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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

65 hedge funds and large institutions have $154M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.11% more ownership

Funds ownership: 64.8% → 71.91% (+7.1%)

14% less funds holding

Funds holding: 76 → 65 (-11)

17% less capital invested

Capital invested by funds: $186M → $154M (-$31.4M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

67% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 36

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
65
Holders Change
-11
Holders Change %
-14.47%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
4
Increased
12
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$13.4M
2
HWM
HFG Wealth Management
Texas
+$891K
3
MML Investors Services
MML Investors Services
Massachusetts
+$489K
4
TSS
Two Sigma Securities
New York
+$425K
5
UBS Group
UBS Group
Switzerland
+$273K

Top Sellers

Rank Fund Capital Flow
1
FGG
Financial Guidance Group
Florida
-$8.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.62M
3
OMC
Old Mission Capital
Illinois
-$3.74M
4
LA
LexAurum Advisors
Kansas
-$3.73M
5
KAS
Kestra Advisory Services
Texas
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
51
HBK Sorce Advisory
Pennsylvania
$263K -$228K -6,398 -47%
GSAM
52
Grant Street Asset Management
Pennsylvania
$258K -$50.9K -1,426 -17%
AWA
53
Arkadios Wealth Advisors
Georgia
$241K -$5.29K -148 -2%
CWG
54
Crown Wealth Group
North Carolina
$229K -$121K -3,401 -35%
SPC
55
Sigma Planning Corp
Michigan
$229K +$226K +6,323 New
AWS
56
Atria Wealth Solutions
New York
$220K -$167K -4,670 -43%
KWM
57
Kingsview Wealth Management
Oregon
$213K – – –
CA
58
Continuum Advisory
Idaho
$167K +$163K +4,567 New
DFA
59
DHJJ Financial Advisors
Illinois
$147K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$146K – – –
IF
61
Integrity Financial
Wyoming
$128K – – –
GEA
62
Glen Eagle Advisors
New Jersey
$109K – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$33K -$176K -4,937 -85%
PS
64
Principal Securities
Iowa
$27.2K – – –
FGAM
65
Financial Gravity Asset Management
Texas
$7.13K +$3.57K +100 +100%
FGG
66
Financial Guidance Group
Florida
– -$8.9M -253,288 Closed
LA
67
LexAurum Advisors
Kansas
– -$3.73M -106,060 Closed
KIA
68
Kraematon Investment Advisors
Massachusetts
– -$2.58M -73,571 Closed
SWA
69
Stratos Wealth Advisors
Ohio
– -$603K -17,150 Closed
PP
70
PFS Partners
New Jersey
– -$582K -16,575 Closed
ZIMP
71
Zimmermann Investment Management & Planning
Pennsylvania
– -$422K -12,023 Closed
Wolverine Trading
72
Wolverine Trading
Illinois
– -$352K -10,025 Closed
BTWM
73
Baker Tilly Wealth Management
Wisconsin
– -$299K -8,500 Closed
WAP
74
Wealthcare Advisory Partners
Pennsylvania
– -$291K -8,293 Closed
ACM
75
Advance Capital Management
Michigan
– -$248K -7,058 Closed
1 2
3
4

XJUN Hedge Fund Activity: Q1 2024 in Review

65 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q1 2024, worth a combined $154M — down 17% from $186M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XJUN and 4 opened new positions — a net loss of 10 holders — while 36 trimmed existing stakes and 12 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $13.4M. The largest seller was Financial Guidance Group, exiting entirely with an estimated $8.9M sold.

  • 65 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q1 2024, down from 76 in Q4 2023.
  • Funds reported $154M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q1 2024, down 17% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q1 2024 and 14 closed out, a net change of -10 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q1 2024 was Cetera Investment Advisers, an estimated $13.4M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q1 2024 was Financial Guidance Group, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2024.