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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

80 hedge funds and large institutions have $111M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more funds holding

Funds holding: 69 → 80 (+11)

2.36% more ownership

Funds ownership: 63.67% → 66.03% (+2.4%)

6% less capital invested

Capital invested by funds: $118M → $111M (-$7.42M)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
12
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.54M
2
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
4
HF
HRT Financial
New York
+$775K
5
TSS
Two Sigma Securities
New York
+$579K

Top Sellers

Rank Fund Capital Flow
1
SP
Sequent Planning
Nebraska
-$7.94M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.09M
3
BIM
Bullseye Investment Management
Ohio
-$2.62M
4
BFG
Bouchey Financial Group
New York
-$2.17M
5
OIA
OneDigital Investment Advisors
Kansas
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$778K +$775K +20,165 New
ATPW
27
Ashton Thomas Private Wealth
Arizona
$772K -$78.3K -2,038 -9%
CSP
28
Cary Street Partners
Virginia
$751K +$747K +19,429 New
AA
29
Armis Advisers
Georgia
$738K +$734K +19,109 New
1W
30
1776 Wealth
Georgia
$702K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$680K -$24K -624 -3%
RFG
32
REAP Financial Group
Texas
$667K -$32.6K -849 -5%
Jane Street
33
Jane Street
New York
$628K +$131K +3,397 +26%
DI
34
Diligent Investors
California
$601K -$9.61K -250 -2%
MFA
35
Millington Financial Advisors
Illinois
$586K +$8.03K +209 +1%
TSS
36
Two Sigma Securities
New York
$582K +$579K +15,056 New
SG
37
StoneX Group
New York
$558K +$555K +14,449 New
CW
38
CreativeOne Wealth
Kansas
$542K +$539K +14,023 New
Wolverine Trading
39
Wolverine Trading
Illinois
$537K +$534K +13,901 New
IWA
40
Icon Wealth Advisors
Texas
$527K -$269 -7 -0.1%
Ameriprise
41
Ameriprise
Minnesota
$519K +$517K +13,441 New
BCM
42
Brookstone Capital Management
Illinois
$507K -$55.1K -1,434 -10%
AAS
43
Avantax Advisory Services
Texas
$505K -$398K -10,361 -44%
PGWM
44
Pitti Group Wealth Management
New York
$474K +$472K +12,271 New
SAW
45
Signal Advisors Wealth
Michigan
$471K +$7.19K +187 +2%
FWM
46
Foguth Wealth Management
Michigan
$471K -$38 -1 -0%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$454K – – –
SCA
48
Sage Capital Advisors
South Dakota
$425K +$423K +11,012 New
AI
49
Atria Investments
North Carolina
$366K +$364K +9,479 New
PP
50
PFS Partners
New Jersey
$347K – – –
1
2
3 4

XJUN Hedge Fund Activity: Q4 2024 in Review

80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q4 2024, worth a combined $111M — down 6.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XJUN positions and 9 closed out — a net gain of 11 holders — while 12 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.54M. The largest seller was Sequent Planning, cutting an estimated $7.94M.

  • 80 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $111M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q4 2024, down 6.3% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q4 2024 was Envestnet Asset Management, an estimated $3.54M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q4 2024 was Sequent Planning, an estimated $7.94M sold.

Based on aggregated 13F filings for Q4 2024.