84
AIFG Consultants
New York
$333K
SAW
85
Signal Advisors Wealth
Michigan
$310K -$4.06M -95,970 -93%
SAI
86
Savvy Advisors Inc
New York
$310K
Wolverine Trading
87
Wolverine Trading
Illinois
$309K +$301K +7,123 New
HSA
88
HBK Sorce Advisory
Pennsylvania
$305K -$6.68K -158 -2%
TA
89
TFB Advisors
Kansas
$302K +$294K +6,955 New
CIG
90
Cascade Investment Group
Colorado
$296K +$10.6K +250 +4%
PGWM
91
Pitti Group Wealth Management
New York
$291K +$51.7K +1,224 +20%
SEIA
92
Signature Estate & Investment Advisors
California
$286K +$279K +6,598 New
NS
93
NBC Securities
Alabama
$280K
RC
94
Rovin Capital
Arizona
$267K
AWM
95
Accel Wealth Management
Iowa
$266K
ACMA
96
Arbor Capital Management (Alaska)
Alaska
$265K -$2.45K -58 -0.9%
1SB
97
1ST Source Bank
Indiana
$254K
BCI
98
Brinker Capital Investments
Pennsylvania
$250K +$26.2K +620 +12%
OPS
99
Orion Portfolio Solutions
Nebraska
$250K +$26.2K +620 +12%
Mariner
100
Mariner
Kansas
$246K

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.