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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
IA
76
IFP Advisors
Florida
$257K -$38.9K -992 -14%
CSB
77
City State Bank
Iowa
$251K -$70.6K -1,800 -23%
HSA
78
HBK Sorce Advisory
Pennsylvania
$234K -$189K -4,813 -46%
CWS
79
Cypress Wealth Services
California
$231K
PFA
80
Plotkin Financial Advisors
Maryland
$216K +$204K +5,207 New
FFN
81
Focus Financial Network
Minnesota
$215K -$7.72K -197 -4%
TCM
82
Triumph Capital Management
Colorado
$213K +$202K +5,145 New
ACMA
83
Arbor Capital Management (Alaska)
Alaska
$208K -$40.9K -1,043 -17%
AWS
84
Atria Wealth Solutions
New York
$206K +$195K +4,983 New
CFGS
85
Concourse Financial Group Securities
Alabama
$198K +$15.9K +405 +9%
PIAS
86
PCA Investment Advisory Services
Ohio
$194K -$42.3K -1,080 -19%
GEA
87
Glen Eagle Advisors
New Jersey
$166K
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$92.8K
AF
89
Advisornet Financial
Minnesota
$87K
GM
90
GeoWealth Management
Illinois
$48K +$45K +1,149 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$46K +$43.5K +1,110 New
BTI
92
Blue Trust Inc
Georgia
$31K +$31.4K +800 New
OMC
93
Old Mission Capital
Illinois
-$1.3M -33,968 Closed
ICG
94
InterOcean Capital Group
Tennessee
-$1.06M -27,701 Closed
OC
95
Oppenheimer & Co
New York
-$515K -13,451 Closed
ACG
96
Allen Capital Group
Nebraska
-$463K -12,088 Closed
PWM
97
PRW Wealth Management
Massachusetts
-$401K -10,325 Closed
UBS Group
98
UBS Group
Switzerland
-$172K -4,491 Closed

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.