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FT Vest US Equity Buffer ETF January

148 hedge funds and large institutions have $325M invested in FT Vest US Equity Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

43% more capital invested

Capital invested by funds: $228M → $325M (+$97.3M)

22% more funds holding

Funds holding: 121148 (+27)

4.73% more ownership

Funds ownership: 29.48%34.21% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
67
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$196K +$138K +3,009 +212%
GWM
127
Geneos Wealth Management
Colorado
$143K +$148K +3,225 New
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$142K +$13.7K +300 +10%
AIP
129
Ameritas Investment Partners
Nebraska
$86.9K +$32.5K +710 +57%
UBS Group
130
UBS Group
Switzerland
$84.9K +$87.6K +1,914 New
FNWA
131
Financial Network Wealth Advisors
Utah
$83.6K +$30.5K +667 +55%
CIAS
132
Capital Investment Advisory Services
North Carolina
$82.8K
SFGP
133
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$71.5K +$73.8K +1,612 New
CAL
134
Capital Analysts LLC
Pennsylvania
$67K -$14.8K -323 -18%
ACA
135
Aptus Capital Advisors
Alabama
$66.5K
WTFG
136
Wood Tarver Financial Group
Idaho
$64.5K +$33.9K +742 +104%
LFG
137
Larson Financial Group
Missouri
$52K
CAM
138
Creekmur Asset Management
Illinois
$34K
Wells Fargo
139
Wells Fargo
California
$30.7K +$31.7K +692 New
PSFG
140
Park Square Financial Group
Georgia
$24.7K
TCM
141
TruNorth Capital Management
Michigan
$22.2K +$22.9K +500 New
SWM
142
Spire Wealth Management
Virginia
$21.1K
PS
143
Principal Securities
Iowa
$19.5K
AG
144
AmeriFlex Group
Nevada
$13.3K
WW
145
Winnow Wealth
Texas
$13.2K +$13.7K +299 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$11.3K +$12.6K +276 New
SIS
147
Sound Income Strategies
Florida
$5.14K +$5.31K +116 New
T
148
Transce3nd
Texas
$2.79K
AP
149
Americana Partners
Texas
-$4.59M -100,012 Closed
CFGS
150
Concourse Financial Group Securities
Alabama
-$1.06M -22,817 Closed

FJAN Hedge Fund Activity: Q1 2025 in Review

148 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2025, worth a combined $325M — up 43% from $228M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FJAN positions and 11 closed out — a net gain of 29 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.7M. The largest seller was McCarthy & Cox, cutting an estimated $5.32M.

  • 148 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2025, up from 121 in Q4 2024.
  • Funds reported $325M of FT Vest US Equity Buffer ETF January stock for Q1 2025, up 43% quarter-over-quarter.
  • 40 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2025 was Envestnet Asset Management, an estimated $25.7M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2025 was McCarthy & Cox, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2025.