FT Vest US Equity Buffer ETF June
FJUN
79 hedge funds and large institutions have $169M invested in FT Vest US Equity Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
18% more capital invested
Capital invested by funds: $144M → $169M (+$25.4M)
16% more funds holding
Funds holding: 68 → 79 (+11)
2.63% less ownership
Funds ownership: 62.17% → 59.54% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Rovin Capital
Mesa,
Arizona
|
+$11.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.62M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.35M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.31M |
| 5 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$1.2M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$805K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$624K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$583K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$574K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Advisornet Financial
Minnetonka,
Minnesota
| $95K | – | – | – |
|
|
SAM
77
Strategic Asset Management
Rochester,
Minnesota
| $70K | -$4.9K | -135 | -6% |
|
|
OPW
78
Oxler Private Wealth
Rye Brook,
New York
| $67K | +$25.4K | +700 | New |
|
|
MOS
79
MGO One Seven
Beachwood,
Ohio
| $1.61K | – | – | – |
|
|
WP
80
WealthSource Partners
San Luis Obispo,
California
| – | -$574K | -16,330 | Closed |
|
81
Bank of America
Charlotte,
North Carolina
| – | -$265K | -7,535 | Closed |
|
|
CCFM
82
Clear Creek Financial Management
Silverdale,
Washington
| – | -$216K | -6,150 | Closed |
|
83
UBS Group
Zurich,
Switzerland
| – | -$19K | -527 | Closed |
|
FJUN Hedge Fund Activity: Q3 2022 in Review
79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2022, worth a combined $169M — up 18% from $144M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FJUN positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 20 trimmed.
The largest buyer was Rovin Capital, opening a new position worth an estimated $11.6M. The largest seller was Legacy CG, cutting an estimated $1.2M.
- 79 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2022, up from 68 in Q2 2022.
- Funds reported $169M of FT Vest US Equity Buffer ETF June stock for Q3 2022, up 18% quarter-over-quarter.
- 16 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2022 and 4 closed out, a net change of +12 holders.
- The largest FT Vest US Equity Buffer ETF June buyer in Q3 2022 was Rovin Capital, an estimated $11.6M added.
- The largest FT Vest US Equity Buffer ETF June seller in Q3 2022 was Legacy CG, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2022.