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FT Vest US Equity Moderate Buffer ETF June

80 hedge funds and large institutions have $127M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 7980 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

9.53% less ownership

Funds ownership: 72.06%62.53% (-9.5%)

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

42% less capital invested

Capital invested by funds: $218M → $127M (-$91.5M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
13
Increased
17
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$14.4M -$5.9M -181,091 -30%
ICG
2
InterOcean Capital Group
Tennessee
$12.8M -$2.54M -77,870 -17%
AI
3
Atria Investments
North Carolina
$11.9M +$755K +23,159 +7%
Mariner
4
Mariner
Kansas
$11.3M +$4.5K +138 +0%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.77M +$780K +23,940 +13%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.26M -$1.24M -37,993 -17%
LJAC
7
L.J. Altfest & Co
New York
$4.89M -$1.86M -56,992 -28%
AP
8
Americana Partners
Texas
$3.59M -$1.41M -43,294 -29%
PGWM
9
Pitti Group Wealth Management
New York
$3.47M +$21.2K +650 +0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.26M +$1.85M +56,635 +138%
BRWA
11
B. Riley Wealth Advisors
Florida
$3.21M -$331K -10,150 -9%
PFG
12
Prosperity Financial Group
California
$2.85M +$100K +3,076 +4%
KAS
13
Kestra Advisory Services
Texas
$2.67M +$1.45M +44,415 +125%
Jane Street
14
Jane Street
New York
$2.13M +$2.08M +63,950 New
IFG
15
Independent Financial Group
California
$2.03M +$101K +3,092 +5%
LPL Financial
16
LPL Financial
California
$1.6M +$403K +12,355 +35%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.6M +$968K +29,701 +162%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.49M
KWS
19
Keystone Wealth Services
California
$1.37M -$1.11K -34 -0.1%
SI
20
Stephens Inc
Arkansas
$1.36M
CA
21
Cetera Advisors
Colorado
$1.24M +$232K +7,114 +24%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.23M -$2.32M -71,146 -66%
CAN
23
Cetera Advisor Networks
California
$1.23M +$372K +11,413 +45%
FIA
24
Foundations Investment Advisors
Arizona
$1.11M -$4.2K -129 -0.4%
Truist Financial
25
Truist Financial
North Carolina
$1.1M -$5.41K -166 -0.5%

GJUN Hedge Fund Activity: Q1 2024 in Review

80 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q1 2024, worth a combined $127M — down 42% from $218M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GJUN positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.08M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $48.8M.

  • 80 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $127M of FT Vest US Equity Moderate Buffer ETF June stock for Q1 2024, down 42% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q1 2024 and 12 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q1 2024 was Jane Street, an estimated $2.08M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q1 2024 was Summit Financial Wealth Advisors, an estimated $48.8M sold.

Based on aggregated 13F filings for Q1 2024.