FT Vest US Equity Buffer ETF June
FJUN
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.
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: 92 → 97 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.95M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.91M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.88M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.45M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.15M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.74M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$938K |
| 4 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$864K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$567K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFG
101
Sovereign Financial Group
Stamford,
Connecticut
| – | -$284K | -6,856 | Closed |
|
|
CPRC
102
Consolidated Portfolio Review Corp
Woodbury,
New York
| – | -$279K | -6,728 | Closed |
|
|
HSA
103
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$234K | -5,639 | Closed |
|
|
ACMA
104
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| – | -$208K | -5,012 | Closed |
|
|
PIAS
105
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$194K | -4,690 | Closed |
|
106
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$46K | -1,110 | Closed |
|
|
BTI
107
Blue Trust Inc
Alpharetta,
Georgia
| – | -$31K | -800 | 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.