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FT Vest US Equity Buffer ETF January

80 hedge funds and large institutions have $134M invested in FT Vest US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

167% more capital invested

Capital invested by funds: $50.4M → $134M (+$84M)

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

43% more funds holding

Funds holding: 5680 (+24)

21.64% more ownership

Funds ownership: 28.08%49.72% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
80
Holders Change
+24
Holders Change %
+42.86%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
34
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$26.7M +$23.4M +687,618 +880%
BCM
2
Brookstone Capital Management
Illinois
$25.6M +$24.5M +719,261 +9,277%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.37M +$5.5M +161,422 +762%
AWM
4
AE Wealth Management
Kansas
$5.69M +$840K +24,643 +18%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.64M +$5.51M +161,725 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.95M +$166K +4,868 +4%
SW
7
SMART Wealth
Nebraska
$3.44M -$475K -13,928 -12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.23M +$2.54M +74,511 +414%
ACM
9
Anfield Capital Management
California
$3.19M +$3.12M +91,558 New
GFA
10
Gallagher Fiduciary Advisors
Illinois
$3.15M +$3.08M +90,335 New
KAS
11
Kestra Advisory Services
Texas
$3.1M +$1.74M +51,056 +135%
T
12
TRUADVICE
Florida
$2.88M +$2.44M +71,596 +716%
CA
13
Cetera Advisors
Colorado
$2.51M +$211K +6,176 +9%
CAN
14
Cetera Advisor Networks
California
$2.03M +$898K +26,332 +83%
IF
15
Integrity Financial
Wyoming
$1.82M +$662K +19,428 +59%
CW
16
CreativeOne Wealth
Kansas
$1.78M +$309K +9,054 +22%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.77M +$1.22M +35,850 +241%
OIA
18
OneDigital Investment Advisors
Kansas
$1.67M -$269K -7,897 -14%
HI
19
Harbour Investments
Wisconsin
$1.57M +$1.04M +30,408 +208%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.5M +$1.37M +40,049 +1,388%
KWS
21
Keystone Wealth Services
California
$1.47M +$988K +28,976 +221%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$1.43M +$6.82K +200 +0.5%
OMC
23
Old Mission Capital
Illinois
$1.29M -$495K -14,509 -28%
MFGM
24
Marshall Financial Group (Maryland)
Maryland
$1.11M -$593K -17,390 -35%
AWS
25
Atria Wealth Solutions
New York
$1.06M +$1.03M +30,334 New

FJAN Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2023, worth a combined $134M — up 167% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FJAN positions and 1 closed out — a net gain of 26 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $24.5M. The largest seller was IFP Advisors, cutting an estimated $2.49M.

  • 80 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $134M of FT Vest US Equity Buffer ETF January stock for Q1 2023, up 167% quarter-over-quarter.
  • 27 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2023 and 1 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2023 was Brookstone Capital Management, an estimated $24.5M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2023 was IFP Advisors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2023.