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FT Vest US Equity Buffer ETF June
FJUN

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: 3 → 5 (+2)

23% more funds holding

Funds holding: 103 → 127 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
+$8.11M
2
EE
EWG Elevate
California
+$6.61M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.23M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.17M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$3.26M
2
Jane Street
Jane Street
New York
-$2.59M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.38M
4
KWS
Keystone Wealth Services
California
-$2.22M
5
SI
Stephens Inc
Arkansas
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
101
Hanlon Investment Management
New Jersey
$232K +$227K +4,797 New
ACMA
102
Arbor Capital Management (Alaska)
Alaska
$229K +$9.33K +197 +4%
KWA
103
Kingswood Wealth Advisors
California
$227K +$223K +4,700 New
NS
104
NBC Securities
Alabama
$224K +$68.7K +1,450 +45%
IAS
105
Insigneo Advisory Services
Florida
$215K +$218K +4,600 New
UCFA
106
United Capital Financial Advisors
Texas
$208K +$204K +4,300 New
GEA
107
Glen Eagle Advisors
New Jersey
$194K – – –
CAL
108
Capital Analysts LLC
Pennsylvania
$170K +$167K +3,521 New
GM
109
GeoWealth Management
Illinois
$160K +$19.1K +403 +14%
HI
110
Horizon Investments
North Carolina
$152K +$149K +3,150 New
ACM
111
Anfield Capital Management
California
$126K +$123K +2,595 New
FNWA
112
Financial Network Wealth Advisors
Utah
$116K +$114K +2,404 New
PS
113
Principal Securities
Iowa
$87K +$1.04K +22 +1%
AF
114
Advisornet Financial
Minnesota
$67.8K – – –
CPA
115
Clear Point Advisors
New York
$56.4K -$71K -1,500 -56%
FFA
116
Farther Finance Advisors
California
$44.5K +$43.5K +918 New
KFI
117
Key Financial Inc
Pennsylvania
$37.8K -$10.3K -218 -22%
UBS Group
118
UBS Group
Switzerland
$33.9K -$260K -5,488 -89%
AIP
119
Ameritas Investment Partners
Nebraska
$33.9K – – –
CB
120
Chris Bulman
California
$32.4K +$31.7K +670 New
Comerica Bank
121
Comerica Bank
Texas
$20.7K -$1.42K -30 -7%
PCM
122
Penserra Capital Management
California
$8K +$7.77K +164 New
OAJ
123
Ogorek Anthony Joseph
New York
$7K – – –
WPA
124
West Paces Advisors
Georgia
$6.34K – – –
TWP
125
Triad Wealth Partners
Kansas
$4.4K +$4.31K +91 New
2 3 4
5
6

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.