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FT Vest US Equity Moderate Buffer ETF January

85 hedge funds and large institutions have $153M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.62% less ownership

Funds ownership: 61.88%57.25% (-4.6%)

7% less capital invested

Capital invested by funds: $164M → $153M (-$11.2M)

57% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 35

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
15
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$334K -$11.2K -300 -3%
KWS
52
Keystone Wealth Services
California
$329K
SEIA
53
Signature Estate & Investment Advisors
California
$323K -$200K -5,365 -39%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$312K +$307K +8,251 New
FPWM
55
FSB Premier Wealth Management
Iowa
$307K +$38K +1,021 +14%
Goldman Sachs
56
Goldman Sachs
New York
$265K +$261K +7,002 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$257K -$2.72K -73 -1%
DAS
58
Diversify Advisory Services
Utah
$251K -$44.7K -1,200 -15%
QCIG
59
Quad-Cities Investment Group
Iowa
$246K
AWE
60
Avidian Wealth Enterprises
Texas
$242K
MCM
61
MAI Capital Management
Ohio
$240K
BFG
62
Bouchey Financial Group
New York
$220K -$11.5K -309 -5%
CA
63
CoreCap Advisors
Michigan
$213K +$18.5K +497 +10%
KIA
64
Kraematon Investment Advisors
Massachusetts
$206K
IF
65
Integrity Financial
Wyoming
$206K -$21.1K -566 -9%
DWM
66
Dogwood Wealth Management
Kansas
$196K
JP Morgan Chase
67
JP Morgan Chase
New York
$184K
CFGS
68
Concourse Financial Group Securities
Alabama
$105K -$223 -6 -0.2%
SS
69
Sunbelt Securities
Texas
$81.1K
CFD
70
Creative Financial Designs
Indiana
$65.9K
CPA
71
Clear Point Advisors
New York
$61.2K
NS
72
NBC Securities
Alabama
$54K
PTC
73
Private Trust Company
Ohio
$48.3K
AIC
74
Archer Investment Corporation
Indiana
$44.4K -$112 -3 -0.3%
DFA
75
DHJJ Financial Advisors
Illinois
$39.9K

GJAN Hedge Fund Activity: Q3 2024 in Review

85 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q3 2024, worth a combined $153M — down 6.9% from $164M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GJAN positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.82M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.98M.

  • 85 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $153M of FT Vest US Equity Moderate Buffer ETF January stock for Q3 2024, down 6.9% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q3 2024 was LPL Financial, an estimated $4.82M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $6.98M sold.

Based on aggregated 13F filings for Q3 2024.