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FT Vest US Equity Buffer ETF January

123 hedge funds and large institutions have $295M invested in FT Vest US Equity Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 121123 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.22% less ownership

Funds ownership: 46.07%37.86% (-8.2%)

12% less capital invested

Capital invested by funds: $337M → $295M (-$42.1M)

65% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 54

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
19
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1
Freedom Investment Management
Connecticut
$29.6M -$1.27M -29,935 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$28M -$5.14M -121,486 -16%
BCM
3
Brookstone Capital Management
Illinois
$18.3M -$995K -23,527 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.6M -$357K -8,445 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.5M -$6.94M -164,239 -33%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$12.3M -$6.64M -157,107 -36%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$12.2M +$7.88M +186,496 +198%
SW
8
SMART Wealth
Nebraska
$10.9M +$2.09M +49,404 +25%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.67M +$84.1K +1,990 +1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$8.41M -$336K -7,957 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.19M -$7.28M -172,235 -51%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.7M -$572K -13,529 -8%
LPL Financial
13
LPL Financial
California
$6.59M -$758K -17,931 -11%
MC
14
McCarthy & Cox
Ohio
$5.87M -$42.5K -1,006 -0.7%
PCG
15
Prosperity Consulting Group
Maryland
$5.54M -$599K -14,162 -10%
FWM
16
Foguth Wealth Management
Michigan
$5.05M +$556K +13,162 +13%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$4.78M -$26.9K -637 -0.6%
AI
18
Atria Investments
North Carolina
$4.59M +$225K +5,311 +5%
ASN
19
Advisory Services Network
Georgia
$4.23M -$53.4K -1,263 -1%
AP
20
Americana Partners
Texas
$3.92M +$65.8K +1,557 +2%
RJA
21
Raymond James & Associates
Florida
$3.8M -$192K -4,534 -5%
RFG
22
REAP Financial Group
Texas
$3.73M +$292K +6,901 +9%
PFA
23
Plotkin Financial Advisors
Maryland
$3.51M -$29.4K -696 -0.9%
ACM
24
Anfield Capital Management
California
$3.47M +$3.38M +79,978 New
KAS
25
Kestra Advisory Services
Texas
$3.4M -$69.7K -1,648 -2%

FJAN Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF January (FJAN) for Q2 2024, worth a combined $295M — down 12% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FJAN positions and 14 closed out — a net gain of 4 holders — while 19 added to existing stakes and 54 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $7.88M. The largest seller was Prospera Financial Services, cutting an estimated $11.3M.

  • 123 institutional investors held FT Vest US Equity Buffer ETF January (FJAN) as of Q2 2024, up from 121 in Q1 2024.
  • Funds reported $295M of FT Vest US Equity Buffer ETF January stock for Q2 2024, down 12% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Buffer ETF January positions in Q2 2024 and 14 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF January buyer in Q2 2024 was Janney Montgomery Scott, an estimated $7.88M added.
  • The largest FT Vest US Equity Buffer ETF January seller in Q2 2024 was Prospera Financial Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2024.