We are live on ! Find out more
FJAN icon

FT Vest US Equity Buffer ETF January
FJAN

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: 86 → 121 (+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
–

Top Buyers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
+$29.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
PFS
Prospera Financial Services
Texas
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$8.32M
2
ACM
Anfield Capital Management
California
-$3.57M
3
BCM
Brookstone Capital Management
Illinois
-$1.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.1M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$176K +$142K +3,462 +478%
GM
102
GeoWealth Management
Illinois
$141K +$138K +3,365 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$122K – – –
UBS Group
104
UBS Group
Switzerland
$103K +$100K +2,450 New
JP Morgan Chase
105
JP Morgan Chase
New York
$97.4K -$1.1M -26,921 -92%
LFG
106
Larson Financial Group
Missouri
$91.6K -$12K -293 -12%
CIAS
107
Capital Investment Advisory Services
North Carolina
$78.4K – – –
CAL
108
Capital Analysts LLC
Pennsylvania
$77K +$75.4K +1,843 New
GRP
109
Global Retirement Partners
California
$76.8K +$74.8K +1,830 New
ACA
110
Aptus Capital Advisors
Alabama
$63K – – –
AIP
111
Ameritas Investment Partners
Nebraska
$59.2K – – –
TCWA
112
Turtle Creek Wealth Advisors
Texas
$34K – – –
CAM
113
Creekmur Asset Management
Illinois
$32.2K – – –
CPA
114
Clear Point Advisors
New York
$21K – – –
SWM
115
Spire Wealth Management
Virginia
$19.9K – – –
PS
116
Principal Securities
Iowa
$17.8K – – –
VAG
117
VisionPoint Advisory Group
Texas
$13.9K – – –
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.1K +$11.8K +289 New
NP
119
NorthRock Partners
Minnesota
$11.1K +$10.8K +265 New
FFA
120
Farther Finance Advisors
California
$3.98K – – –
IPW
121
Impact Partnership Wealth
Georgia
$3.61K -$132K -3,233 -97%
ACM
122
Anfield Capital Management
California
– -$3.57M -89,738 Closed
BTWM
123
Baker Tilly Wealth Management
Wisconsin
– -$1.09M -27,375 Closed
KCFA
124
Key Client Fiduciary Advisors
New Jersey
– -$494K -12,403 Closed
LA
125
LM Advisors
California
– -$27.9K -700 Closed
2 3 4
5
6

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.