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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
LPL Financial
51
LPL Financial
California
$563K +$532K +13,580 New
CPIG
52
Chicago Partners Investment Group
Illinois
$557K +$521K +13,292 New
OIA
53
OneDigital Investment Advisors
Kansas
$557K +$48K +1,223 +10%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$547K -$644K -16,434 -55%
FA
55
Flagstar Advisors
New York
$528K +$252K +6,418 +102%
SS
56
Sunbelt Securities
Texas
$524K
SL
57
SWMG LLC
Texas
$505K +$477K +12,178 New
SWA
58
SOA Wealth Advisors
New York
$500K +$473K +12,060 New
AWM
59
AE Wealth Management
Kansas
$491K +$79.5K +2,028 +21%
SPIA
60
Steward Partners Investment Advisory
New York
$490K
BTWM
61
Baker Tilly Wealth Management
Wisconsin
$485K +$128K +3,275 +39%
BRWA
62
B. Riley Wealth Advisors
Florida
$484K +$458K +11,681 New
AAS
63
Ameritas Advisory Services
Nebraska
$482K -$30.2K -770 -6%
AIC
64
Archer Investment Corporation
Indiana
$452K -$2.35K -60 -0.5%
HAS
65
HBW Advisory Services
California
$433K +$410K +10,447 New
IWP
66
Icon Wealth Partners
Texas
$403K +$381K +9,724 New
SB
67
Strategic Blueprint
Georgia
$381K +$360K +9,188 New
MSFS
68
Main Street Financial Solutions
Pennsylvania
$354K +$335K +8,535 New
AAS
69
Avantax Advisory Services
Texas
$336K -$352K -8,965 -53%
FHC
70
First Heartland Consultants
Missouri
$312K +$34.3K +874 +13%
MA
71
Mutual Advisors
Nebraska
$299K +$283K +7,214 New
DFA
72
DHJJ Financial Advisors
Illinois
$297K +$50.8K +1,295 +22%
SCA
73
Sage Capital Advisors
South Dakota
$293K +$277K +7,059 New
SFG
74
Sovereign Financial Group
Connecticut
$284K
CPRC
75
Consolidated Portfolio Review Corp
New York
$279K +$264K +6,728 New

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.