FT Vest US Equity Moderate Buffer ETF June
GJUN
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.
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: 2 → 3 (+1)
46% more funds holding
Funds holding: 54 → 79 (+25)
38% more capital invested
Capital invested by funds: $184M → $254M (+$69.6M)
22.55% less ownership
Funds ownership: 99.65% → 77.09% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
+$19.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.2M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$9.25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.43M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$10.6M |
| 2 |
Jane Street
New York
|
-$2.88M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.83M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.49M |
| 5 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$807K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| $8.89K | +$8.49K | +281 | +1,479% |
|
|
OLVIG
77
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $3.29K | -$11.5K | -380 | -77% |
|
|
RWPA
78
Richard W. Paul & Associates
Novi,
Michigan
| $504 | +$393 | +13 | +325% |
|
79
Wells Fargo
San Francisco,
California
| $444 | +$453 | +15 | New |
|
|
SW
80
SMART Wealth
Omaha,
Nebraska
| – | -$10.6M | -352,702 | Closed |
|
|
GS
81
GTS Securities
New York
| – | -$521K | -17,299 | Closed |
|
82
Goldman Sachs
New York
| – | -$345K | -11,456 | Closed |
|
|
EA
83
Ergawealth Advisors
Oak Brook,
Illinois
| – | -$295K | -1,809 | Closed |
|
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.