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FT Vest US Equity Moderate Buffer ETF January

39 hedge funds and large institutions have $50.8M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 39.33%37.48% (-1.8%)

7% less funds holding

Funds holding: 4239 (-3)

17% less capital invested

Capital invested by funds: $61.2M → $50.8M (-$10.4M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$8.93M -$348K -10,651 -4%
AWM
2
AE Wealth Management
Kansas
$7.3M -$527K -16,107 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.33M -$266K -8,147 -5%
CFS
4
Commonwealth Financial Services
West Virginia
$4.2M +$4.26M +130,392 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.86M -$193K -5,899 -5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.46M -$251K -7,672 -7%
Truist Financial
7
Truist Financial
North Carolina
$3.29M -$20K -611 -0.6%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.47M -$1.03M -31,648 -29%
CA
9
Cetera Advisors
Colorado
$1.18M -$74.6K -2,282 -6%
OMC
10
Old Mission Capital
Illinois
$1.05M +$291K +8,907 +37%
NAM
11
NorthCrest Asset Manangement
Minnesota
$1,000K
Mariner
12
Mariner
Kansas
$911K -$163 -5 -0%
KAS
13
Kestra Advisory Services
Texas
$863K +$284K +8,700 +48%
KIA
14
Kraematon Investment Advisors
Massachusetts
$821K -$53.9K -1,650 -6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$716K +$9.94K +304 +1%
SB
16
Strategic Blueprint
Georgia
$634K +$71.2K +2,178 +12%
TLA
17
Tanglewood Legacy Advisors
Texas
$537K
BWM
18
BCGM Wealth Management
Indiana
$519K
MA
19
Mutual Advisors
Nebraska
$434K
AWS
20
Atria Wealth Solutions
New York
$389K
RJA
21
Raymond James & Associates
Florida
$375K -$247K -7,557 -39%
AAS
22
Avantax Advisory Services
Texas
$280K +$284K +8,695 New
WP
23
WealthSource Partners
California
$278K
CBFP
24
Cedar Brook Financial Partners
Ohio
$266K
LPL Financial
25
LPL Financial
California
$256K +$259K +7,938 New

GJAN Hedge Fund Activity: Q3 2023 in Review

39 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q3 2023, worth a combined $50.8M — down 17% from $61.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GJAN and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Old Mission Capital, adding an estimated $291K. The largest seller was Harbour Investments, cutting an estimated $6.32M.

  • 39 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q3 2023, down from 42 in Q2 2023.
  • Funds reported $50.8M of FT Vest US Equity Moderate Buffer ETF January stock for Q3 2023, down 17% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q3 2023 was Old Mission Capital, an estimated $291K added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q3 2023 was Harbour Investments, an estimated $6.32M sold.

Based on aggregated 13F filings for Q3 2023.