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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$15.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.4M |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$10.1M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.06M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.51M |
| 2 |
JP Morgan Chase
New York
|
-$1.81M |
| 3 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$1.19M |
| 4 |
RFG
REAP Financial Group
Austin,
Texas
|
-$1.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
UBS Group
Zurich,
Switzerland
| $41.2K | -$35.3K | -1,004 | -47% |
|
|
DFA
77
DHJJ Financial Advisors
Naperville,
Illinois
| $37.8K | +$10.1K | +288 | +38% |
|
|
AIP
78
Ameritas Investment Partners
Lincoln,
Nebraska
| $29.6K | – | – | – |
|
|
EWM
79
EPG Wealth Management
Atlanta,
Georgia
| $28.7K | – | – | – |
|
|
PB
80
Pinnacle Bancorp
Beatrice,
Nebraska
| $16.1K | +$15.8K | +450 | New |
|
|
NP
81
NorthRock Partners
Minneapolis,
Minnesota
| $14.7K | +$14.4K | +409 | New |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| $14.5K | – | – | – |
|
|
CJ
83
Caitlin John
Brighton,
Michigan
| $11.2K | -$211 | -6 | -2% |
|
|
FFWM
84
Future Financial Wealth Management
Cincinnati,
Ohio
| $9.26K | +$9.06K | +258 | New |
|
|
85
JP Morgan Chase
New York
| – | -$1.81M | -52,418 | Closed |
|
|
HWM
86
HFG Wealth Management
The Woodlands,
Texas
| – | -$1.19M | -34,630 | Closed |
|
|
87
Wells Fargo
San Francisco,
California
| – | -$102K | -2,944 | Closed |
|
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.