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FT Vest US Equity Enhance & Moderate Buffer ETF January

29 hedge funds and large institutions have $23.1M invested in FT Vest US Equity Enhance & Moderate Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

15% less funds holding

Funds holding: 3429 (-5)

16.86% less ownership

Funds ownership: 54.2%37.34% (-17%)

44% less capital invested

Capital invested by funds: $41.3M → $23.1M (-$18.3M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
8
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
1
U.S. Capital Wealth Advisors
Texas
$6.92M +$44.2K +1,320 +0.6%
KIA
2
Kraematon Investment Advisors
Massachusetts
$2.53M -$8.37K -250 -0.3%
Ameriprise
3
Ameriprise
Minnesota
$1.73M +$1.72M +51,325 New
AWA
4
Arkadios Wealth Advisors
Georgia
$1.41M -$1.03M -30,774 -42%
Jane Street
5
Jane Street
New York
$1.12M +$1.11M +33,190 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.05M +$1.04M +31,113 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$959K +$324K +9,687 +52%
KAS
8
Kestra Advisory Services
Texas
$725K +$4.75K +142 +0.7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$667K +$459K +13,719 +227%
Osaic Holdings
10
Osaic Holdings
Arizona
$543K -$581K -17,358 -52%
SPC
11
Sigma Planning Corp
Michigan
$541K
BCI
12
Brinker Capital Investments
Pennsylvania
$539K +$69K +2,060 +15%
OPS
13
Orion Portfolio Solutions
Nebraska
$539K +$69K +2,060 +15%
CWG
14
Crown Wealth Group
North Carolina
$533K -$1.84K -55 -0.3%
MML Investors Services
15
MML Investors Services
Massachusetts
$437K
HI
16
Harbour Investments
Wisconsin
$416K -$66.3K -1,980 -14%
CSP
17
Cary Street Partners
Virginia
$395K +$392K +11,717 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$373K -$3.93M -117,475 -91%
SP
19
Sequent Planning
Nebraska
$353K -$8.16M -243,907 -96%
Barclays
20
Barclays
United Kingdom
$344K +$341K +10,174 +33,913%
FIA
21
Foundations Investment Advisors
Arizona
$249K
WS
22
Wedbush Securities
California
$246K +$244K +7,300 New
UBS Group
23
UBS Group
Switzerland
$170K +$21K +628 +14%
IF
24
Integrity Financial
Wyoming
$97.6K
SPIA
25
Steward Partners Investment Advisory
New York
$81K

XJAN Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) for Q4 2024, worth a combined $23.1M — down 44% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XJAN and 5 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $1.72M. The largest seller was Sequent Planning, cutting an estimated $8.16M.

  • 29 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) as of Q4 2024, down from 34 in Q3 2024.
  • Funds reported $23.1M of FT Vest US Equity Enhance & Moderate Buffer ETF January stock for Q4 2024, down 44% quarter-over-quarter.
  • 5 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF January positions in Q4 2024 and 10 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF January buyer in Q4 2024 was Ameriprise, an estimated $1.72M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF January seller in Q4 2024 was Sequent Planning, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2024.