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FT Vest US Equity Enhance & Moderate Buffer ETF June

43 hedge funds and large institutions have $114M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $88.2M → $114M (+$25.9M)

26% more funds holding

Funds holding: 3443 (+9)

3,180.95% less ownership

Funds ownership: 3,253.37%72.43% (-3,181%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$479K -$138K -4,578 -23%
Mariner
27
Mariner
Kansas
$464K +$458K +15,154 New
PAG
28
Private Advisory Group
Washington
$374K -$181 -6 -0%
AAS
29
Avantax Advisory Services
Texas
$339K +$335K +11,074 New
MSFS
30
Main Street Financial Solutions
Pennsylvania
$334K
ACM
31
Arlington Capital Management
Illinois
$312K +$308K +10,181 New
AWM
32
AE Wealth Management
Kansas
$244K +$241K +7,974 New
WEG
33
World Equity Group
Illinois
$218K -$2.43M -80,340 -92%
BRWA
34
B. Riley Wealth Advisors
Florida
$216K -$48.5K -1,605 -19%
OIA
35
OneDigital Investment Advisors
Kansas
$215K -$90.7K -3,000 -30%
Citadel Advisors
36
Citadel Advisors
Florida
$208K +$205K +6,786 New
IF
37
Integrity Financial
Wyoming
$109K
JP Morgan Chase
38
JP Morgan Chase
New York
$105K +$104K +3,447 New
GEA
39
Glen Eagle Advisors
New Jersey
$102K
ASN
40
Advisory Services Network
Georgia
$49.7K +$49K +1,620 New
SWM
41
Spire Wealth Management
Virginia
$38K +$37.9K +1,253 New
NA
42
NewEdge Advisors
Louisiana
$25.5K +$25.2K +832 New
MCC
43
Money Concepts Capital
Florida
$2.79K +$2.75K +91 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$829K -28,517 Closed
SOS
45
Silver Oak Securities
Tennessee
-$360K -10,880 Closed

XJUN Hedge Fund Activity: Q4 2022 in Review

43 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q4 2022, worth a combined $114M — up 29% from $88.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XJUN positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $6.32M. The largest seller was World Equity Group, cutting an estimated $2.43M.

  • 43 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $114M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q4 2022, up 29% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q4 2022 and 2 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q4 2022 was Cetera Advisors, an estimated $6.32M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q4 2022 was World Equity Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2022.