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FT Vest US Equity Moderate Buffer ETF June

79 hedge funds and large institutions have $254M invested in FT Vest US Equity Moderate Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more funds holding

Funds holding: 5479 (+25)

38% more capital invested

Capital invested by funds: $184M → $254M (+$69.6M)

22.55% less ownership

Funds ownership: 99.65%77.09% (-23%)

Holders
79
Holders Change
+25
Holders Change %
+46.3%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
29
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLR
51
Great Lakes Retirement
Ohio
$449K +$458K +15,164 New
SPI
52
Santori & Peters Inc
Pennsylvania
$417K
RA
53
RFG Advisory
Alabama
$413K +$421K +13,952 New
AC
54
AIFG Consultants
New York
$406K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$356K +$363K +12,000 New
DI
56
Diligent Investors
California
$341K
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$336K +$343K +11,345 New
RSWM
58
Robertson Stephens Wealth Management
California
$322K
IF
59
Integrity Financial
Wyoming
$313K +$291K +9,642 +1,047%
NAM
60
NorthCrest Asset Manangement
Minnesota
$298K
JIP
61
Jaffetilchin Investment Partners
Florida
$276K +$281K +9,301 New
SS
62
Sunbelt Securities
Texas
$266K +$151K +5,014 +127%
QCIG
63
Quad-Cities Investment Group
Iowa
$258K
EW
64
Element Wealth
Mississippi
$237K
BCI
65
Brinker Capital Investments
Pennsylvania
$229K +$234K +7,731 New
OPS
66
Orion Portfolio Solutions
Nebraska
$229K +$234K +7,731 New
AWA
67
Authentikos Wealth Advisory
California
$223K -$13.3K -441 -6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$218K +$222K +7,362 New
BEI
69
Benjamin Edwards Inc
Missouri
$135K
GA
70
GoalVest Advisory
New York
$131K +$134K +4,424 New
DFA
71
DHJJ Financial Advisors
Illinois
$81.5K +$83.1K +2,751 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$59.4K +$33.5K +1,109 +124%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$35.7K +$36.4K +1,204 New
IPW
74
Impact Partnership Wealth
Georgia
$26.8K +$16.5K +545 +152%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$22.2K +$22.7K +750 New

GJUN Hedge Fund Activity: Q3 2023 in Review

79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q3 2023, worth a combined $254M — up 38% from $184M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GJUN positions and 4 closed out — a net gain of 25 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $19.6M. The largest seller was SMART Wealth, exiting entirely with an estimated $10.6M sold.

  • 79 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q3 2023, up from 54 in Q2 2023.
  • Funds reported $254M of FT Vest US Equity Moderate Buffer ETF June stock for Q3 2023, up 38% quarter-over-quarter.
  • 29 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q3 2023 and 4 closed out, a net change of +25 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q3 2023 was Legacy CG, an estimated $19.6M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q3 2023 was SMART Wealth, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2023.