We are live on ! Find out more
FJUN icon

FT Vest US Equity Buffer ETF June

97 hedge funds and large institutions have $239M invested in FT Vest US Equity Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 17

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

19% more capital invested

Capital invested by funds: $200M → $239M (+$38.9M)

5% more funds holding

Funds holding: 9297 (+5)

5.69% less ownership

Funds ownership: 51.58%45.88% (-5.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
47
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$274K +$281K +6,750 New
CSB
77
City State Bank
Iowa
$245K
CFGS
78
Concourse Financial Group Securities
Alabama
$229K +$36.8K +884 +19%
AWS
79
Atria Wealth Solutions
New York
$226K +$25K +600 +12%
CWS
80
Cypress Wealth Services
California
$223K
SA
81
SFI Advisors
New Jersey
$215K +$220K +5,295 New
Jane Street
82
Jane Street
New York
$214K -$546K -13,113 -71%
PFA
83
Plotkin Financial Advisors
Maryland
$211K
FFN
84
Focus Financial Network
Minnesota
$210K
TCM
85
Triumph Capital Management
Colorado
$209K
GM
86
GeoWealth Management
Illinois
$193K +$151K +3,623 +315%
GEA
87
Glen Eagle Advisors
New Jersey
$162K
NS
88
NBC Securities
Alabama
$144K +$148K +3,564 New
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$90.8K
AF
90
Advisornet Financial
Minnesota
$85.1K
UBS Group
91
UBS Group
Switzerland
$79.9K +$82K +1,972 New
Morgan Stanley
92
Morgan Stanley
New York
$61.7K +$63.3K +1,521 New
OAJ
93
Ogorek Anthony Joseph
New York
$51K +$52.8K +1,269 New
AA
94
AlphaMark Advisors
Kentucky
$32K +$33.3K +800 New
AIP
95
Ameritas Investment Partners
Nebraska
$28.4K +$29.1K +700 New
EW
96
Element Wealth
Mississippi
$20.3K +$20.8K +500 New
ACA
97
Aptus Capital Advisors
Alabama
$1.95K +$2K +48 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
-$8.15M -196,600 Closed
LSA
99
Lion Street Advisors
Texas
-$864K -23,093 Closed
Wolverine Trading
100
Wolverine Trading
Illinois
-$567K -13,789 Closed

FJUN Hedge Fund Activity: Q3 2023 in Review

97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2023, worth a combined $239M — up 19% from $200M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FJUN positions and 10 closed out — a net gain of 5 holders — while 47 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $9.95M. The largest seller was Bank of Montreal, exiting entirely with an estimated $8.15M sold.

  • 97 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2023, up from 92 in Q2 2023.
  • Funds reported $239M of FT Vest US Equity Buffer ETF June stock for Q3 2023, up 19% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2023 and 10 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2023 was Osaic Holdings, an estimated $9.95M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2023 was Bank of Montreal, an estimated $8.15M sold.

Based on aggregated 13F filings for Q3 2023.