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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
Raymond James Financial
1
Raymond James Financial
Florida
$27.9M +$27.8M +775,106 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.2M -$1.52M -42,298 -8%
Mariner
3
Mariner
Kansas
$12.4M -$145K -4,030 -1%
AI
4
Atria Investments
North Carolina
$12.1M -$302K -8,408 -2%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11.8M -$261K -7,281 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.1M -$1.46M -40,564 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.45M -$693K -19,301 -7%
Ameriprise
8
Ameriprise
Minnesota
$5.79M +$5.77M +160,831 New
KAS
9
Kestra Advisory Services
Texas
$5.7M -$84.7K -2,359 -1%
IFG
10
Independent Financial Group
California
$5.09M +$846K +23,566 +20%
AP
11
Americana Partners
Texas
$3.74M -$124K -3,457 -3%
HIS
12
Harvest Investment Services
Illinois
$3.51M +$848K +23,617 +32%
SI
13
Stephens Inc
Arkansas
$3.41M -$13.6K -380 -0.4%
FIA
14
Foundations Investment Advisors
Arizona
$2.85M -$90.1K -2,509 -3%
NWMP
15
Noble Wealth Management PBC
Colorado
$2.78M +$2.78M +77,333 New
PFG
16
Prosperity Financial Group
California
$2.68M -$141K -3,929 -5%
SS
17
Sunbelt Securities
Texas
$2.21M -$3.23K -90 -0.1%
ECA
18
Elevated Capital Advisors
Utah
$2.07M +$588K +16,373 +40%
LPL Financial
19
LPL Financial
California
$1.98M +$419K +11,673 +27%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.82M +$225K +6,270 +14%
NFG
21
Nations Financial Group
Iowa
$1.8M +$1.32M +36,821 +281%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.63M +$766K +21,328 +89%
NC
23
NovaPoint Capital
Georgia
$1.6M -$344K -9,584 -18%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.58M +$41.8K +1,163 +3%
Truist Financial
25
Truist Financial
North Carolina
$1.58M +$264K +7,356 +20%

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.