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FT Vest US Equity Moderate Buffer ETF January

48 hedge funds and large institutions have $73.6M invested in FT Vest US Equity Moderate Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

45% more capital invested

Capital invested by funds: $50.8M → $73.6M (+$22.8M)

31.74% more ownership

Funds ownership: 37.48%69.22% (+32%)

23% more funds holding

Funds holding: 3948 (+9)

74% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 19

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
5
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$34.3M +$33M +996,184 New
AWM
2
AE Wealth Management
Kansas
$7.82M -$56.5K -1,703 -0.8%
CFS
3
Commonwealth Financial Services
West Virginia
$4.46M -$38.6K -1,163 -0.9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.27M -$411K -12,402 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.74M -$1.34M -40,272 -34%
LA
6
LM Advisors
California
$2.11M +$2.03M +61,194 New
JP Morgan Chase
7
JP Morgan Chase
New York
$1.81M +$1.74M +52,418 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.49M -$1.11M -33,522 -44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.42M -$4.12M -124,213 -75%
HWM
10
HFG Wealth Management
Texas
$1.19M +$1.15M +34,630 New
NAM
11
NorthCrest Asset Manangement
Minnesota
$1.06M -$5.8K -175 -0.6%
CA
12
Cetera Advisors
Colorado
$1.02M -$230K -6,926 -19%
Mariner
13
Mariner
Kansas
$900K -$71.9K -2,168 -8%
SW
14
Schulz Wealth
Texas
$829K +$797K +24,030 New
NA
15
NewEdge Advisors
Louisiana
$775K -$8.45M -254,753 -92%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$755K -$10.1K -304 -1%
SB
17
Strategic Blueprint
Georgia
$662K -$15.4K -463 -2%
LPL Financial
18
LPL Financial
California
$636K +$348K +10,493 +132%
RJA
19
Raymond James & Associates
Florida
$578K +$170K +5,133 +44%
TLA
20
Tanglewood Legacy Advisors
Texas
$574K
BWM
21
BCGM Wealth Management
Indiana
$555K
MA
22
Mutual Advisors
Nebraska
$465K
Truist Financial
23
Truist Financial
North Carolina
$408K -$2.99M -90,269 -88%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$382K +$368K +11,093 New
AWS
25
Atria Wealth Solutions
New York
$342K -$70.5K -2,125 -18%

GJAN Hedge Fund Activity: Q4 2023 in Review

48 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q4 2023, worth a combined $73.6M — up 45% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GJAN positions and 3 closed out — a net gain of 9 holders — while 5 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.74M. The largest seller was NewEdge Advisors, cutting an estimated $8.45M.

  • 48 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q4 2023, up from 39 in Q3 2023.
  • Funds reported $73.6M of FT Vest US Equity Moderate Buffer ETF January stock for Q4 2023, up 45% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q4 2023 and 3 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q4 2023 was JP Morgan Chase, an estimated $1.74M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q4 2023 was NewEdge Advisors, an estimated $8.45M sold.

Based on aggregated 13F filings for Q4 2023.