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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
LIA
76
Luken Investment Analytics
Tennessee
$394K
SA
77
Sanctuary Advisors
Indiana
$359K -$83.9K -1,913 -20%
BFG
78
Beacon Financial Group
Texas
$357K -$37.8K -862 -10%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$354K
TA
80
TFB Advisors
Kansas
$347K +$35.5K +809 +12%
FFS
81
Founders Financial Securities
Maryland
$324K +$318K +7,248 New
HSA
82
HBK Sorce Advisory
Pennsylvania
$314K
SAI
83
Savvy Advisors Inc
New York
$307K -$12.1K -275 -4%
CIG
84
Cascade Investment Group
Colorado
$298K -$6.45K -147 -2%
SEIA
85
Signature Estate & Investment Advisors
California
$295K
PGWM
86
Pitti Group Wealth Management
New York
$291K
NS
87
NBC Securities
Alabama
$281K -$7.41K -169 -3%
SG
88
StoneX Group
New York
$276K -$144K -3,293 -35%
RC
89
Rovin Capital
Arizona
$275K
ACMA
90
Arbor Capital Management (Alaska)
Alaska
$270K -$2.28K -52 -0.9%
1SB
91
1ST Source Bank
Indiana
$262K
BCI
92
Brinker Capital Investments
Pennsylvania
$257K -$570 -13 -0.2%
OPS
93
Orion Portfolio Solutions
Nebraska
$257K -$570 -13 -0.2%
Mariner
94
Mariner
Kansas
$254K
AC
95
AIFG Consultants
New York
$247K -$94.2K -2,149 -28%
JSW
96
Journey Strategic Wealth
New Jersey
$238K -$4.34K -99 -2%
CB
97
Chris Bulman
California
$222K +$38.4K +876 +21%
CCG
98
Catalina Capital Group
California
$210K
NW
99
Naviter Wealth
Arkansas
$206K +$202K +4,604 New
UBS Group
100
UBS Group
Switzerland
$198K -$255K -5,820 -57%

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.