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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
HIS
76
Harvest Investment Services
Illinois
$398K +$390K +8,225 New
MA
77
Mutual Advisors
Nebraska
$386K +$162K +3,427 +76%
TA
78
TFB Advisors
Kansas
$378K +$370K +7,807 New
MSFS
79
Main Street Financial Solutions
Pennsylvania
$371K
SPC
80
Sigma Planning Corp
Michigan
$366K -$426K -9,001 -54%
BPWM
81
Black Point Wealth Management
Florida
$366K +$358K +7,555 New
IWA
82
Icon Wealth Advisors
Texas
$362K +$2.23K +47 +0.6%
HAS
83
HBW Advisory Services
California
$354K -$92.1K -1,945 -21%
WAS
84
WESPAC Advisors SoCal
California
$353K +$346K +7,301 New
IFG
85
Independent Financial Group
California
$335K +$328K +6,919 New
IA
86
IFP Advisors
Florida
$312K -$35K -740 -10%
MW
87
MBL Wealth
North Carolina
$311K +$305K +6,435 New
MCC
88
Money Concepts Capital
Florida
$311K +$304K +6,424 New
AWS
89
Atria Wealth Solutions
New York
$308K +$37.1K +784 +14%
PFA
90
Plotkin Financial Advisors
Maryland
$307K +$53.9K +1,138 +22%
CIA
91
Concurrent Investment Advisors
Florida
$301K +$295K +6,221 New
EWM
92
Echo Wealth Management
Minnesota
$290K +$9.52K +201 +3%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$285K +$48K +1,014 +21%
SFWA
94
Summit Financial Wealth Advisors
Louisiana
$279K +$273K +5,767 New
MWM
95
Maltin Wealth Management
New Jersey
$267K -$555K -11,716 -68%
CWS
96
Cypress Wealth Services
California
$266K
GS
97
GTS Securities
New York
$263K +$258K +5,439 New
LA
98
Lifeworks Advisors
Michigan
$245K -$66.8K -1,410 -22%
BCI
99
Brinker Capital Investments
Pennsylvania
$235K +$230K +4,859 New
OPS
100
Orion Portfolio Solutions
Nebraska
$235K +$230K +4,859 New

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.