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FT Vest US Equity Buffer ETF June
FJUN

104 hedge funds and large institutions have $311M invested in FT Vest US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $239M → $311M (+$72.2M)

7% more funds holding

Funds holding: 97 → 104 (+7)

1.11% more ownership

Funds ownership: 45.88% → 47% (+1.1%)

72% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 50

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
18
Increased
14
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAC
Mason & Associates (California)
California
+$62.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.08M
3
OMC
Old Mission Capital
Illinois
+$2.9M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.94M
5
LPL Financial
LPL Financial
California
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.56M
4
AWM
AE Wealth Management
Kansas
-$2.75M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$30.9K – – –
LA
102
LM Advisors
California
$20.1K +$19.1K +455 New
FFA
103
Farther Finance Advisors
California
$5.12K +$4.86K +116 New
ACA
104
Aptus Capital Advisors
Alabama
$2.12K – – –
KWM
105
Kingsview Wealth Management
Oregon
– -$1.16M -28,633 Closed
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
– -$567K -13,978 Closed
Citadel Advisors
107
Citadel Advisors
Florida
– -$464K -11,452 Closed
FHC
108
First Heartland Consultants
Missouri
– -$343K -8,455 Closed
SCA
109
Sage Capital Advisors
South Dakota
– -$289K -7,123 Closed
MA
110
Mutual Advisors
Nebraska
– -$284K -7,014 Closed
SA
111
SFI Advisors
New Jersey
– -$215K -5,295 Closed
FFN
112
Focus Financial Network
Minnesota
– -$210K -5,178 Closed
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
– -$90.8K -2,240 Closed
EW
114
Element Wealth
Mississippi
– -$20.3K -500 Closed
1 2 3 4
5

FJUN Hedge Fund Activity: Q4 2023 in Review

104 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q4 2023, worth a combined $311M — up 30% from $239M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FJUN positions and 10 closed out — a net gain of 8 holders — while 14 added to existing stakes and 50 trimmed.

The largest buyer was Mason & Associates (California), opening a new position worth an estimated $62.2M. The largest seller was Osaic Holdings, cutting an estimated $10.8M.

  • 104 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q4 2023, up from 97 in Q3 2023.
  • Funds reported $311M of FT Vest US Equity Buffer ETF June stock for Q4 2023, up 30% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Buffer ETF June positions in Q4 2023 and 10 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q4 2023 was Mason & Associates (California), an estimated $62.2M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q4 2023 was Osaic Holdings, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.