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FT Vest US Equity Buffer ETF June

68 hedge funds and large institutions have $144M invested in FT Vest US Equity Buffer ETF June in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 24 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 3

300% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 8

251% more capital invested

Capital invested by funds: $41M → $144M (+$103M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more funds holding

Funds holding: 4568 (+23)

27.6% more ownership

Funds ownership: 34.56%62.17% (+28%)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
24
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$31.9M +$31.5M +878,879 +3,256%
TFS
2
TrustCore Financial Services
Tennessee
$10.8M +$11.1M +308,373 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.59M +$6.19M +172,608 +241%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.12M +$8.28M +230,898 New
Osaic Holdings
5
Osaic Holdings
Arizona
$6.89M +$5.7M +158,845 +430%
Mariner
6
Mariner
Kansas
$6.23M +$5.81M +161,900 +1,073%
AI
7
Atria Investments
North Carolina
$6.09M +$6.21M +173,255 New
LC
8
Legacy CG
Texas
$5.12M +$202K +5,620 +4%
KWS
9
Keystone Wealth Services
California
$4.65M +$250K +6,962 +6%
FGG
10
Financial Guidance Group
Florida
$4.37M +$4.45M +124,095 New
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$4.29M +$4.16M +115,973 +1,913%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.83M +$3.63M +101,234 +1,347%
APA
13
American Portfolios Advisors
New York
$3.74M +$3.65M +101,702 +2,158%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.55M +$1.03M +28,609 +40%
BCM
15
Beck Capital Management
Texas
$2.95M -$71.3K -1,987 -2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.29M +$2.33M +64,998 New
MWM
17
Maltin Wealth Management
New Jersey
$2.26M +$2.31M +64,348 New
CA
18
Cetera Advisors
Colorado
$2.02M +$1.06M +29,666 +107%
RJA
19
Raymond James & Associates
Florida
$1.81M +$1.84M +51,340 New
MOS
20
MGO One Seven
Ohio
$1.67M +$1.48M +41,398 +690%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.56M +$832K +23,204 +109%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.06M +$800K +22,306 +282%
ZIMP
23
Zimmermann Investment Management & Planning
Pennsylvania
$1.05M +$1.07M +29,864 New
ICG
24
InterOcean Capital Group
Tennessee
$1.01M +$1.03M +28,591 New
HI
25
Harbour Investments
Wisconsin
$961K +$979K +27,310 New

FJUN Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q2 2022, worth a combined $144M — up 251% from $41M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FJUN positions and 8 closed out — a net gain of 24 holders — while 24 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $31.5M. The largest seller was PRW Wealth Management, cutting an estimated $2.23M.

  • 68 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $144M of FT Vest US Equity Buffer ETF June stock for Q2 2022, up 251% quarter-over-quarter.
  • 32 funds opened new FT Vest US Equity Buffer ETF June positions in Q2 2022 and 8 closed out, a net change of +24 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q2 2022 was Kestra Advisory Services, an estimated $31.5M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q2 2022 was PRW Wealth Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2022.