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JUNM

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

52 hedge funds and large institutions have $63.5M invested in FT Vest U.S. Equity Max Buffer ETF - June in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

9.5% more ownership

Funds ownership: 61.1%70.6% (+9.5%)

3% more capital invested

Capital invested by funds: $61.4M → $63.5M (+$2.03M)

4% less funds holding

Funds holding: 5452 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
8
Increased
10
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$596K +$151K +4,778 +34%
LC
27
Legacy CG
Texas
$558K -$194K -6,125 -26%
OMC
28
Old Mission Capital
Illinois
$513K +$511K +16,165 New
BCM
29
Brookstone Capital Management
Illinois
$492K +$30.8K +974 +7%
RAS
30
RPS Advisory Solutions
Kentucky
$482K -$53.7K -1,697 -10%
ACM
31
Anfield Capital Management
California
$446K
BIM
32
Bullseye Investment Management
Ohio
$401K +$400K +12,637 New
SAW
33
Signal Advisors Wealth
Michigan
$396K -$19.8K -626 -5%
BCI
34
Brinker Capital Investments
Pennsylvania
$387K +$151K +4,769 +64%
OPS
35
Orion Portfolio Solutions
Nebraska
$387K +$151K +4,769 +64%
GWM
36
Geneos Wealth Management
Colorado
$367K +$365K +11,545 New
LPL Financial
37
LPL Financial
California
$365K +$364K +11,499 New
PG
38
Prostatis Group
Maryland
$363K -$114K -3,608 -24%
FWM
39
Foguth Wealth Management
Michigan
$356K -$63.3K -2,003 -15%
Jane Street
40
Jane Street
New York
$313K -$590K -18,648 -65%
WS
41
Wedbush Securities
California
$290K -$17.4K -550 -6%
CAL
42
Capital Analysts LLC
Pennsylvania
$254K
HI
43
Harbour Investments
Wisconsin
$246K
CIAS
44
Capital Investment Advisory Services
North Carolina
$241K -$370K -11,712 -61%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$224K -$664 -21 -0.3%
NA
46
NewEdge Advisors
Louisiana
$208K
LFG
47
Larson Financial Group
Missouri
$207K
Barclays
48
Barclays
United Kingdom
$153K -$3.95K -125 -3%
DFA
49
DHJJ Financial Advisors
Illinois
$67K
NWMP
50
Noble Wealth Management PBC
Colorado
$63.5K +$63.3K +2,000 New

JUNM Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - June (JUNM) for Q4 2024, worth a combined $63.5M — up 3.3% from $61.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JUNM and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 10 added.

The largest buyer was Encompass More Asset Management, adding an estimated $1.4M. The largest seller was AE Wealth Management, cutting an estimated $1.79M.

  • 52 institutional investors held FT Vest U.S. Equity Max Buffer ETF - June (JUNM) as of Q4 2024, down from 54 in Q3 2024.
  • Funds reported $63.5M of FT Vest U.S. Equity Max Buffer ETF - June stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 8 funds opened new FT Vest U.S. Equity Max Buffer ETF - June positions in Q4 2024 and 10 closed out, a net change of -2 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - June buyer in Q4 2024 was Encompass More Asset Management, an estimated $1.4M added.
  • The largest FT Vest U.S. Equity Max Buffer ETF - June seller in Q4 2024 was AE Wealth Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2024.