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FT Vest US Equity Moderate Buffer ETF January

87 hedge funds and large institutions have $151M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

6.77% more ownership

Funds ownership: 57.25%64.03% (+6.8%)

2% more funds holding

Funds holding: 8587 (+2)

1% less capital invested

Capital invested by funds: $153M → $151M (-$1.78M)

83% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 40

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
7
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$297K +$294K +7,694 New
TCM
52
Triumph Capital Management
Colorado
$293K -$51.7K -1,351 -15%
SP
53
Sequent Planning
Nebraska
$287K -$7.99M -208,691 -97%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$280K +$277K +7,240 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$262K
GRP
56
Global Retirement Partners
California
$261K +$258K +6,750 New
Goldman Sachs
57
Goldman Sachs
New York
$260K -$10.3K -269 -4%
CA
58
CoreCap Advisors
Michigan
$260K +$42K +1,097 +20%
ASN
59
Advisory Services Network
Georgia
$259K -$766K -20,017 -75%
AWE
60
Avidian Wealth Enterprises
Texas
$247K
MCM
61
MAI Capital Management
Ohio
$245K
QCIG
62
Quad-Cities Investment Group
Iowa
$240K -$10.7K -280 -4%
OIA
63
OneDigital Investment Advisors
Kansas
$233K -$425K -11,096 -65%
GFG
64
Grantvest Financial Group
New Jersey
$216K +$214K +5,599 New
KIA
65
Kraematon Investment Advisors
Massachusetts
$210K
BCI
66
Brinker Capital Investments
Pennsylvania
$209K +$206K +5,396 New
OPS
67
Orion Portfolio Solutions
Nebraska
$209K +$206K +5,396 New
Barclays
68
Barclays
United Kingdom
$195K +$183K +4,775 +1,802%
IF
69
Integrity Financial
Wyoming
$164K -$45.7K -1,194 -22%
Morgan Stanley
70
Morgan Stanley
New York
$118K +$111K +2,896 +1,755%
GWM
71
Geneos Wealth Management
Colorado
$117K +$115K +3,016 New
SS
72
Sunbelt Securities
Texas
$82.8K
CFD
73
Creative Financial Designs
Indiana
$63.9K -$3.29K -86 -5%
PS
74
Principal Securities
Iowa
$60.3K -$476K -12,445 -89%
SWM
75
Spire Wealth Management
Virginia
$54.1K +$53.6K +1,400 New

GJAN Hedge Fund Activity: Q4 2024 in Review

87 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q4 2024, worth a combined $151M — down 1.2% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GJAN positions and 14 closed out — a net gain of 4 holders — while 7 added to existing stakes and 40 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $302K. The largest seller was Sequent Planning, cutting an estimated $7.99M.

  • 87 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $151M of FT Vest US Equity Moderate Buffer ETF January stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q4 2024 and 14 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q4 2024 was Ameriprise, an estimated $302K added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q4 2024 was Sequent Planning, an estimated $7.99M sold.

Based on aggregated 13F filings for Q4 2024.