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FT Vest US Equity Buffer ETF June

127 hedge funds and large institutions have $272M invested in FT Vest US Equity Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more funds holding

Funds holding: 103127 (+24)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $241M → $272M (+$30.7M)

1.57% less ownership

Funds ownership: 39.78%38.2% (-1.6%)

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
44
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$991K +$744K +15,709 +329%
AssetMark Inc
52
AssetMark Inc
California
$984K +$963K +20,328 New
EWM
53
EPG Wealth Management
Georgia
$756K -$681K -14,370 Closed
SEIA
54
Signature Estate & Investment Advisors
California
$750K +$68.9K +1,455 +10%
SWA
55
SOA Wealth Advisors
New York
$683K +$69.4K +1,465 +12%
CF
56
Centaurus Financial
California
$683K +$561K +11,842 +521%
BRWA
57
B. Riley Wealth Advisors
Florida
$661K +$68.9K +1,454 +12%
CPIG
58
Chicago Partners Investment Group
Illinois
$643K
SL
59
SWMG LLC
Texas
$589K
DFA
60
DHJJ Financial Advisors
Illinois
$548K +$193K +4,068 +56%
BCM
61
Brookstone Capital Management
Illinois
$544K +$525K +11,080 New
FI
62
FWG Investments
Kentucky
$543K +$88.8K +1,875 +20%
AWM
63
Avior Wealth Management
Nebraska
$537K
OIA
64
OneDigital Investment Advisors
Kansas
$524K -$41.2K -870 -7%
CFGS
65
Concourse Financial Group Securities
Alabama
$491K +$194K +4,100 +68%
AIC
66
Archer Investment Corporation
Indiana
$482K -$3.03K -64 -0.6%
SS
67
Sunbelt Securities
Texas
$477K -$39.6K -836 -8%
FPWM
68
FSB Premier Wealth Management
Iowa
$463K +$79K +1,668 +21%
FA
69
Flagstar Advisors
New York
$462K -$134K -2,836 -23%
JP Morgan Chase
70
JP Morgan Chase
New York
$442K -$352K -7,425 -45%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$438K -$413K -8,711 -49%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$435K +$425K +8,983 New
FWM
73
Foguth Wealth Management
Michigan
$428K +$419K +8,841 New
LPT
74
Legacy Private Trust
Wisconsin
$405K +$396K +8,364 New
CA
75
CoreCap Advisors
Michigan
$399K +$45K +950 +13%

FJUN Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q2 2024, worth a combined $272M — up 13% from $241M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FJUN positions and 9 closed out — a net gain of 26 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was SMART Wealth, opening a new position worth an estimated $8.11M. The largest seller was Harbour Investments, cutting an estimated $3.26M.

  • 127 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q2 2024, up from 103 in Q1 2024.
  • Funds reported $272M of FT Vest US Equity Buffer ETF June stock for Q2 2024, up 13% quarter-over-quarter.
  • 35 funds opened new FT Vest US Equity Buffer ETF June positions in Q2 2024 and 9 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q2 2024 was SMART Wealth, an estimated $8.11M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q2 2024 was Harbour Investments, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.