FT Vest US Equity Buffer ETF June
FJUN
75 hedge funds and large institutions have $136M invested in FT Vest US Equity Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 35 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 73 → 75 (+2)
6.25% less ownership
Funds ownership: 55.15% → 48.9% (-6.3%)
14% less capital invested
Capital invested by funds: $158M → $136M (-$22.2M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
63% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.84M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.11M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$683K |
| 4 |
JP Morgan Chase
New York
|
+$645K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$8.06M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.93M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$5.66M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.39M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$3.06M |
FJUN Hedge Fund Activity: Q1 2023 in Review
75 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q1 2023, worth a combined $136M — down 14% from $158M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FJUN positions and 7 closed out — a net gain of 3 holders — while 13 added to existing stakes and 35 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.84M. The largest seller was Legacy CG, exiting entirely with an estimated $8.06M sold.
- 75 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q1 2023, up from 73 in Q4 2022.
- Funds reported $136M of FT Vest US Equity Buffer ETF June stock for Q1 2023, down 14% quarter-over-quarter.
- 10 funds opened new FT Vest US Equity Buffer ETF June positions in Q1 2023 and 7 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Buffer ETF June buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $1.84M added.
- The largest FT Vest US Equity Buffer ETF June seller in Q1 2023 was Legacy CG, an estimated $8.06M sold.
Based on aggregated 13F filings for Q1 2023.