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FT Vest US Equity Buffer ETF January

121 hedge funds and large institutions have $337M invested in FT Vest US Equity Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

720% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 5

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

120% more capital invested

Capital invested by funds: $153M → $337M (+$184M)

41% more funds holding

Funds holding: 86121 (+35)

9.55% more ownership

Funds ownership: 36.52%46.07% (+9.6%)

Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
47
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$32.2M +$4.4M +107,692 +16%
FIM
2
Freedom Investment Management
Connecticut
$29.8M +$29.1M +710,908 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M +$3.22M +78,693 +19%
BCM
4
Brookstone Capital Management
Illinois
$18.5M -$1.4M -34,152 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.5M +$11.7M +286,765 +186%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.4M +$12.3M +299,779 +445%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$14.2M +$13.4M +327,449 +3,133%
PFS
8
Prospera Financial Services
Texas
$11.6M +$11.3M +275,229 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.47M +$7.77M +190,078 +1,626%
SW
10
SMART Wealth
Nebraska
$8.43M +$8.21M +200,775 New
MML Investors Services
11
MML Investors Services
Massachusetts
$8.3M +$1.41M +34,484 +21%
LPL Financial
12
LPL Financial
California
$7.12M +$2.16M +52,712 +45%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.05M +$3.09M +75,577 +82%
CAN
14
Cetera Advisor Networks
California
$6.02M +$4.52M +110,650 +339%
PCG
15
Prosperity Consulting Group
Maryland
$5.96M +$4.93M +120,508 +563%
CW
16
CreativeOne Wealth
Kansas
$5.77M +$5.41M +132,257 +2,606%
MC
17
McCarthy & Cox
Ohio
$5.72M +$5.57M +136,172 New
WIM
18
WealthPlan Investment Management
Nebraska
$5.62M +$5.48M +133,979 New
GFA
19
Gallagher Fiduciary Advisors
Illinois
$4.65M +$430K +10,521 +10%
SAW
20
Signal Advisors Wealth
Michigan
$4.33M +$458K +11,212 +12%
FWM
21
Foguth Wealth Management
Michigan
$4.33M +$4.22M +103,123 New
AI
22
Atria Investments
North Carolina
$4.22M +$4.11M +100,483 New
ASN
23
Advisory Services Network
Georgia
$4.14M +$4.03M +98,654 New
CA
24
Cetera Advisors
Colorado
$4.07M +$1.74M +42,574 +78%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.95M +$2.97M +72,651 +340%

FJAN Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q1 2024, worth a combined $337M — up 120% from $153M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FJAN positions and 5 closed out — a net gain of 36 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $29.1M. The largest seller was AE Wealth Management, cutting an estimated $8.32M.

  • 121 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $337M of FT Vest US Equity Buffer ETF January stock for Q1 2024, up 120% quarter-over-quarter.
  • 41 funds opened new FT Vest US Equity Buffer ETF January positions in Q1 2024 and 5 closed out, a net change of +36 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q1 2024 was Freedom Investment Management, an estimated $29.1M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q1 2024 was AE Wealth Management, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2024.