FT Vest US Equity Buffer ETF June
FJUN
73 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 13 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4.39% less ownership
Funds ownership: 59.54% → 55.15% (-4.4%)
7% less capital invested
Capital invested by funds: $169M → $158M (-$11.4M)
8% less funds holding
Funds holding: 79 → 73 (-6)
15% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 26
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.97M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$6.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.56M |
| 4 |
LC
Legacy CG
Plano,
Texas
|
+$3.98M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$24.9M |
| 2 |
RC
Rovin Capital
Mesa,
Arizona
|
-$10.9M |
| 3 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$9.58M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$2.59M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
76
PRW Wealth Management
Quincy,
Massachusetts
| – | -$589K | -17,325 | Closed |
|
|
JIP
77
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$589K | -17,317 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$518K | -15,218 | Closed |
|
|
ACG
79
Allen Capital Group
Grand Island,
Nebraska
| – | -$433K | -12,726 | Closed |
|
|
LPT
80
Legacy Private Trust
Neenah,
Wisconsin
| – | -$336K | -9,870 | Closed |
|
81
Goldman Sachs
New York
| – | -$312K | -9,174 | Closed |
|
|
1SB
82
1ST Source Bank
South Bend,
Indiana
| – | -$308K | -9,050 | Closed |
|
|
GSAM
83
Grant Street Asset Management
Canonsburg,
Pennsylvania
| – | -$260K | -7,647 | Closed |
|
|
MA
84
Mutual Advisors
Omaha,
Nebraska
| – | -$254K | -7,477 | Closed |
|
|
BFG
85
Bouchey Financial Group
Troy,
New York
| – | -$207K | -6,087 | Closed |
|
|
OPW
86
Oxler Private Wealth
Rye Brook,
New York
| – | -$67K | -700 | Closed |
|
FJUN Hedge Fund Activity: Q4 2022 in Review
73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2022, worth a combined $158M — down 6.8% from $169M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FJUN and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 22 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $8.97M. The largest seller was Kestra Advisory Services, cutting an estimated $24.9M.
- 73 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2022, down from 79 in Q3 2022.
- Funds reported $158M of FT Vest US Equity Buffer ETF June stock for Q4 2022, down 6.8% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2022 and 13 closed out, a net change of -4 holders.
- The largest FT Vest US Equity Buffer ETF June buyer in Q4 2022 was Commonwealth Equity Services, an estimated $8.97M added.
- The largest FT Vest US Equity Buffer ETF June seller in Q4 2022 was Kestra Advisory Services, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2022.