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FT Vest US Equity Moderate Buffer ETF January

87 hedge funds and large institutions have $151M invested in FT Vest US Equity Moderate Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

6.77% more ownership

Funds ownership: 57.25%64.03% (+6.8%)

2% more funds holding

Funds holding: 8587 (+2)

1% less capital invested

Capital invested by funds: $153M → $151M (-$1.78M)

83% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 40

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
7
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1
REAP Financial Group
Texas
$29.9M -$907K -23,701 -3%
AA
2
Armis Advisers
Georgia
$28.4M +$28.1M +734,966 New
Raymond James Financial
3
Raymond James Financial
Florida
$9.37M +$9.28M +242,541 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.49M -$3.17M -82,788 -33%
CFS
5
Commonwealth Financial Services
West Virginia
$5.04M -$11.1K -290 -0.2%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.89M -$741K -19,355 -13%
GF
7
Gries Financial
Ohio
$4.71M -$1.46M -38,176 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.64M -$4.17M -108,888 -48%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.17M -$91.9K -2,402 -2%
SW
10
Schulz Wealth
Texas
$4.02M
AP
11
Americana Partners
Texas
$3.83M -$59.8K -1,563 -2%
MFN
12
Midwest Financial Network
Illinois
$3.76M +$3.73M +97,375 New
LPL Financial
13
LPL Financial
California
$2.68M -$4.1M -107,037 -61%
LA
14
LM Advisors
California
$2.44M -$41.7K -1,090 -2%
HAS
15
HBW Advisory Services
California
$2.24M -$151K -3,941 -6%
KAS
16
Kestra Advisory Services
Texas
$1.96M -$2.6M -67,976 -57%
AWM
17
AE Wealth Management
Kansas
$1.85M -$281K -7,344 -13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.73M -$476K -12,436 -22%
LI
19
LifeWealth Investments
Florida
$1.62M +$1.6M +41,921 New
CA
20
Corrado Advisors
New Jersey
$1.52M -$115K -3,007 -7%
TLA
21
Tanglewood Legacy Advisors
Texas
$1.49M
NAM
22
NorthCrest Asset Manangement
Minnesota
$1.18M -$23.1K -603 -2%
Mariner
23
Mariner
Kansas
$1.14M -$2.49K -65 -0.2%
WTFG
24
Wood Tarver Financial Group
Idaho
$1.08M +$1.07M +28,012 New
MML Investors Services
25
MML Investors Services
Massachusetts
$1.08M +$97.8K +2,556 +10%

GJAN Hedge Fund Activity: Q4 2024 in Review

87 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF January (GJAN) for Q4 2024, worth a combined $151M — down 1.2% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GJAN positions and 14 closed out — a net gain of 4 holders — while 7 added to existing stakes and 40 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $302K. The largest seller was Sequent Planning, cutting an estimated $7.99M.

  • 87 institutional investors held FT Vest US Equity Moderate Buffer ETF January (GJAN) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $151M of FT Vest US Equity Moderate Buffer ETF January stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Moderate Buffer ETF January positions in Q4 2024 and 14 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF January buyer in Q4 2024 was Ameriprise, an estimated $302K added.
  • The largest FT Vest US Equity Moderate Buffer ETF January seller in Q4 2024 was Sequent Planning, an estimated $7.99M sold.

Based on aggregated 13F filings for Q4 2024.