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FT Vest US Equity Buffer ETF January

121 hedge funds and large institutions have $228M invested in FT Vest US Equity Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 118121 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.25% less ownership

Funds ownership: 33.72%29.48% (-4.2%)

10% less capital invested

Capital invested by funds: $252M → $228M (-$24M)

55% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 55

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
25
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$85.7K
CAL
102
Capital Analysts LLC
Pennsylvania
$85K
GRP
103
Global Retirement Partners
California
$75.7K +$74.8K +1,650 New
ACA
104
Aptus Capital Advisors
Alabama
$68.8K
JP Morgan Chase
105
JP Morgan Chase
New York
$67.8K -$1.54M -33,992 -96%
Barclays
106
Barclays
United Kingdom
$65K +$19.4K +427 +43%
AIP
107
Ameritas Investment Partners
Nebraska
$57.4K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$56.8K +$43.6K +962 +350%
FNWA
109
Financial Network Wealth Advisors
Utah
$55.9K -$37.4K -825 -40%
LFG
110
Larson Financial Group
Missouri
$53.8K
CAM
111
Creekmur Asset Management
Illinois
$35.2K
WTFG
112
Wood Tarver Financial Group
Idaho
$32K +$32.3K +713 New
AWM
113
Avior Wealth Management
Nebraska
$28.4K +$28.1K +619 New
PSFG
114
Park Square Financial Group
Georgia
$25.5K +$25.2K +556 New
SWM
115
Spire Wealth Management
Virginia
$21.8K
PS
116
Principal Securities
Iowa
$19.5K
AG
117
AmeriFlex Group
Nevada
$13.9K +$13.6K +300 New
AF
118
Allworth Financial
California
$10.6K +$10.3K +228 New
FFA
119
Farther Finance Advisors
California
$4.36K
T
120
Transce3nd
Texas
$2.89K +$2.86K +63 New
NS
121
NBC Securities
Alabama
$289 -$285K -6,293 -100%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$1.37M -30,529 Closed
Jane Street
123
Jane Street
New York
-$1.27M -28,340 Closed
BWM
124
BCGM Wealth Management
Indiana
-$590K -13,204 Closed
SAI
125
Savvy Advisors Inc
New York
-$307K -6,874 Closed

FJAN Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q4 2024, worth a combined $228M — down 9.5% from $252M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FJAN positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 55 trimmed.

The largest buyer was Foguth Wealth Management, adding an estimated $2.52M. The largest seller was Osaic Holdings, cutting an estimated $22.9M.

  • 121 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $228M of FT Vest US Equity Buffer ETF January stock for Q4 2024, down 9.5% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF January positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q4 2024 was Foguth Wealth Management, an estimated $2.52M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q4 2024 was Osaic Holdings, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2024.