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FT Vest US Equity Buffer ETF June

145 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $270M → $289M (+$19.7M)

6% more funds holding

Funds holding: 137145 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.3% less ownership

Funds ownership: 32.11%31.81% (-0.3%)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
35
Reduced
56
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$544K +$4.31K +84 +0.8%
HI
77
Horizon Investments
North Carolina
$542K +$210K +4,084 +63%
GFG
78
Grantvest Financial Group
New Jersey
$541K +$540K +10,525 New
PFA
79
Plotkin Financial Advisors
Maryland
$540K -$821 -16 -0.2%
CA
80
CoreCap Advisors
Michigan
$530K +$60.7K +1,182 +13%
CPIG
81
Chicago Partners Investment Group
Illinois
$530K -$156K -3,042 -23%
AIC
82
Archer Investment Corporation
Indiana
$505K -$4.11K -80 -0.8%
SS
83
Sunbelt Securities
Texas
$503K -$5.75K -112 -1%
FPWM
84
FSB Premier Wealth Management
Iowa
$491K
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$487K -$485K -9,444 -50%
CVA
86
Central Valley Advisors
California
$463K -$2K -39 -0.4%
AWS
87
Atria Wealth Solutions
New York
$449K +$200K +3,896 +80%
UAG
88
United Advisor Group
Ohio
$442K -$2.77K -54 -0.6%
WEG
89
World Equity Group
Illinois
$436K +$436K +8,494 New
AWM
90
Avior Wealth Management
Nebraska
$418K -$308 -6 -0.1%
HIS
91
Harvest Investment Services
Illinois
$417K -$15.6K -303 -4%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$404K +$79.5K +1,550 +25%
MA
93
Mutual Advisors
Nebraska
$402K -$10.3K -200 -3%
WAS
94
WESPAC Advisors SoCal
California
$401K -$3.03K -59 -0.7%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$399K +$10.8K +210 +3%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$393K
SPC
97
Sigma Planning Corp
Michigan
$380K
HIM
98
Hanlon Investment Management
New Jersey
$378K +$117K +2,272 +45%
HAS
99
HBW Advisory Services
California
$377K +$1.75K +34 +0.5%
BPWM
100
Black Point Wealth Management
Florida
$374K -$14.1K -275 -4%

FJUN Hedge Fund Activity: Q4 2024 in Review

145 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2024, worth a combined $289M — up 7.3% from $270M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FJUN positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.96M. The largest seller was Osaic Holdings, cutting an estimated $2.13M.

  • 145 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $289M of FT Vest US Equity Buffer ETF June stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2024 was Ameriprise, an estimated $5.96M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2024 was Osaic Holdings, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.