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FT Vest US Equity Buffer ETF June

92 hedge funds and large institutions have $200M invested in FT Vest US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

76% more capital invested

Capital invested by funds: $114M → $200M (+$86.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

23% more funds holding

Funds holding: 7592 (+17)

2.68% more ownership

Funds ownership: 48.9%51.58% (+2.7%)

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
32
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.64M +$537K +13,698 +53%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.51M -$303K -7,736 -17%
CAN
28
Cetera Advisor Networks
California
$1.45M +$478K +12,204 +53%
Truist Financial
29
Truist Financial
North Carolina
$1.36M +$360K +9,171 +39%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.27M -$1M -25,533 -45%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$1.24M -$6.59K -168 -0.6%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.23M -$1.45K -37 -0.1%
RJA
33
Raymond James & Associates
Florida
$1.15M +$434K +11,077 +67%
AWM
34
Apollon Wealth Management
South Carolina
$1.11M
CP
35
Camelot Portfolios
Ohio
$1.09M -$4.51K -115 -0.4%
Citadel Advisors
36
Citadel Advisors
Florida
$1.02M +$961K +24,520 New
MCWS
37
McKinley Carter Wealth Services
West Virginia
$1.01M +$51.2K +1,305 +6%
IF
38
Integrity Financial
Wyoming
$969K +$40.2K +1,026 +5%
LSA
39
Lion Street Advisors
Texas
$864K +$423K +10,799 +88%
WS
40
Wedbush Securities
California
$863K -$448K -11,428 -35%
SPC
41
Sigma Planning Corp
Michigan
$774K +$28.5K +726 +4%
Jane Street
42
Jane Street
New York
$762K +$721K +18,387 New
NA
43
NewEdge Advisors
Louisiana
$670K -$382K -9,753 -38%
MWM
44
Maltin Wealth Management
New Jersey
$667K -$3.56M -90,893 -85%
SEIA
45
Signature Estate & Investment Advisors
California
$641K
FPWM
46
FSB Premier Wealth Management
Iowa
$637K +$56.5K +1,441 +10%
MOS
47
MGO One Seven
Ohio
$635K -$295K -7,536 -33%
EWM
48
EPG Wealth Management
Georgia
$595K
HIM
49
Hanlon Investment Management
New Jersey
$579K -$35.5K -906 -6%
Wolverine Trading
50
Wolverine Trading
Illinois
$567K +$82.1K +2,095 +18%

FJUN Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q2 2023, worth a combined $200M — up 76% from $114M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FJUN positions and 6 closed out — a net gain of 17 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $7.71M. The largest seller was Kestra Private Wealth Services, cutting an estimated $3.82M.

  • 92 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q2 2023, up from 75 in Q1 2023.
  • Funds reported $200M of FT Vest US Equity Buffer ETF June stock for Q2 2023, up 76% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF June positions in Q2 2023 and 6 closed out, a net change of +17 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q2 2023 was Bank of Montreal, an estimated $7.71M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q2 2023 was Kestra Private Wealth Services, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2023.