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FT Vest US Equity Moderate Buffer ETF June
GJUN

79 hedge funds and large institutions have $218M invested in FT Vest US Equity Moderate Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 26 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: 3 → 4 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding

Funds holding: 79 → 79 (0)

5.03% less ownership

Funds ownership: 77.09% → 72.06% (-5%)

14% less capital invested

Capital invested by funds: $254M → $218M (-$35.4M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
79
Holders Change
–
Holders Change %
0%
% 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
0.06%
New
15
Increased
19
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.73M
2
PGWM
Pitti Group Wealth Management
New York
+$3.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.73M
4
IFG
Independent Financial Group
California
+$803K
5
SI
Stephens Inc
Arkansas
+$743K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$23.8M
2
SPIA
Steward Partners Investment Advisory
New York
-$12.3M
3
ICG
InterOcean Capital Group
Tennessee
-$7.57M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.23M
5
LJAC
L.J. Altfest & Co
New York
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
51
REAP Financial Group
Texas
$502K +$480K +15,775 New
IWA
52
Icon Wealth Advisors
Texas
$494K +$473K +15,532 New
SPI
53
Santori & Peters Inc
Pennsylvania
$447K – – –
RA
54
RFG Advisory
Alabama
$444K – – –
AC
55
AIFG Consultants
New York
$436K – – –
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$399K +$382K +12,555 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$382K – – –
DI
58
Diligent Investors
California
$366K – – –
RSWM
59
Robertson Stephens Wealth Management
California
$346K – – –
NAM
60
NorthCrest Asset Manangement
Minnesota
$320K – – –
SS
61
Sunbelt Securities
Texas
$285K – – –
IF
62
Integrity Financial
Wyoming
$279K -$54.3K -1,784 -17%
QCIG
63
Quad-Cities Investment Group
Iowa
$276K – – –
EW
64
Element Wealth
Mississippi
$254K – – –
BCI
65
Brinker Capital Investments
Pennsylvania
$245K -$365 -12 -0.2%
OPS
66
Orion Portfolio Solutions
Nebraska
$245K -$365 -12 -0.2%
TSS
67
Two Sigma Securities
New York
$230K +$221K +7,247 New
HBW
68
Hazlett, Burt & Watson
West Virginia
$162K +$154K +5,070 New
PS
69
Principal Securities
Iowa
$153K +$146K +4,800 New
BEI
70
Benjamin Edwards Inc
Missouri
$145K – – –
GA
71
GoalVest Advisory
New York
$141K – – –
ASN
72
Advisory Services Network
Georgia
$112K +$107K +3,528 New
DFA
73
DHJJ Financial Advisors
Illinois
$87.5K – – –
UBS Group
74
UBS Group
Switzerland
$71.2K +$68.2K +2,240 New
CIAS
75
Capital Investment Advisory Services
North Carolina
$63.7K – – –
1 2
3
4

GJUN Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q4 2023, worth a combined $218M — down 14% from $254M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GJUN positions and 14 closed out — a net gain of 1 holder — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.73M. The largest seller was AE Wealth Management, cutting an estimated $23.8M.

  • 79 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $218M of FT Vest US Equity Moderate Buffer ETF June stock for Q4 2023, down 14% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q4 2023 and 14 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q4 2023 was Old Mission Capital, an estimated $4.73M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q4 2023 was AE Wealth Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.