FT Vest US Equity Moderate Buffer ETF January
GJAN
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.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+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: 85 → 87 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$302K |
| 2 |
HF
HRT Financial
New York
|
+$294K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$277K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$258K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sequent Planning
Omaha,
Nebraska
|
-$7.99M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$6.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.17M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.1M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
UBS Group
Zurich,
Switzerland
| – | -$21K | -554 | 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.