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FT Vest US Equity Moderate Buffer ETF June

104 hedge funds and large institutions have $283M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

123% more capital invested

Capital invested by funds: $127M → $283M (+$156M)

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

30% more funds holding

Funds holding: 80104 (+24)

8.26% more ownership

Funds ownership: 62.53%70.79% (+8.3%)

Holders
104
Holders Change
+24
Holders Change %
+30%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
38
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$81.6M +$80.1M +2,384,194 +32,867%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16.3M +$9.24M +274,844 +135%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16M +$1.26M +37,540 +9%
AI
4
Atria Investments
North Carolina
$12M -$192K -5,725 -2%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11.8M +$11.6M +345,292 New
Mariner
6
Mariner
Kansas
$11.4M -$166K -4,943 -1%
AIC
7
Archer Investment Corporation
Indiana
$11.4M +$10.7M +319,483 +2,140%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.6M +$7.15M +212,746 +218%
PFS
9
Prospera Financial Services
Texas
$9.36M +$9.22M +274,368 New
RJA
10
Raymond James & Associates
Florida
$7.7M +$6.89M +205,044 +995%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.58M +$6.23M +185,276 +501%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.49M +$1.07M +31,795 +17%
LAS
13
Lloyd Advisory Services
Georgia
$6.78M +$6.68M +198,766 New
AP
14
Americana Partners
Texas
$5.23M +$1.53M +45,458 +42%
CW
15
CreativeOne Wealth
Kansas
$4.26M +$3.46M +103,091 +475%
KAS
16
Kestra Advisory Services
Texas
$3.39M +$649K +19,305 +24%
PGWM
17
Pitti Group Wealth Management
New York
$3.29M -$21.8K -650 -0.6%
PFG
18
Prosperity Financial Group
California
$2.92M +$9.31K +277 +0.3%
FIA
19
Foundations Investment Advisors
Arizona
$2.82M +$1.66M +49,485 +149%
IFG
20
Independent Financial Group
California
$2.37M +$291K +8,654 +14%
SS
21
Sunbelt Securities
Texas
$1.99M +$1.66M +49,366 +551%
SP
22
Sequent Planning
Nebraska
$1.8M +$1.29M +38,536 +274%
NC
23
NovaPoint Capital
Georgia
$1.69M +$1.67M +49,632 New
MCM
24
MAI Capital Management
Ohio
$1.57M +$1.55M +46,104 New
LPL Financial
25
LPL Financial
California
$1.52M -$116K -3,462 -7%

GJUN Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q2 2024, worth a combined $283M — up 123% from $127M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GJUN positions and 7 closed out — a net gain of 27 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $80.1M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $4.89M sold.

  • 104 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $283M of FT Vest US Equity Moderate Buffer ETF June stock for Q2 2024, up 123% quarter-over-quarter.
  • 34 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q2 2024 and 7 closed out, a net change of +27 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q2 2024 was AE Wealth Management, an estimated $80.1M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q2 2024 was L.J. Altfest & Co, an estimated $4.89M sold.

Based on aggregated 13F filings for Q2 2024.