We are live on ! Find out more
FJUN icon

FT Vest US Equity Buffer ETF June

103 hedge funds and large institutions have $241M invested in FT Vest US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 104103 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

7.22% less ownership

Funds ownership: 47%39.78% (-7.2%)

22% less capital invested

Capital invested by funds: $311M → $241M (-$69.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

53% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 47

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
15
Increased
22
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
101
West Paces Advisors
Georgia
$6.16K +$5.96K +131 New
OAJ
102
Ogorek Anthony Joseph
New York
$6K -$51K -1,121 -88%
PMFA
103
Plante Moran Financial Advisors
Michigan
$2.73K +$2.64K +58 New
MAC
104
Mason & Associates (California)
California
-$65.6M -1,485,310 Closed
ZIMP
105
Zimmermann Investment Management & Planning
Pennsylvania
-$5.39M -122,128 Closed
OMC
106
Old Mission Capital
Illinois
-$3.96M -89,756 Closed
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
-$3.25M -73,600 Closed
PFS
108
Prospera Financial Services
Texas
-$1.08M -24,552 Closed
ARC
109
Advisor Resource Council
Texas
-$758K -17,178 Closed
BTWM
110
Baker Tilly Wealth Management
Wisconsin
-$683K -15,459 Closed
WEG
111
World Equity Group
Illinois
-$361K -8,166 Closed
LNC
112
Lincoln National Corp
Pennsylvania
-$298K -6,750 Closed
HIM
113
Hanlon Investment Management
New Jersey
-$294K -6,659 Closed
CSB
114
City State Bank
Iowa
-$267K -6,050 Closed
TCM
115
Triumph Capital Management
Colorado
-$221K -5,000 Closed
AA
116
AlphaMark Advisors
Kentucky
-$35K -800 Closed
ASN
117
Advisory Services Network
Georgia
-$34.9K -791 Closed
LA
118
LM Advisors
California
-$20.1K -455 Closed
FFA
119
Farther Finance Advisors
California
-$5.12K -116 Closed

FJUN Hedge Fund Activity: Q1 2024 in Review

103 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2024, worth a combined $241M — down 22% from $311M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FJUN and 15 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.88M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $65.6M sold.

  • 103 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2024, down from 104 in Q4 2023.
  • Funds reported $241M of FT Vest US Equity Buffer ETF June stock for Q1 2024, down 22% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.88M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q1 2024 was Mason & Associates (California), an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2024.