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FT Vest US Equity Moderate Buffer ETF June
GJUN

122 hedge funds and large institutions have $329M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 34

17% more funds holding

Funds holding: 104 → 122 (+18)

16% more capital invested

Capital invested by funds: $283M → $329M (+$46.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5.46% less ownership

Funds ownership: 70.79% → 65.33% (-5.5%)

Holders
122
Holders Change
+18
Holders Change %
+17.31%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
41
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.3M
3
AWM
AE Wealth Management
Kansas
+$7.42M
4
RJA
Raymond James & Associates
Florida
+$3.99M
5
SW
SMART Wealth
Nebraska
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$9.36M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.19M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.44M
4
CW
CreativeOne Wealth
Kansas
-$3.78M
5
AP
Americana Partners
Texas
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.57M -$9.19M -266,096 -86%
LPL Financial
27
LPL Financial
California
$1.54M -$38.8K -1,125 -3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.52M – – –
KWS
29
Keystone Wealth Services
California
$1.48M +$27.6K +800 +2%
ECA
30
Elevated Capital Advisors
Utah
$1.45M +$1.42M +41,001 New
MCM
31
MAI Capital Management
Ohio
$1.42M -$210K -6,075 -13%
SOS
32
Silver Oak Securities
Tennessee
$1.39M – – –
EWM
33
EPG Wealth Management
Georgia
$1.39M +$1.36M +39,300 New
GLR
34
Great Lakes Retirement
Ohio
$1.37M -$29.5K -855 -2%
FI
35
FWG Investments
Kentucky
$1.3M +$216K +6,267 +21%
Truist Financial
36
Truist Financial
North Carolina
$1.29M +$67.5K +1,956 +6%
BWA
37
BlueChip Wealth Advisors
Georgia
$1.28M +$513K +14,845 +70%
SPIA
38
Steward Partners Investment Advisory
New York
$1.19M +$62.6K +1,812 +6%
AWS
39
Atria Wealth Solutions
New York
$1.18M +$279K +8,084 +32%
SP
40
Sequent Planning
Nebraska
$1.17M -$678K -19,643 -37%
GF
41
Gries Financial
Ohio
$1.14M +$1.11M +32,140 New
IWA
42
Icon Wealth Advisors
Texas
$1.12M – – –
CHC
43
City Holding Co
West Virginia
$1.11M – – –
AWA
44
Authentikos Wealth Advisory
California
$1.1M +$1.08M +31,158 New
NA
45
NewEdge Advisors
Louisiana
$1.06M +$524K +15,191 +103%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.05M +$78.6K +2,277 +8%
TLA
47
Tanglewood Legacy Advisors
Texas
$1.04M – – –
DI
48
Diligent Investors
California
$997K +$34.5K +1,000 +4%
IWC
49
Integrated Wealth Concepts
Massachusetts
$972K -$34.7K -1,006 -4%
CAG
50
Csenge Advisory Group
Florida
$954K +$145K +4,203 +19%
1
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3 4 5

GJUN Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q3 2024, worth a combined $329M — up 16% from $283M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GJUN positions and 9 closed out — a net gain of 18 holders — while 41 added to existing stakes and 34 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.2M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $9.36M sold.

  • 122 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $329M of FT Vest US Equity Moderate Buffer ETF June stock for Q3 2024, up 16% quarter-over-quarter.
  • 27 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q3 2024 and 9 closed out, a net change of +18 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $12.2M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q3 2024 was Prospera Financial Services, an estimated $9.36M sold.

Based on aggregated 13F filings for Q3 2024.