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FT Vest US Equity Moderate Buffer ETF January

85 hedge funds and large institutions have $153M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.62% less ownership

Funds ownership: 61.88%57.25% (-4.6%)

7% less capital invested

Capital invested by funds: $164M → $153M (-$11.2M)

57% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 35

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
15
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$30.2M -$3.72M -99,873 -11%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.49M +$2.1M +56,313 +29%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.66M +$3.48M +93,617 +69%
SP
4
Sequent Planning
Nebraska
$8.18M +$437K +11,744 +6%
MAM
5
Milestone Asset Management
Pennsylvania
$7.14M +$719K +19,308 +11%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.04M -$6.98M -187,471 -50%
LPL Financial
7
LPL Financial
California
$6.68M +$4.82M +129,487 +276%
GF
8
Gries Financial
Ohio
$6.06M +$519K +13,947 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.53M -$781K -20,976 -13%
CFS
10
Commonwealth Financial Services
West Virginia
$4.93M -$13.1K -352 -0.3%
KAS
11
Kestra Advisory Services
Texas
$4.49M -$449K -12,060 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.17M -$457K -12,288 -10%
SW
13
Schulz Wealth
Texas
$3.93M -$42.8K -1,149 -1%
AP
14
Americana Partners
Texas
$3.81M -$279K -7,500 -7%
RJA
15
Raymond James & Associates
Florida
$2.7M -$1.94M -52,046 -42%
LA
16
LM Advisors
California
$2.43M -$233K -6,269 -9%
HAS
17
HBW Advisory Services
California
$2.35M +$8.23K +221 +0.4%
Jane Street
18
Jane Street
New York
$2.3M +$944K +25,372 +72%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.16M -$6.38M -171,400 -75%
AWM
20
AE Wealth Management
Kansas
$2.09M -$110K -2,954 -5%
CA
21
Corrado Advisors
New Jersey
$1.6M -$28.9K -776 -2%
TLA
22
Tanglewood Legacy Advisors
Texas
$1.46M
SPC
23
Sigma Planning Corp
Michigan
$1.35M -$34.6K -929 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.31M -$440K -11,809 -25%
NAM
25
NorthCrest Asset Manangement
Minnesota
$1.18M -$20.5K -550 -2%

GJAN Hedge Fund Activity: Q3 2024 in Review

85 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q3 2024, worth a combined $153M — down 6.9% from $164M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GJAN positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.82M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.98M.

  • 85 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $153M of FT Vest US Equity Moderate Buffer ETF January stock for Q3 2024, down 6.9% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q3 2024 was LPL Financial, an estimated $4.82M added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $6.98M sold.

Based on aggregated 13F filings for Q3 2024.