FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
34 hedge funds and large institutions have $47.1M invested in FT Vest US Equity Enhance & Moderate Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
13% more funds holding
Funds holding: 30 → 34 (+4)
4.89% less ownership
Funds ownership: 63.37% → 58.48% (-4.9%)
16% less capital invested
Capital invested by funds: $56.4M → $47.1M (-$9.22M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$2.57M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.12M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$463K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$463K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$443K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sequent Planning
Omaha,
Nebraska
|
-$7.93M |
| 2 |
Jane Street
New York
|
-$2.29M |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$1.71M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$683K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$637K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| $316K | +$310K | +9,710 | New |
|
|
FIA
27
Foundations Investment Advisors
Phoenix,
Arizona
| $240K | -$6.87K | -215 | -3% |
|
|
IF
28
Integrity Financial
Cheyenne,
Wyoming
| $94K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $87.8K | -$95.9K | -3,000 | -53% |
|
|
PP
30
PFS Partners
Mine Hill,
New Jersey
| $38.2K | – | – | – |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $38K | – | – | – |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $7.48K | +$7.35K | +230 | New |
|
|
PS
33
Principal Securities
Des Moines,
Iowa
| $2.6K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| $260 | +$256 | +8 | New |
|
|
AAS
35
Avantax Advisory Services
Dallas,
Texas
| – | -$683K | -21,515 | Closed |
|
|
LA
36
LexAurum Advisors
Overland Park,
Kansas
| – | -$279K | -8,778 | Closed |
|
|
QCIG
37
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$215K | -6,760 | Closed |
|
XJAN Hedge Fund Activity: Q2 2024 in Review
34 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) for Q2 2024, worth a combined $47.1M — down 16% from $56.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XJAN positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $2.57M. The largest seller was Sequent Planning, cutting an estimated $7.93M.
- 34 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) as of Q2 2024, up from 30 in Q1 2024.
- Funds reported $47.1M of FT Vest US Equity Enhance & Moderate Buffer ETF January stock for Q2 2024, down 16% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF January positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF January buyer in Q2 2024 was B. Riley Wealth Advisors, an estimated $2.57M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF January seller in Q2 2024 was Sequent Planning, an estimated $7.93M sold.
Based on aggregated 13F filings for Q2 2024.