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FT Vest US Equity Moderate Buffer ETF June

112 hedge funds and large institutions have $199M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% less ownership

Funds ownership: 65.33%63.68% (-1.6%)

8% less funds holding

Funds holding: 122112 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $329M → $199M (-$129M)

57% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 42

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
18
Reduced
42
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
51
Wood Tarver Financial Group
Idaho
$645K +$644K +17,943 New
SWP
52
Sagespring Wealth Partners
Tennessee
$630K +$628K +17,501 New
CCG
53
Catalina Capital Group
California
$554K
TC
54
TownSquare Capital
Utah
$554K +$3.91K +109 +0.7%
IF
55
Integrity Financial
Wyoming
$552K -$4.96K -138 -0.9%
CW
56
CreativeOne Wealth
Kansas
$543K -$6.61K -184 -1%
AIC
57
Archer Investment Corporation
Indiana
$531K -$11.2M -312,392 -95%
AA
58
Armis Advisers
Georgia
$511K +$510K +14,197 New
SPI
59
Santori & Peters Inc
Pennsylvania
$507K
RFG
60
REAP Financial Group
Texas
$503K -$18.9K -526 -4%
AC
61
AIFG Consultants
New York
$493K
GFA
62
Gallagher Fiduciary Advisors
Illinois
$473K
BCM
63
Brookstone Capital Management
Illinois
$448K -$16K -447 -3%
GRP
64
Global Retirement Partners
California
$437K +$436K +12,135 New
NG
65
Norden Group
Utah
$419K
OP
66
ORG Partners
Indiana
$414K +$413K +11,500 New
MML Investors Services
67
MML Investors Services
Massachusetts
$398K +$1.29K +36 +0.3%
RSWM
68
Robertson Stephens Wealth Management
California
$392K
BCI
69
Brinker Capital Investments
Pennsylvania
$391K -$108 -3 -0%
OPS
70
Orion Portfolio Solutions
Nebraska
$391K -$108 -3 -0%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$378K
NAM
72
NorthCrest Asset Manangement
Minnesota
$362K
HP
73
Holistic Planning
Texas
$350K
FHC
74
First Heartland Consultants
Missouri
$339K
OMC
75
Old Mission Capital
Illinois
$336K -$110K -3,073 -25%

GJUN Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q4 2024, worth a combined $199M — down 39% from $329M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of GJUN and 18 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 18 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.77M. The largest seller was AE Wealth Management, cutting an estimated $92.7M.

  • 112 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q4 2024, down from 122 in Q3 2024.
  • Funds reported $199M of FT Vest US Equity Moderate Buffer ETF June stock for Q4 2024, down 39% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q4 2024 and 26 closed out, a net change of -8 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q4 2024 was Ameriprise, an estimated $5.77M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q4 2024 was AE Wealth Management, an estimated $92.7M sold.

Based on aggregated 13F filings for Q4 2024.