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FT Vest US Equity Moderate Buffer ETF June

104 hedge funds and large institutions have $283M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

123% more capital invested

Capital invested by funds: $127M → $283M (+$156M)

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

30% more funds holding

Funds holding: 80104 (+24)

8.26% more ownership

Funds ownership: 62.53%70.79% (+8.3%)

Holders
104
Holders Change
+24
Holders Change %
+30%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
38
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.46M -$57.7K -1,717 -4%
KWS
27
Keystone Wealth Services
California
$1.4M
SI
28
Stephens Inc
Arkansas
$1.4M
GLR
29
Great Lakes Retirement
Ohio
$1.35M +$1.33M +39,607 New
SOS
30
Silver Oak Securities
Tennessee
$1.35M +$1.33M +39,445 New
EWM
31
EPG Wealth Management
Georgia
$1.34M
Truist Financial
32
Truist Financial
North Carolina
$1.18M +$49.1K +1,460 +4%
SPIA
33
Steward Partners Investment Advisory
New York
$1.09M +$82K +2,440 +8%
IWA
34
Icon Wealth Advisors
Texas
$1.08M +$553K +16,464 +110%
CHC
35
City Holding Co
West Virginia
$1.07M +$181K +5,400 +21%
FI
36
FWG Investments
Kentucky
$1.04M +$1.02M +30,358 New
TLA
37
Tanglewood Legacy Advisors
Texas
$1M +$142K +4,232 +17%
LA
38
LM Advisors
California
$998K +$7.06K +210 +0.7%
IWC
39
Integrated Wealth Concepts
Massachusetts
$971K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$930K +$349K +10,384 +62%
DI
41
Diligent Investors
California
$926K +$526K +15,657 +136%
AWS
42
Atria Wealth Solutions
New York
$858K +$45.5K +1,354 +6%
GM
43
GeoWealth Management
Illinois
$786K +$775K +23,054 New
SW
44
Schulz Wealth
Texas
$776K -$163K -4,850 -18%
CAG
45
Csenge Advisory Group
Florida
$773K +$761K +22,651 New
BWA
46
BlueChip Wealth Advisors
Georgia
$728K +$717K +21,350 New
BRWA
47
B. Riley Wealth Advisors
Florida
$720K -$2.93M -87,184 -81%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$713K -$910K -27,081 -56%
CWG
49
Crown Wealth Group
North Carolina
$649K -$28.2K -838 -4%
SB
50
Strategic Blueprint
Georgia
$613K +$107K +3,181 +22%

GJUN Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q2 2024, worth a combined $283M — up 123% from $127M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GJUN positions and 7 closed out — a net gain of 27 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $80.1M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $4.89M sold.

  • 104 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $283M of FT Vest US Equity Moderate Buffer ETF June stock for Q2 2024, up 123% quarter-over-quarter.
  • 34 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q2 2024 and 7 closed out, a net change of +27 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q2 2024 was AE Wealth Management, an estimated $80.1M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q2 2024 was L.J. Altfest & Co, an estimated $4.89M sold.

Based on aggregated 13F filings for Q2 2024.