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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
MA
1
Mutual Advisors
Nebraska
$7.62M -$90.9K -2,875 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.25M -$443K -13,995 -6%
EMAM
3
Encompass More Asset Management
California
$5.75M +$1.4M +44,255 +32%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.9M +$185K +5,849 +4%
VWM
5
VanWeelden Wealth Management
Ohio
$4.67M +$4.65M +146,982 New
DLHL
6
Donald L. Hagan LLC
Florida
$3.58M -$81.8K -2,587 -2%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$2.55M +$161K +5,090 +7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.74M -$68.8K -2,175 -4%
AI
9
Atria Investments
North Carolina
$1.74M +$136K +4,294 +9%
CAM
10
Cresset Asset Management
Illinois
$1.7M
AWS
11
Atria Wealth Solutions
New York
$1.53M -$335K -10,585 -18%
HAS
12
HBW Advisory Services
California
$1.45M -$727 -23 -0.1%
GEA
13
Glen Eagle Advisors
New Jersey
$1.17M
OL
14
Owen LaRue
Kentucky
$1.05M
DI
15
Diligent Investors
California
$1.04M
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.03M +$46.3K +1,464 +5%
AWM
17
AE Wealth Management
Kansas
$810K -$1.79M -56,574 -69%
NFG
18
Nations Financial Group
Iowa
$809K
KAS
19
Kestra Advisory Services
Texas
$722K -$8.06K -255 -1%
SG
20
StoneX Group
New York
$714K +$712K +22,500 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$702K +$700K +22,127 New
CAM
22
Creekmur Asset Management
Illinois
$695K -$459K -14,507 -40%
CCFM
23
Clear Creek Financial Management
Washington
$644K
MML Investors Services
24
MML Investors Services
Massachusetts
$611K -$71.3K -2,255 -10%
SB
25
Strategic Blueprint
Georgia
$598K +$4.62K +146 +0.8%

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.