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FT Vest US Equity Moderate Buffer ETF June

80 hedge funds and large institutions have $127M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 7980 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

9.53% less ownership

Funds ownership: 72.06%62.53% (-9.5%)

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

42% less capital invested

Capital invested by funds: $218M → $127M (-$91.5M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
13
Increased
17
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$982K +$4.89K +150 +0.5%
LA
27
LM Advisors
California
$969K +$432K +13,266 +84%
IWC
28
Integrated Wealth Concepts
Massachusetts
$949K
SW
29
Schulz Wealth
Texas
$920K
CHC
30
City Holding Co
West Virginia
$867K
TLA
31
Tanglewood Legacy Advisors
Texas
$840K
AWS
32
Atria Wealth Solutions
New York
$794K +$200K +6,138 +35%
CW
33
CreativeOne Wealth
Kansas
$724K +$707K +21,713 New
AAS
34
Avantax Advisory Services
Texas
$722K -$176K -5,389 -20%
RJA
35
Raymond James & Associates
Florida
$688K -$1.63K -50 -0.2%
CWG
36
Crown Wealth Group
North Carolina
$662K -$215K -6,613 -25%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$563K -$292K -8,960 -35%
LNC
38
Lincoln National Corp
Pennsylvania
$558K
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$551K
RFG
40
REAP Financial Group
Texas
$511K -$14.5K -446 -3%
IWA
41
Icon Wealth Advisors
Texas
$501K -$16.3K -501 -3%
SCA
42
Sage Capital Advisors
South Dakota
$500K +$488K +14,974 New
AIC
43
Archer Investment Corporation
Indiana
$498K -$2.21M -67,747 -82%
SB
44
Strategic Blueprint
Georgia
$493K -$80.2K -2,461 -14%
FHC
45
First Heartland Consultants
Missouri
$472K -$4.31M -132,299 -90%
SP
46
Sequent Planning
Nebraska
$470K +$459K +14,087 New
SPI
47
Santori & Peters Inc
Pennsylvania
$469K
AC
48
AIFG Consultants
New York
$457K
GS
49
GTS Securities
New York
$435K +$425K +13,043 New
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$425K -$48.8M -1,496,471 -99%

GJUN Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q1 2024, worth a combined $127M — down 42% from $218M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GJUN positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.08M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $48.8M.

  • 80 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $127M of FT Vest US Equity Moderate Buffer ETF June stock for Q1 2024, down 42% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q1 2024 was Jane Street, an estimated $2.08M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q1 2024 was Summit Financial Wealth Advisors, an estimated $48.8M sold.

Based on aggregated 13F filings for Q1 2024.