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FT Vest US Equity Moderate Buffer ETF January

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.

New
Increased
Maintained
Reduced
Closed

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: 15 (+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: 4884 (+36)

2.41% less ownership

Funds ownership: 69.22%66.81% (-2.4%)

Holders
84
Holders Change
+36
Holders Change %
+75%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
40
Increased
32
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$34.6M -$1.1M -31,191 -3%
MAM
2
Milestone Asset Management
Pennsylvania
$16.2M +$15.9M +452,332 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M +$12.4M +352,421 +1,609%
AIC
4
Archer Investment Corporation
Indiana
$10.4M +$10.1M +288,080 +35,004%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.66M +$6.96M +198,075 +459%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.23M +$8.06M +229,449 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$8.16M +$4.66M +132,529 +140%
SP
8
Sequent Planning
Nebraska
$8.15M +$7.98M +227,016 New
RJA
9
Raymond James & Associates
Florida
$5.07M +$4.38M +124,574 +744%
KAS
10
Kestra Advisory Services
Texas
$4.9M +$4.52M +128,590 +1,588%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.84M +$1.95M +55,441 +70%
CFS
12
Commonwealth Financial Services
West Virginia
$4.46M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.42M +$2.88M +81,945 +199%
GF
14
Gries Financial
Ohio
$4.33M +$4.24M +120,672 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4.3M +$4.21M +119,857 New
AP
16
Americana Partners
Texas
$3.97M +$3.89M +110,623 New
SW
17
Schulz Wealth
Texas
$3.8M +$2.88M +81,990 +341%
CAN
18
Cetera Advisor Networks
California
$3.17M +$2.81M +79,934 +952%
AWM
19
AE Wealth Management
Kansas
$2.43M -$5.51M -156,868 -70%
LA
20
LM Advisors
California
$2.33M +$129K +3,671 +6%
WEG
21
World Equity Group
Illinois
$1.85M +$1.81M +51,443 New
LPL Financial
22
LPL Financial
California
$1.59M +$912K +25,952 +141%
CA
23
Corrado Advisors
New Jersey
$1.57M +$1.54M +43,699 New
SPC
24
Sigma Planning Corp
Michigan
$1.39M +$1.36M +38,839 New
TLA
25
Tanglewood Legacy Advisors
Texas
$1.38M +$770K +21,915 +132%

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.