FT Vest US Equity Buffer ETF January
FJAN
78 hedge funds and large institutions have $151M invested in FT Vest US Equity Buffer ETF January in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 36 reducing their positions, and 10 closing their positions.
13% more capital invested
Capital invested by funds: $134M → $151M (+$16.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.53% less ownership
Funds ownership: 49.72% → 48.2% (-1.5%)
3% less funds holding
Funds holding: 80 → 78 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
72% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$2.66M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$480K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.25M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.93M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.6M |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$1.36M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.29M |
FJAN Hedge Fund Activity: Q2 2023 in Review
78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q2 2023, worth a combined $151M — up 13% from $134M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FJAN and 8 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.72M. The largest seller was Osaic Holdings, cutting an estimated $2.25M.
- 78 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q2 2023, down from 80 in Q1 2023.
- Funds reported $151M of FT Vest US Equity Buffer ETF January stock for Q2 2023, up 13% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Buffer ETF January positions in Q2 2023 and 10 closed out, a net change of -2 holders.
- The largest FT Vest US Equity Buffer ETF January buyer in Q2 2023 was LPL Financial, an estimated $2.72M added.
- The largest FT Vest US Equity Buffer ETF January seller in Q2 2023 was Osaic Holdings, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2023.