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FT Vest Growth-100 Buffer ETF June

87 hedge funds and large institutions have $181M invested in FT Vest Growth-100 Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

10% more funds holding

Funds holding: 7987 (+8)

15.87% less ownership

Funds ownership: 61%45.13% (-16%)

20% less capital invested

Capital invested by funds: $228M → $181M (-$46.5M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

55% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 38

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
17
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.5M -$18.1M -792,415 -51%
KAS
2
Kestra Advisory Services
Texas
$14.7M -$11.4M -501,088 -45%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12M -$1.73M -75,649 -13%
HI
4
Harbour Investments
Wisconsin
$10.5M -$1.7M -74,654 -15%
CAN
5
Cetera Advisor Networks
California
$8.7M -$210K -9,182 -2%
OWA
6
Outlook Wealth Advisors
Texas
$8.65M -$420K -18,410 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.91M -$131K -5,746 -2%
LPL Financial
8
LPL Financial
California
$6.65M +$1.99M +87,022 +46%
FGG
9
Financial Guidance Group
Florida
$6.09M -$170K -7,435 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6M -$2.37M -103,968 -29%
CA
11
Cetera Advisors
Colorado
$5.61M +$641K +28,060 +14%
SPIA
12
Steward Partners Investment Advisory
New York
$5.59M -$279K -12,233 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.93M -$9.79M -428,646 -68%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.77M -$3.87M -169,576 -46%
Truist Financial
15
Truist Financial
North Carolina
$4.47M +$339K +14,837 +9%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.43M -$484K -21,213 -10%
FHC
17
First Heartland Consultants
Missouri
$4M -$1.07M -46,962 -22%
IA
18
IFP Advisors
Florida
$3.66M -$86.6K -3,790 -2%
PGWM
19
Pitti Group Wealth Management
New York
$3.61M -$502K -21,973 -13%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.96M +$2.18M +95,418 +348%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$2.88M +$18.1K +794 +0.7%
IP
22
Ignite Planners
California
$2.82M +$90.2K +3,950 +3%
PFG
23
Prosperity Financial Group
California
$2.54M +$327K +14,297 +16%
SI
24
Stephens Inc
Arkansas
$2.15M -$14.2K -621 -0.7%
Jane Street
25
Jane Street
New York
$2.1M +$822K +35,999 +70%

QJUN Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF June (QJUN) for Q4 2023, worth a combined $181M — down 20% from $228M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QJUN positions and 9 closed out — a net gain of 8 holders — while 17 added to existing stakes and 38 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.18M. The largest seller was Osaic Holdings, cutting an estimated $18.1M.

  • 87 institutional investors held FT Vest Growth-100 Buffer ETF June (QJUN) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $181M of FT Vest Growth-100 Buffer ETF June stock for Q4 2023, down 20% quarter-over-quarter.
  • 17 funds opened new FT Vest Growth-100 Buffer ETF June positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest FT Vest Growth-100 Buffer ETF June buyer in Q4 2023 was Susquehanna International Group, an estimated $2.18M added.
  • The largest FT Vest Growth-100 Buffer ETF June seller in Q4 2023 was Osaic Holdings, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2023.