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FT Vest US Equity Buffer ETF June

79 hedge funds and large institutions have $169M invested in FT Vest US Equity Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

18% more capital invested

Capital invested by funds: $144M → $169M (+$25.4M)

16% more funds holding

Funds holding: 6879 (+11)

2.63% less ownership

Funds ownership: 62.17%59.54% (-2.6%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
29
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.15M +$127K +3,503 +12%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$1.09M +$1.02M +28,148 +741%
ZIMP
28
Zimmermann Investment Management & Planning
Pennsylvania
$1.05M +$38.8K +1,070 +4%
HI
29
Harbour Investments
Wisconsin
$961K
Truist Financial
30
Truist Financial
North Carolina
$850K +$172K +4,738 +23%
AIC
31
Archer Investment Corporation
Indiana
$817K -$4.5K -124 -0.5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$814K +$719K +19,828 +483%
BRWA
33
B. Riley Wealth Advisors
Florida
$788K +$840K +23,154 New
WS
34
Wedbush Securities
California
$767K +$11.8K +325 +1%
IF
35
Integrity Financial
Wyoming
$761K +$57.8K +1,593 +8%
CAN
36
Cetera Advisor Networks
California
$756K +$123K +3,378 +18%
OMC
37
Old Mission Capital
Illinois
$733K +$782K +21,552 New
CP
38
Camelot Portfolios
Ohio
$732K -$111K -3,057 -12%
SPC
39
Sigma Planning Corp
Michigan
$645K +$67.8K +1,868 +11%
FPWM
40
FSB Premier Wealth Management
Iowa
$625K +$273K +7,517 +69%
AAS
41
Ameritas Advisory Services
Nebraska
$598K -$85K -2,342 -12%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$597K
JIP
43
Jaffetilchin Investment Partners
Florida
$589K -$96.6K -2,663 -13%
PWM
44
PRW Wealth Management
Massachusetts
$589K +$229K +6,300 +57%
HSA
45
HBK Sorce Advisory
Pennsylvania
$582K +$1.12M +30,993 +204%
SEIA
46
Signature Estate & Investment Advisors
California
$526K
HIM
47
Hanlon Investment Management
New Jersey
$524K -$31.9K -880 -5%
Citadel Advisors
48
Citadel Advisors
Florida
$518K +$552K +15,218 New
EWM
49
EPG Wealth Management
Georgia
$513K
AWM
50
AE Wealth Management
Kansas
$491K +$97.4K +2,683 +23%

FJUN Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2022, worth a combined $169M — up 18% from $144M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FJUN positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Rovin Capital, opening a new position worth an estimated $11.6M. The largest seller was Legacy CG, cutting an estimated $1.2M.

  • 79 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $169M of FT Vest US Equity Buffer ETF June stock for Q3 2022, up 18% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2022 and 4 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2022 was Rovin Capital, an estimated $11.6M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2022 was Legacy CG, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2022.