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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
AIA
126
AssuredPartners Investment Advisors
Florida
$218K +$218K +4,245 New
FFN
127
Focus Financial Network
Minnesota
$215K
CAL
128
Capital Analysts LLC
Pennsylvania
$208K
GEA
129
Glen Eagle Advisors
New Jersey
$206K
Morgan Stanley
130
Morgan Stanley
New York
$157K +$2.92K +57 +2%
ACM
131
Anfield Capital Management
California
$133K
MMCM
132
Murphy & Mullick Capital Management
New York
$82.2K +$82.1K +1,600 New
AF
133
Advisornet Financial
Minnesota
$66.8K -$5.13K -100 -7%
NWWA
134
New Wave Wealth Advisors
Arkansas
$62.7K +$62.6K +1,220 New
GM
135
GeoWealth Management
Illinois
$59K -$205K -3,998 -78%
KFI
136
Key Financial Inc
Pennsylvania
$40.2K
AIP
137
Ameritas Investment Partners
Nebraska
$36K
UBS Group
138
UBS Group
Switzerland
$34K
PSFG
139
Park Square Financial Group
Georgia
$25.3K +$25.3K +493 New
Comerica Bank
140
Comerica Bank
Texas
$21.9K
FNWA
141
Financial Network Wealth Advisors
Utah
$7.3K -$116K -2,262 -94%
OAJ
142
Ogorek Anthony Joseph
New York
$7K
JP Morgan Chase
143
JP Morgan Chase
New York
$4.62K -$608K -11,841 -99%
Barclays
144
Barclays
United Kingdom
$4.01K -$142K -2,772 -97%
NS
145
NBC Securities
Alabama
$269 -$296K -5,760 -100%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
-$1.73M -34,175 Closed
ACMA
147
Arbor Capital Management (Alaska)
Alaska
-$484K -10,840 Closed
ZIMP
148
Zimmermann Investment Management & Planning
Pennsylvania
-$377K -7,457 Closed
LPT
149
Legacy Private Trust
Wisconsin
-$342K -6,765 Closed
SFWA
150
Summit Financial Wealth Advisors
Louisiana
-$291K -5,767 Closed

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.