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FT Vest US Equity Buffer ETF June

92 hedge funds and large institutions have $200M invested in FT Vest US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

76% more capital invested

Capital invested by funds: $114M → $200M (+$86.1M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

23% more funds holding

Funds holding: 7592 (+17)

2.68% more ownership

Funds ownership: 48.9%51.58% (+2.7%)

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
32
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$26.7M +$2.69M +68,688 +12%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.5M +$5.95M +151,857 +48%
KWS
3
Keystone Wealth Services
California
$9.97M +$4.54M +115,797 +93%
KAS
4
Kestra Advisory Services
Texas
$8.71M -$1.83M -46,760 -18%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8.52M +$4.6M +117,373 +133%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$8.15M +$7.71M +196,600 New
HI
7
Harbour Investments
Wisconsin
$7.01M +$5.46M +139,326 +468%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.91M +$3.5M +89,236 +115%
SI
9
Stephens Inc
Arkansas
$5.99M +$1.29M +32,902 +30%
Mariner
10
Mariner
Kansas
$5.68M +$4.73M +120,600 +735%
AI
11
Atria Investments
North Carolina
$5.67M +$5.37M +136,935 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.35M -$3.58M -91,241 -41%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$5.18M +$3.68M +93,896 +301%
FGG
14
Financial Guidance Group
Florida
$4.99M -$36.1K -921 -0.8%
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$4.86M -$44.8K -1,143 -1%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.37M +$3.75M +95,721 +988%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.08M +$682K +17,386 +21%
KPWS
18
Kestra Private Wealth Services
Texas
$3.42M -$3.82M -97,476 -54%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$3.34M +$1.23M +31,458 +64%
CW
20
CreativeOne Wealth
Kansas
$3.13M +$2.96M +75,416 New
CA
21
Cetera Advisors
Colorado
$2.82M +$1.05M +26,815 +65%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.06M +$1.22M +31,037 +166%
TLA
23
Tanglewood Legacy Advisors
Texas
$1.93M
SFS
24
Sowell Financial Services
Arkansas
$1.78M +$270K +6,881 +19%
FFA
25
Fragasso Financial Advisors
Pennsylvania
$1.65M -$121K -3,095 -7%

FJUN Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q2 2023, worth a combined $200M — up 76% from $114M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FJUN positions and 6 closed out — a net gain of 17 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $7.71M. The largest seller was Kestra Private Wealth Services, cutting an estimated $3.82M.

  • 92 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q2 2023, up from 75 in Q1 2023.
  • Funds reported $200M of FT Vest US Equity Buffer ETF June stock for Q2 2023, up 76% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Buffer ETF June positions in Q2 2023 and 6 closed out, a net change of +17 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q2 2023 was Bank of Montreal, an estimated $7.71M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q2 2023 was Kestra Private Wealth Services, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2023.