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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
MA
1
Mutual Advisors
Nebraska
$7.62M +$658K +21,300 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.61M +$2.27M +73,585 +44%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.66M +$4.58M +148,395 New
EMAM
4
Encompass More Asset Management
California
$4.3M +$2.8M +90,602 +195%
DLHL
5
Donald L. Hagan LLC
Florida
$3.62M +$705K +22,833 +25%
AWM
6
AE Wealth Management
Kansas
$2.58M +$2.54M +82,076 New
GFA
7
Gallagher Fiduciary Advisors
Illinois
$2.37M +$2.03M +65,622 +678%
AWS
8
Atria Wealth Solutions
New York
$1.84M +$1.81M +58,669 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.79M +$1.53M +49,531 +653%
CAM
10
Cresset Asset Management
Illinois
$1.69M +$360K +11,642 +28%
AI
11
Atria Investments
North Carolina
$1.59M +$1.56M +50,446 New
HAS
12
HBW Advisory Services
California
$1.43M +$1.41M +45,589 New
GEA
13
Glen Eagle Advisors
New Jersey
$1.16M +$1.14M +36,900 New
CAM
14
Creekmur Asset Management
Illinois
$1.14M +$299K +9,691 +36%
WEG
15
World Equity Group
Illinois
$1.05M +$1.03M +33,442 New
OL
16
Owen LaRue
Kentucky
$1.04M +$335K +10,845 +48%
DI
17
Diligent Investors
California
$1.03M +$1.02M +32,900 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$975K +$419K +13,553 +77%
Jane Street
19
Jane Street
New York
$896K +$881K +28,507 New
NFG
20
Nations Financial Group
Iowa
$801K +$787K +25,492 New
LC
21
Legacy CG
Texas
$744K +$732K +23,685 New
KAS
22
Kestra Advisory Services
Texas
$723K +$459K +14,869 +183%
MML Investors Services
23
MML Investors Services
Massachusetts
$676K +$224K +7,260 +51%
CCFM
24
Clear Creek Financial Management
Washington
$638K +$21.6K +700 +4%
CIAS
25
Capital Investment Advisory Services
North Carolina
$606K +$355K +11,499 +147%

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.