FT Vest US Equity Buffer ETF June
FJUN
104 hedge funds and large institutions have $311M invested in FT Vest US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 50 reducing their positions, and 10 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
30% more capital invested
Capital invested by funds: $239M → $311M (+$72.2M)
7% more funds holding
Funds holding: 97 → 104 (+7)
1.11% more ownership
Funds ownership: 45.88% → 47% (+1.1%)
72% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$62.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.08M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.9M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.94M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.56M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.75M |
| 5 |
JP Morgan Chase
New York
|
-$1.79M |
FJUN Hedge Fund Activity: Q4 2023 in Review
104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2023, worth a combined $311M — up 30% from $239M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FJUN positions and 10 closed out — a net gain of 8 holders — while 14 added to existing stakes and 50 trimmed.
The largest buyer was Mason & Associates (California), opening a new position worth an estimated $62.2M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.
- 104 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2023, up from 97 in Q3 2023.
- Funds reported $311M of FT Vest US Equity Buffer ETF June stock for Q4 2023, up 30% quarter-over-quarter.
- 18 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2023 and 10 closed out, a net change of +8 holders.
- The largest FT Vest US Equity Buffer ETF June buyer in Q4 2023 was Mason & Associates (California), an estimated $62.2M added.
- The largest FT Vest US Equity Buffer ETF June seller in Q4 2023 was Osaic Holdings, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2023.