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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
IF
51
Integrity Financial
Wyoming
$5.11K
NS
52
NBC Securities
Alabama
$548 -$546K -17,259 -100%
WEG
53
World Equity Group
Illinois
-$1.05M -33,442 Closed
Citadel Advisors
54
Citadel Advisors
Florida
-$435K -13,842 Closed
SFS
55
Sowell Financial Services
Arkansas
-$401K -13,016 Closed
JP Morgan Chase
56
JP Morgan Chase
New York
-$407K -12,958 Closed
LA
57
LexAurum Advisors
Kansas
-$301K -9,580 Closed
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
-$283K -9,000 Closed
BWA
59
BlueChip Wealth Advisors
Georgia
-$276K -8,774 Closed
GM
60
GeoWealth Management
Illinois
-$184K -5,861 Closed
UBS Group
61
UBS Group
Switzerland
-$139K -4,430 Closed
Bank of America
62
Bank of America
North Carolina
-$880 -28 Closed

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.