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FT Vest Growth-100 Buffer ETF June

92 hedge funds and large institutions have $186M invested in FT Vest Growth-100 Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $161M → $186M (+$25M)

12% more funds holding

Funds holding: 8292 (+10)

5.9% less ownership

Funds ownership: 49.85%43.95% (-5.9%)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
23
Increased
22
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$21.6M +$4.84M +187,446 +30%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$15.9M -$594K -23,041 -4%
OWA
3
Outlook Wealth Advisors
Texas
$14.1M -$32.5K -1,260 -8%
Truist Financial
4
Truist Financial
North Carolina
$13.2M +$8.21M +318,218 +177%
SW
5
SMART Wealth
Nebraska
$8.31M +$8.1M +313,987 New
SPIA
6
Steward Partners Investment Advisory
New York
$7.27M +$1.01M +38,996 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.87M -$24.1K -934 -0.4%
LPL Financial
8
LPL Financial
California
$5.58M -$434K -16,824 -7%
ACA
9
Aptus Capital Advisors
Alabama
$5.56M -$1.19M -46,305 -18%
FGG
10
Financial Guidance Group
Florida
$5.46M -$1.19M -46,305 -18%
SP
11
Sequent Planning
Nebraska
$5.45M -$326K -12,620 -6%
KAS
12
Kestra Advisory Services
Texas
$5.41M +$490K +19,007 +10%
PFG
13
Prosperity Financial Group
California
$5M -$5.52K -214 -0.1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.66M -$730K -28,311 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.99M +$482K +18,692 +14%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.93M -$79.5K -3,082 -2%
IA
17
IFP Advisors
Florida
$3.75M +$66.1K +2,562 +2%
PGWM
18
Pitti Group Wealth Management
New York
$3.61M +$3.87M +149,828 New
WAS
19
WESPAC Advisors SoCal
California
$3.49M +$3.4M +131,747 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.16M +$51.3K +1,990 +2%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$3.11M -$52.4K -2,033 -2%
HI
22
Harbour Investments
Wisconsin
$2.89M -$7.88M -305,347 -74%
BIM
23
Bullseye Investment Management
Ohio
$2.37M +$801K +31,034 +55%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.95M -$250K -9,700 -12%
KWS
25
Keystone Wealth Services
California
$1.94M -$327K -12,665 -15%

QJUN Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF June (QJUN) for Q2 2024, worth a combined $186M — up 16% from $161M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new QJUN positions and 10 closed out — a net gain of 13 holders — while 22 added to existing stakes and 34 trimmed.

The largest buyer was Truist Financial, adding an estimated $8.21M. The largest seller was Harbour Investments, cutting an estimated $7.88M.

  • 92 institutional investors held FT Vest Growth-100 Buffer ETF June (QJUN) as of Q2 2024, up from 82 in Q1 2024.
  • Funds reported $186M of FT Vest Growth-100 Buffer ETF June stock for Q2 2024, up 16% quarter-over-quarter.
  • 23 funds opened new FT Vest Growth-100 Buffer ETF June positions in Q2 2024 and 10 closed out, a net change of +13 holders.
  • The largest FT Vest Growth-100 Buffer ETF June buyer in Q2 2024 was Truist Financial, an estimated $8.21M added.
  • The largest FT Vest Growth-100 Buffer ETF June seller in Q2 2024 was Harbour Investments, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2024.