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FT Vest US Equity Moderate Buffer ETF January

82 hedge funds and large institutions have $164M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 8482 (-2)

4.93% less ownership

Funds ownership: 66.81%61.88% (-4.9%)

13% less capital invested

Capital invested by funds: $189M → $164M (-$24.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 34

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
17
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$321K
DAS
52
Diversify Advisory Services
Utah
$289K +$281K +7,789 New
UBS Group
53
UBS Group
Switzerland
$267K +$219K +6,079 +530%
FPWM
54
FSB Premier Wealth Management
Iowa
$262K -$66.3K -1,836 -21%
SRA
55
Secured Retirement Advisors
Minnesota
$261K +$38.5K +1,066 +18%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$253K -$830 -23 -0.3%
QCIG
57
Quad-Cities Investment Group
Iowa
$240K
AWE
58
Avidian Wealth Enterprises
Texas
$236K
MCM
59
MAI Capital Management
Ohio
$234K
SAW
60
Signal Advisors Wealth
Michigan
$231K -$666K -18,446 -75%
BFG
61
Bouchey Financial Group
New York
$225K +$36 +1 +0%
IF
62
Integrity Financial
Wyoming
$221K -$17.9K -495 -8%
KIA
63
Kraematon Investment Advisors
Massachusetts
$201K +$196K +5,435 New
DWM
64
Dogwood Wealth Management
Kansas
$192K
CA
65
CoreCap Advisors
Michigan
$189K +$68.7K +1,902 +59%
JP Morgan Chase
66
JP Morgan Chase
New York
$180K +$176K +4,874 New
FNWA
67
Financial Network Wealth Advisors
Utah
$136K +$133K +3,680 New
IAIM
68
International Assets Investment Management
Florida
$105K +$103K +2,857 New
CFGS
69
Concourse Financial Group Securities
Alabama
$102K
SS
70
Sunbelt Securities
Texas
$79.1K
CFD
71
Creative Financial Designs
Indiana
$64.2K
CPA
72
Clear Point Advisors
New York
$59.7K
NS
73
NBC Securities
Alabama
$52K
PTC
74
Private Trust Company
Ohio
$47.1K
AIC
75
Archer Investment Corporation
Indiana
$43.4K -$10.4M -287,728 -100%

GJAN Hedge Fund Activity: Q2 2024 in Review

82 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q2 2024, worth a combined $164M — down 13% from $189M a quarter earlier.

Fund positioning in GJAN was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 17 added to existing stakes and 34 trimmed.

The largest buyer was HBW Advisory Services, opening a new position worth an estimated $2.23M. The largest seller was Archer Investment Corporation, cutting an estimated $10.4M.

  • 82 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q2 2024, down from 84 in Q1 2024.
  • Funds reported $164M of FT Vest US Equity Moderate Buffer ETF January stock for Q2 2024, down 13% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q2 2024 was HBW Advisory Services, an estimated $2.23M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q2 2024 was Archer Investment Corporation, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.