FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
65 hedge funds and large institutions have $112M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0% more funds holding
Funds holding: 65 → 65 (0)
4.27% less ownership
Funds ownership: 71.91% → 67.64% (-4.3%)
28% less capital invested
Capital invested by funds: $154M → $112M (-$42.5M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
59% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sequent Planning
Omaha,
Nebraska
|
+$8.9M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$5.86M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.91M |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$1.88M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.97M |
| 2 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$9.71M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$9.08M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.74M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.01M |
XJUN Hedge Fund Activity: Q2 2024 in Review
65 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q2 2024, worth a combined $112M — down 28% from $154M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XJUN positions and 10 closed out — a net gain of 2 holders — while 12 added to existing stakes and 29 trimmed.
The largest buyer was Sequent Planning, opening a new position worth an estimated $8.9M. The largest seller was Janney Montgomery Scott, cutting an estimated $9.97M.
- 65 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $112M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q2 2024, down 28% quarter-over-quarter.
- 12 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q2 2024 and 10 closed out, a net change of +2 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q2 2024 was Sequent Planning, an estimated $8.9M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q2 2024 was Janney Montgomery Scott, an estimated $9.97M sold.
Based on aggregated 13F filings for Q2 2024.