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FT Vest US Equity Moderate Buffer ETF January

82 hedge funds and large institutions have $164M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 8482 (-2)

4.93% less ownership

Funds ownership: 66.81%61.88% (-4.9%)

13% less capital invested

Capital invested by funds: $189M → $164M (-$24.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 34

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
17
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$33.1M -$2.4M -66,606 -7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.8M -$35.4K -982 -0.3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.43M -$32.8K -908 -0.4%
SP
4
Sequent Planning
Nebraska
$7.54M -$818K -22,654 -10%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.17M -$1.19M -32,895 -14%
MAM
6
Milestone Asset Management
Pennsylvania
$6.25M -$10.2M -282,940 -63%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.16M -$2.68M -74,315 -31%
GF
8
Gries Financial
Ohio
$5.39M +$917K +25,415 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.99M +$13.7K +379 +0.3%
CFS
10
Commonwealth Financial Services
West Virginia
$4.86M +$63.4K +1,755 +1%
KAS
11
Kestra Advisory Services
Texas
$4.82M -$215K -5,958 -4%
RJA
12
Raymond James & Associates
Florida
$4.55M -$650K -17,995 -13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.52M -$26.6K -736 -0.6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.42M -$6.93K -192 -0.2%
AP
15
Americana Partners
Texas
$3.99M -$87K -2,409 -2%
SW
16
Schulz Wealth
Texas
$3.88M -$35.6K -985 -0.9%
LA
17
LM Advisors
California
$2.6M +$204K +5,659 +9%
HAS
18
HBW Advisory Services
California
$2.28M +$2.23M +61,750 New
AWM
19
AE Wealth Management
Kansas
$2.15M -$346K -9,574 -14%
WEG
20
World Equity Group
Illinois
$1.82M -$76.1K -2,108 -4%
LPL Financial
21
LPL Financial
California
$1.73M +$90.6K +2,509 +6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.71M +$1.17M +32,496 +235%
CA
23
Corrado Advisors
New Jersey
$1.59M -$21.4K -594 -1%
TLA
24
Tanglewood Legacy Advisors
Texas
$1.42M
OAS
25
Optivise Advisory Services
Tennessee
$1.42M +$1.39M +38,476 New

GJAN Hedge Fund Activity: Q2 2024 in Review

82 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q2 2024, worth a combined $164M — down 13% from $189M a quarter earlier.

Fund positioning in GJAN was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 17 added to existing stakes and 34 trimmed.

The largest buyer was HBW Advisory Services, opening a new position worth an estimated $2.23M. The largest seller was Archer Investment Corporation, cutting an estimated $10.4M.

  • 82 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q2 2024, down from 84 in Q1 2024.
  • Funds reported $164M of FT Vest US Equity Moderate Buffer ETF January stock for Q2 2024, down 13% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q2 2024 was HBW Advisory Services, an estimated $2.23M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q2 2024 was Archer Investment Corporation, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.