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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
SWA
101
SOA Wealth Advisors
New York
$172K -$14.6K -332 -8%
UB
102
UMB Bank
Missouri
$152K +$149K +3,400 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$130K
FNWA
104
Financial Network Wealth Advisors
Utah
$91.4K -$9.65K -220 -10%
CIAS
105
Capital Investment Advisory Services
North Carolina
$83.5K
CAL
106
Capital Analysts LLC
Pennsylvania
$82K
ACA
107
Aptus Capital Advisors
Alabama
$67.1K
AIP
108
Ameritas Investment Partners
Nebraska
$55.9K -$4.38K -100 -7%
LFG
109
Larson Financial Group
Missouri
$52.4K -$17.6K -402 -26%
Barclays
110
Barclays
United Kingdom
$44.3K +$43.4K +990 New
CAM
111
Creekmur Asset Management
Illinois
$34.3K
JIP
112
Jaffetilchin Investment Partners
Florida
$26.2K +$25.6K +585 New
CPA
113
Clear Point Advisors
New York
$22.4K
SWM
114
Spire Wealth Management
Virginia
$21.2K
PS
115
Principal Securities
Iowa
$19K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$12.3K +$9.08K +207 +304%
Morgan Stanley
117
Morgan Stanley
New York
$9.17K +$8.99K +205 New
FFA
118
Farther Finance Advisors
California
$4.25K
FIM
119
Freedom Investment Management
Connecticut
-$29.6M -680,973 Closed
OMC
120
Old Mission Capital
Illinois
-$981K -22,605 Closed
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
-$442K -10,174 Closed
OAS
122
Optivise Advisory Services
Tennessee
-$424K -9,773 Closed
Wolverine Trading
123
Wolverine Trading
Illinois
-$309K -7,123 Closed
AWM
124
Accel Wealth Management
Iowa
-$266K -6,125 Closed
WP
125
WealthPLAN Partners
Nebraska
-$224K -5,163 Closed

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.