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FT Vest US Equity Buffer ETF June

127 hedge funds and large institutions have $272M invested in FT Vest US Equity Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more funds holding

Funds holding: 103127 (+24)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

13% more capital invested

Capital invested by funds: $241M → $272M (+$30.7M)

1.57% less ownership

Funds ownership: 39.78%38.2% (-1.6%)

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
35
Increased
44
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.9M +$3.15M +66,419 +13%
Osaic Holdings
2
Osaic Holdings
Arizona
$17.9M +$5.23M +110,437 +43%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.8M +$4.17M +88,096 +37%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M +$2.16M +45,555 +20%
MC
5
McCarthy & Cox
Ohio
$11.8M -$3.93K -83 -0%
KWS
6
Keystone Wealth Services
California
$9.27M -$2.22M -46,923 -20%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$8.69M -$2.38M -50,324 -22%
LPL Financial
8
LPL Financial
California
$8.33M -$1.76M -37,210 -18%
SW
9
SMART Wealth
Nebraska
$8.29M +$8.11M +171,186 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.21M +$1.44M +30,442 +22%
Mariner
11
Mariner
Kansas
$6.82M +$149K +3,146 +2%
EE
12
EWG Elevate
California
$6.76M +$6.61M +139,660 New
AI
13
Atria Investments
North Carolina
$6.59M -$346K -7,305 -5%
CW
14
CreativeOne Wealth
Kansas
$5.84M -$125K -2,647 -2%
KAS
15
Kestra Advisory Services
Texas
$5.78M +$664K +14,019 +13%
CVA
16
Central Valley Advisors
California
$5.68M +$172K +3,639 +3%
SFS
17
Sowell Financial Services
Arkansas
$4.71M +$200K +4,213 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.68M +$608K +12,842 +15%
ACA
19
Aptus Capital Advisors
Alabama
$4.41M -$1.29M -27,149 -23%
FGG
20
Financial Guidance Group
Florida
$4.41M -$1.29M -27,149 -23%
MML Investors Services
21
MML Investors Services
Massachusetts
$4.4M -$316K -6,666 -7%
HI
22
Harbour Investments
Wisconsin
$4.31M -$3.26M -68,838 -44%
SI
23
Stephens Inc
Arkansas
$3.85M -$1.78M -37,644 -32%
RJA
24
Raymond James & Associates
Florida
$3.49M +$1.26M +26,649 +59%
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$3.46M -$161K -3,391 -5%

FJUN Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF June (FJUN) for Q2 2024, worth a combined $272M — up 13% from $241M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FJUN positions and 9 closed out — a net gain of 26 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was SMART Wealth, opening a new position worth an estimated $8.11M. The largest seller was Harbour Investments, cutting an estimated $3.26M.

  • 127 institutional investors held FT Vest US Equity Buffer ETF June (FJUN) as of Q2 2024, up from 103 in Q1 2024.
  • Funds reported $272M of FT Vest US Equity Buffer ETF June stock for Q2 2024, up 13% quarter-over-quarter.
  • 35 funds opened new FT Vest US Equity Buffer ETF June positions in Q2 2024 and 9 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Buffer ETF June buyer in Q2 2024 was SMART Wealth, an estimated $8.11M added.
  • The largest FT Vest US Equity Buffer ETF June seller in Q2 2024 was Harbour Investments, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.