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FT Vest Growth-100 Buffer ETF June

63 hedge funds and large institutions have $142M invested in FT Vest Growth-100 Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

175% more capital invested

Capital invested by funds: $51.6M → $142M (+$90.6M)

50% more funds holding

Funds holding: 4263 (+21)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

0.3% less ownership

Funds ownership: 65.16%64.86% (-0.3%)

Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
31
Increased
12
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$20.5M +$15.5M +731,934 +382%
BIM
2
Bullseye Investment Management
Ohio
$19.6M +$18.7M +882,489 New
Osaic Holdings
3
Osaic Holdings
Arizona
$12.9M +$8.07M +381,960 +194%
HI
4
Harbour Investments
Wisconsin
$11.2M +$9.45M +447,154 +793%
OWA
5
Outlook Wealth Advisors
Texas
$8.38M +$7.96M +376,793 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.79M -$295K -13,954 -5%
FGG
7
Financial Guidance Group
Florida
$5.79M -$40.5K -1,917 -0.7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.45M +$4.51M +213,455 +683%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.13M +$1.97M +93,399 +68%
FHC
10
First Heartland Consultants
Missouri
$4.86M -$1.98M -93,595 -30%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.31M +$4.09M +193,556 New
IA
12
IFP Advisors
Florida
$3.74M +$164K +7,780 +5%
Truist Financial
13
Truist Financial
North Carolina
$3.34M +$2.84M +134,392 +853%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.09M +$2.93M +138,825 New
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$2.65M -$61.1K -2,891 -2%
CA
16
Cetera Advisors
Colorado
$1.67M +$880K +41,644 +124%
SI
17
Stephens Inc
Arkansas
$1.63M +$1.55M +73,341 New
AWM
18
AE Wealth Management
Kansas
$1.56M -$2.16M -102,332 -59%
FIA
19
Foundations Investment Advisors
Arizona
$1.47M +$1.4M +66,195 New
KWS
20
Keystone Wealth Services
California
$1.44M +$1.37M +64,880 New
LNC
21
Lincoln National Corp
Pennsylvania
$1.29M +$690K +32,659 +128%
SPIA
22
Steward Partners Investment Advisory
New York
$1.28M +$523K +24,729 +76%
NA
23
NewEdge Advisors
Louisiana
$1.04M +$989K +46,770 New
SW
24
SMART Wealth
Nebraska
$1.02M -$1.68M -79,329 -63%
RIA
25
Regal Investment Advisors
Michigan
$1.01M +$961K +45,467 New

QJUN Hedge Fund Activity: Q2 2023 in Review

63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF June (QJUN) for Q2 2023, worth a combined $142M — up 175% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new QJUN positions and 10 closed out — a net gain of 21 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Bullseye Investment Management, opening a new position worth an estimated $18.7M. The largest seller was AE Wealth Management, cutting an estimated $2.16M.

  • 63 institutional investors held FT Vest Growth-100 Buffer ETF June (QJUN) as of Q2 2023, up from 42 in Q1 2023.
  • Funds reported $142M of FT Vest Growth-100 Buffer ETF June stock for Q2 2023, up 175% quarter-over-quarter.
  • 31 funds opened new FT Vest Growth-100 Buffer ETF June positions in Q2 2023 and 10 closed out, a net change of +21 holders.
  • The largest FT Vest Growth-100 Buffer ETF June buyer in Q2 2023 was Bullseye Investment Management, an estimated $18.7M added.
  • The largest FT Vest Growth-100 Buffer ETF June seller in Q2 2023 was AE Wealth Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2023.