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FT Vest US Equity Moderate Buffer ETF January

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: 15 (+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: 4884 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$440K +$430K +12,253 New
AAS
52
Avantax Advisory Services
Texas
$381K +$85.6K +2,437 +30%
AWS
53
Atria Wealth Solutions
New York
$359K +$2.63K +75 +0.8%
OIA
54
OneDigital Investment Advisors
Kansas
$343K +$336K +9,550 New
FPWM
55
FSB Premier Wealth Management
Iowa
$320K +$314K +8,930 New
TCM
56
Triumph Capital Management
Colorado
$319K +$313K +8,909 New
LNC
57
Lincoln National Corp
Pennsylvania
$318K +$311K +8,849 New
KWS
58
Keystone Wealth Services
California
$312K +$36.9K +1,050 +14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$247K +$241K +6,873 New
QCIG
60
Quad-Cities Investment Group
Iowa
$233K +$228K +6,497 New
IF
61
Integrity Financial
Wyoming
$233K +$228K +6,491 New
AWE
62
Avidian Wealth Enterprises
Texas
$230K +$20.3K +578 +10%
MCM
63
MAI Capital Management
Ohio
$228K +$223K +6,344 New
BFG
64
Bouchey Financial Group
New York
$220K +$9.56K +272 +5%
SRA
65
Secured Retirement Advisors
Minnesota
$216K +$211K +6,009 New
CIAS
66
Capital Investment Advisory Services
North Carolina
$200K -$31.8K -905 -14%
DWM
67
Dogwood Wealth Management
Kansas
$186K +$182K +5,191 New
CA
68
CoreCap Advisors
Michigan
$116K +$113K +3,226 New
CFGS
69
Concourse Financial Group Securities
Alabama
$99.7K +$211 +6 +0.2%
SS
70
Sunbelt Securities
Texas
$76.9K +$75.3K +2,143 New
CFD
71
Creative Financial Designs
Indiana
$62.4K -$4.08K -116 -6%
CPA
72
Clear Point Advisors
New York
$58K +$19K +542 +50%
Morgan Stanley
73
Morgan Stanley
New York
$53.3K +$40.6K +1,155 +350%
NS
74
NBC Securities
Alabama
$51K +$50.4K +1,435 New
PTC
75
Private Trust Company
Ohio
$45.8K +$44.8K +1,276 New

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.