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FT Vest US Equity Buffer ETF June

79 hedge funds and large institutions have $169M invested in FT Vest US Equity Buffer ETF June in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

18% more capital invested

Capital invested by funds: $144M → $169M (+$25.4M)

16% more funds holding

Funds holding: 6879 (+11)

2.63% less ownership

Funds ownership: 62.17%59.54% (-2.6%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
29
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$34.2M +$3.62M +99,663 +11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.4M +$3.31M +91,201 +37%
RC
3
Rovin Capital
Arizona
$10.9M +$11.6M +320,223 New
TFS
4
TrustCore Financial Services
Tennessee
$10.8M +$297K +8,171 +3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.84M +$2.11M +58,235 +25%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.8M +$3.35M +92,343 +47%
Mariner
7
Mariner
Kansas
$5.72M -$320K -8,810 -5%
AI
8
Atria Investments
North Carolina
$5.63M -$288K -7,938 -5%
APA
9
American Portfolios Advisors
New York
$4.3M +$724K +19,964 +19%
KWS
10
Keystone Wealth Services
California
$4.25M -$258K -7,107 -5%
FGG
11
Financial Guidance Group
Florida
$4.22M -$6.17K -170 -0.1%
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$4.14M -$15.1K -415 -0.3%
LC
13
Legacy CG
Texas
$3.83M -$1.2M -32,983 -23%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.12M -$624K -17,206 -16%
OBWG
15
Onyx Bridge Wealth Group
New York
$2.93M +$3.12M +85,964 New
MWM
16
Maltin Wealth Management
New Jersey
$2.9M +$761K +20,960 +33%
BCM
17
Beck Capital Management
Texas
$2.79M -$66.9K -1,844 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.68M -$805K -22,176 -22%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.28M +$70.5K +1,942 +3%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.51M
RJA
21
Raymond James & Associates
Florida
$1.46M -$308K -8,489 -17%
SI
22
Stephens Inc
Arkansas
$1.44M +$1.54M +42,408 New
CA
23
Cetera Advisors
Colorado
$1.41M -$583K -16,080 -28%
SFS
24
Sowell Financial Services
Arkansas
$1.23M +$1.31M +36,188 New
ICG
25
InterOcean Capital Group
Tennessee
$1.21M +$253K +6,978 +24%

FJUN Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q3 2022, worth a combined $169M — up 18% from $144M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FJUN positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Rovin Capital, opening a new position worth an estimated $11.6M. The largest seller was Legacy CG, cutting an estimated $1.2M.

  • 79 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $169M of FT Vest US Equity Buffer ETF June stock for Q3 2022, up 18% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Buffer ETF June positions in Q3 2022 and 4 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q3 2022 was Rovin Capital, an estimated $11.6M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q3 2022 was Legacy CG, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2022.