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FT Vest US Equity Buffer ETF June

73 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4.39% less ownership

Funds ownership: 59.54%55.15% (-4.4%)

7% less capital invested

Capital invested by funds: $169M → $158M (-$11.4M)

8% less funds holding

Funds holding: 7973 (-6)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
73
Holders Change
-6
Holders Change %
-7.59%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
22
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
26
MGO One Seven
Ohio
$1.38M -$327K -9,112 -19%
HSA
27
HBK Sorce Advisory
Pennsylvania
$1.23M +$1.66M +46,152 +100%
ICG
28
InterOcean Capital Group
Tennessee
$1.19M -$92.7K -2,582 -7%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$1.15M -$5.93K -165 -0.5%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$1.13M +$8.44K +235 +0.8%
HI
31
Harbour Investments
Wisconsin
$1.09M +$99.9K +2,780 +10%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.08M -$134K -3,725 -11%
CP
33
Camelot Portfolios
Ohio
$1.03M +$248K +6,903 +32%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$914K +$49.4K +1,376 +6%
AIC
35
Archer Investment Corporation
Indiana
$864K -$3.59K -100 -0.4%
Truist Financial
36
Truist Financial
North Carolina
$849K -$52.9K -1,473 -6%
MCWS
37
McKinley Carter Wealth Services
West Virginia
$832K +$198K +5,500 +31%
IF
38
Integrity Financial
Wyoming
$807K
CAN
39
Cetera Advisor Networks
California
$802K
RJA
40
Raymond James & Associates
Florida
$798K -$745K -20,743 -48%
WS
41
Wedbush Securities
California
$798K -$15.4K -429 -2%
AAS
42
Ameritas Advisory Services
Nebraska
$768K +$133K +3,695 +21%
SPC
43
Sigma Planning Corp
Michigan
$706K +$21.5K +598 +3%
AAS
44
Avantax Advisory Services
Texas
$616K +$613K +17,067 New
AWM
45
Apollon Wealth Management
South Carolina
$572K +$329K +9,167 +137%
SEIA
46
Signature Estate & Investment Advisors
California
$558K
EWM
47
EPG Wealth Management
Georgia
$544K
Wolverine Trading
48
Wolverine Trading
Illinois
$541K +$280K +7,801 +109%
HIM
49
Hanlon Investment Management
New Jersey
$537K -$18.9K -525 -3%
OBWG
50
Onyx Bridge Wealth Group
New York
$507K -$2.59M -72,058 -84%

FJUN Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2022, worth a combined $158M — down 6.8% from $169M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FJUN and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $8.97M. The largest seller was Kestra Advisory Services, cutting an estimated $24.9M.

  • 73 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2022, down from 79 in Q3 2022.
  • Funds reported $158M of FT Vest US Equity Buffer ETF June stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2022 and 13 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2022 was Commonwealth Equity Services, an estimated $8.97M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2022 was Kestra Advisory Services, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2022.