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FT Vest US Equity Moderate Buffer ETF January

48 hedge funds and large institutions have $73.6M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

45% more capital invested

Capital invested by funds: $50.8M → $73.6M (+$22.8M)

31.74% more ownership

Funds ownership: 37.48%69.22% (+32%)

23% more funds holding

Funds holding: 3948 (+9)

74% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 19

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
5
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$289K +$20.6K +621 +8%
CBFP
27
Cedar Brook Financial Partners
Ohio
$285K
WP
28
WealthSource Partners
California
$283K -$13.3K -400 -5%
AAS
29
Avantax Advisory Services
Texas
$283K -$16.6K -500 -6%
KAS
30
Kestra Advisory Services
Texas
$279K -$619K -18,670 -70%
KWS
31
Keystone Wealth Services
California
$264K
CIAS
32
Capital Investment Advisory Services
North Carolina
$223K
BFG
33
Bouchey Financial Group
New York
$202K +$194K +5,851 New
AWE
34
Avidian Wealth Enterprises
Texas
$201K +$193K +5,820 New
HI
35
Harbour Investments
Wisconsin
$110K -$75.5K -2,277 -42%
Wells Fargo
36
Wells Fargo
California
$102K +$97.6K +2,944 New
CFGS
37
Concourse Financial Group Securities
Alabama
$95.6K
UBS Group
38
UBS Group
Switzerland
$74.2K +$67.6K +2,038 +1,788%
CFD
39
Creative Financial Designs
Indiana
$64K -$8.36K -252 -12%
SPIA
40
Steward Partners Investment Advisory
New York
$56.7K
CPA
41
Clear Point Advisors
New York
$37.1K +$35.6K +1,075 New
AIP
42
Ameritas Investment Partners
Nebraska
$28.4K
AIC
43
Archer Investment Corporation
Indiana
$28.4K
EWM
44
EPG Wealth Management
Georgia
$28K +$26.5K +800 New
DFA
45
DHJJ Financial Advisors
Illinois
$26.4K
IA
46
IFP Advisors
Florida
$13.9K
Morgan Stanley
47
Morgan Stanley
New York
$11.4K +$5.47K +165 +100%
CJ
48
Caitlin John
Michigan
$11K +$10.5K +318 New
OMC
49
Old Mission Capital
Illinois
-$1.05M -32,666 Closed
KIA
50
Kraematon Investment Advisors
Massachusetts
-$821K -25,475 Closed

GJAN Hedge Fund Activity: Q4 2023 in Review

48 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q4 2023, worth a combined $73.6M — up 45% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GJAN positions and 3 closed out — a net gain of 9 holders — while 5 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.74M. The largest seller was NewEdge Advisors, cutting an estimated $8.45M.

  • 48 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q4 2023, up from 39 in Q3 2023.
  • Funds reported $73.6M of FT Vest US Equity Moderate Buffer ETF January stock for Q4 2023, up 45% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q4 2023 and 3 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q4 2023 was JP Morgan Chase, an estimated $1.74M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q4 2023 was NewEdge Advisors, an estimated $8.45M sold.

Based on aggregated 13F filings for Q4 2023.