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JUNM

FT Vest U.S. Equity Max Buffer ETF - June

54 hedge funds and large institutions have $61.4M invested in FT Vest U.S. Equity Max Buffer ETF - June in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

154% more capital invested

Capital invested by funds: $24.2M → $61.4M (+$37.2M)

100% more funds holding

Funds holding: 2754 (+27)

61.1% more ownership

Funds ownership: 0%61.1% (+61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+27
Holders Change %
+100%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
22
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$587K +$235K +7,595 +68%
NS
27
NBC Securities
Alabama
$542K +$534K +17,276 New
RAS
28
RPS Advisory Solutions
Kentucky
$530K +$522K +16,882 New
PG
29
Prostatis Group
Maryland
$473K +$465K +15,053 New
BCM
30
Brookstone Capital Management
Illinois
$457K +$449K +14,530 New
ACM
31
Anfield Capital Management
California
$441K +$434K +14,047 New
Osaic Holdings
32
Osaic Holdings
Arizona
$439K +$331K +10,707 +327%
Citadel Advisors
33
Citadel Advisors
Florida
$435K -$237K -7,669 -36%
SAW
34
Signal Advisors Wealth
Michigan
$411K +$404K +13,091 New
FWM
35
Foguth Wealth Management
Michigan
$411K +$177K +5,728 +78%
JP Morgan Chase
36
JP Morgan Chase
New York
$407K +$249K +8,046 +164%
SFS
37
Sowell Financial Services
Arkansas
$401K +$402K +13,016 New
WS
38
Wedbush Securities
California
$304K +$299K +9,672 New
LA
39
LexAurum Advisors
Kansas
$301K +$296K +9,580 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$283K +$278K +9,000 New
BWA
41
BlueChip Wealth Advisors
Georgia
$276K +$271K +8,774 New
CAL
42
Capital Analysts LLC
Pennsylvania
$251K +$116K +3,768 +89%
HI
43
Harbour Investments
Wisconsin
$244K +$87.9K +2,844 +58%
BCI
44
Brinker Capital Investments
Pennsylvania
$233K +$24.4K +790 +12%
OPS
45
Orion Portfolio Solutions
Nebraska
$233K +$24.4K +790 +12%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$222K +$218K +7,066 New
NA
47
NewEdge Advisors
Louisiana
$206K +$202K +6,550 New
LFG
48
Larson Financial Group
Missouri
$205K
GM
49
GeoWealth Management
Illinois
$184K +$181K +5,861 New
Barclays
50
Barclays
United Kingdom
$156K +$153K +4,959 New

JUNM Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - June (JUNM) for Q3 2024, worth a combined $61.4M — up 154% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JUNM positions and 3 closed out — a net gain of 27 holders — while 22 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.58M. The largest seller was Bullseye Investment Management, exiting entirely with an estimated $277K sold.

  • 54 institutional investors held FT Vest U.S. Equity Max Buffer ETF - June (JUNM) as of Q3 2024, up from 27 in Q2 2024.
  • Funds reported $61.4M of FT Vest U.S. Equity Max Buffer ETF - June stock for Q3 2024, up 154% quarter-over-quarter.
  • 30 funds opened new FT Vest U.S. Equity Max Buffer ETF - June positions in Q3 2024 and 3 closed out, a net change of +27 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - June buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.58M added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - June seller in Q3 2024 was Bullseye Investment Management, an estimated $277K sold.

Based on aggregated 13F filings for Q3 2024.