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FT Vest US Equity Moderate Buffer ETF January

39 hedge funds and large institutions have $50.8M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 39.33%37.48% (-1.8%)

7% less funds holding

Funds holding: 4239 (-3)

17% less capital invested

Capital invested by funds: $61.2M → $50.8M (-$10.4M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$251K +$26.9K +823 +12%
KWS
27
Keystone Wealth Services
California
$246K
CIAS
28
Capital Investment Advisory Services
North Carolina
$209K
IFG
29
Independent Financial Group
California
$207K +$6.7K +205 +3%
HI
30
Harbour Investments
Wisconsin
$176K -$6.32M -193,295 -97%
CFGS
31
Concourse Financial Group Securities
Alabama
$89.4K
CFD
32
Creative Financial Designs
Indiana
$68K
SPIA
33
Steward Partners Investment Advisory
New York
$53K
AIP
34
Ameritas Investment Partners
Nebraska
$26.6K
AIC
35
Archer Investment Corporation
Indiana
$26.5K
DFA
36
DHJJ Financial Advisors
Illinois
$24.7K +$25K +765 New
IA
37
IFP Advisors
Florida
$13K
Morgan Stanley
38
Morgan Stanley
New York
$5.32K -$89.6K -2,742 -94%
UBS Group
39
UBS Group
Switzerland
$3.67K +$3.73K +114 New
OBWG
40
Onyx Bridge Wealth Group
New York
-$4.44M -136,550 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$367K -11,270 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$314K -9,656 Closed
CWS
43
Cypress Wealth Services
California
-$270K -8,223 Closed
KPWS
44
Kestra Private Wealth Services
Texas
-$236K -7,240 Closed
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
-$228K -7,000 Closed
BRWA
46
B. Riley Wealth Advisors
Florida
-$213K -6,550 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$260 -8 Closed

GJAN Hedge Fund Activity: Q3 2023 in Review

39 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q3 2023, worth a combined $50.8M — down 17% from $61.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GJAN and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Old Mission Capital, adding an estimated $291K. The largest seller was Harbour Investments, cutting an estimated $6.32M.

  • 39 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q3 2023, down from 42 in Q2 2023.
  • Funds reported $50.8M of FT Vest US Equity Moderate Buffer ETF January stock for Q3 2023, down 17% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q3 2023 was Old Mission Capital, an estimated $291K added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q3 2023 was Harbour Investments, an estimated $6.32M sold.

Based on aggregated 13F filings for Q3 2023.