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FT Vest US Equity Moderate Buffer ETF January
GJAN

84 hedge funds and large institutions have $189M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 3

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

357% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 7

156% more capital invested

Capital invested by funds: $73.6M → $189M (+$115M)

75% more funds holding

Funds holding: 48 → 84 (+36)

2.41% less ownership

Funds ownership: 69.22% → 66.81% (-2.4%)

Holders
84
Holders Change
+36
Holders Change %
+75%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
40
Increased
32
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Milestone Asset Management
Pennsylvania
+$15.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.4M
3
AIC
Archer Investment Corporation
Indiana
+$10.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.06M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.96M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$5.51M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.81M
3
HWM
HFG Wealth Management
Texas
-$1.19M
4
RFG
REAP Financial Group
Texas
-$1.1M
5
Wells Fargo
Wells Fargo
California
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Strategic Blueprint
Georgia
$1.27M +$570K +16,227 +85%
NAM
27
NorthCrest Asset Manangement
Minnesota
$1.14M +$29.9K +851 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.11M +$1.08M +30,816 New
Mariner
29
Mariner
Kansas
$1.1M +$157K +4,460 +17%
CA
30
Cetera Advisors
Colorado
$1.03M -$33.5K -953 -3%
KPWS
31
Kestra Private Wealth Services
Texas
$1M +$982K +27,948 New
ASN
32
Advisory Services Network
Georgia
$986K +$965K +27,475 New
NA
33
NewEdge Advisors
Louisiana
$963K +$158K +4,508 +20%
SPIA
34
Steward Partners Investment Advisory
New York
$941K +$864K +24,581 +1,495%
FS
35
Ferguson Shapiro
Georgia
$940K +$921K +26,211 New
Jane Street
36
Jane Street
New York
$888K +$869K +24,743 New
SAW
37
Signal Advisors Wealth
Michigan
$887K +$868K +24,716 New
Truist Financial
38
Truist Financial
North Carolina
$821K +$388K +11,044 +93%
IP
39
Ignite Planners
California
$728K +$713K +20,304 New
WP
40
WealthPLAN Partners
Nebraska
$679K +$665K +18,924 New
BWM
41
BCGM Wealth Management
Indiana
$578K – – –
MA
42
Mutual Advisors
Nebraska
$571K +$85.9K +2,445 +18%
CBFP
43
Cedar Brook Financial Partners
Ohio
$560K +$258K +7,355 +89%
PS
44
Principal Securities
Iowa
$534K +$523K +14,880 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$497K +$96.7K +2,752 +25%
CAL
46
Capital Analysts LLC
Pennsylvania
$473K +$463K +13,177 New
CCG
47
Catalina Capital Group
California
$471K +$461K +13,115 New
HI
48
Harbour Investments
Wisconsin
$465K +$344K +9,790 +308%
CW
49
CreativeOne Wealth
Kansas
$450K +$441K +12,540 New
Citadel Advisors
50
Citadel Advisors
Florida
$447K +$438K +12,468 New
1
2
3 4

GJAN Hedge Fund Activity: Q1 2024 in Review

84 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q1 2024, worth a combined $189M — up 156% from $73.6M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GJAN positions and 3 closed out — a net gain of 37 holders — while 32 added to existing stakes and 7 trimmed.

The largest buyer was Milestone Asset Management, opening a new position worth an estimated $15.9M. The largest seller was AE Wealth Management, cutting an estimated $5.51M.

  • 84 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q1 2024, up from 48 in Q4 2023.
  • Funds reported $189M of FT Vest US Equity Moderate Buffer ETF January stock for Q1 2024, up 156% quarter-over-quarter.
  • 40 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q1 2024 and 3 closed out, a net change of +37 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q1 2024 was Milestone Asset Management, an estimated $15.9M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q1 2024 was AE Wealth Management, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2024.