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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
PTC
76
Private Trust Company
Ohio
$49.3K
AIC
77
Archer Investment Corporation
Indiana
$45.3K -$38 -1 -0.1%
DFA
78
DHJJ Financial Advisors
Illinois
$40.7K
AIP
79
Ameritas Investment Partners
Nebraska
$31.9K
FNWA
80
Financial Network Wealth Advisors
Utah
$31.1K +$30.8K +804 New
EWM
81
EPG Wealth Management
Georgia
$30.9K
PB
82
Pinnacle Bancorp
Nebraska
$17.4K
IA
83
IFP Advisors
Florida
$15.6K
CJ
84
Caitlin John
Michigan
$13.1K +$77 +2 +0.6%
AssetMark Inc
85
AssetMark Inc
California
$2.78K +$2.75K +72 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1.08K +$1.07K +28 New
NS
87
NBC Securities
Alabama
$55 -$54.9K -1,434 -100%
Jane Street
88
Jane Street
New York
-$2.3M -60,643 Closed
SPC
89
Sigma Planning Corp
Michigan
-$1.35M -35,574 Closed
SCA
90
Sage Capital Advisors
South Dakota
-$458K -12,091 Closed
AI
91
Atria Investments
North Carolina
-$398K -10,512 Closed
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
-$312K -8,251 Closed
DAS
93
Diversify Advisory Services
Utah
-$251K -6,589 Closed
BFG
94
Bouchey Financial Group
New York
-$220K -5,815 Closed
DWM
95
Dogwood Wealth Management
Kansas
-$196K -5,191 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$184K -4,874 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
-$106K -2,772 Closed
CPA
98
Clear Point Advisors
New York
-$61.2K -1,617 Closed
CIAS
99
Capital Investment Advisory Services
North Carolina
-$25.2K -666 Closed
JIP
100
Jaffetilchin Investment Partners
Florida
-$24.9K -657 Closed

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.