FT Vest US Equity Buffer ETF June
FJUN
21 hedge funds and large institutions have $46.5M invested in FT Vest US Equity Buffer ETF June in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.
21% more capital invested
Capital invested by funds: $38.6M → $46.5M (+$7.94M)
7.49% more ownership
Funds ownership: 73.03% → 80.52% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 22 → 21 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$8.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.24M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$247K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$227K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.85M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$617K |
| 3 |
EWM
Echo Wealth Management
Plymouth,
Minnesota
|
-$437K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$255K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$233K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
Mutual Advisors
Omaha,
Nebraska
| – | -$233K | -6,850 | Closed |
|
|
CCFM
27
Clear Creek Financial Management
Silverdale,
Washington
| – | -$212K | -6,250 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$37K | -1,086 | Closed |
|
FJUN Hedge Fund Activity: Q1 2021 in Review
21 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2021, worth a combined $46.5M — up 21% from $38.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FJUN and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.
The largest buyer was PRW Wealth Management, opening a new position worth an estimated $8.21M. The largest seller was Atria Investments, exiting entirely with an estimated $1.85M sold.
- 21 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2021, down from 22 in Q4 2020.
- Funds reported $46.5M of FT Vest US Equity Buffer ETF June stock for Q1 2021, up 21% quarter-over-quarter.
- 6 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2021 and 7 closed out, a net change of -1 holder.
- The largest FT Vest US Equity Buffer ETF June buyer in Q1 2021 was PRW Wealth Management, an estimated $8.21M added.
- The largest FT Vest US Equity Buffer ETF June seller in Q1 2021 was Atria Investments, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2021.