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FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN

69 hedge funds and large institutions have $118M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 65 → 69 (+4)

6% more capital invested

Capital invested by funds: $112M → $118M (+$6.81M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

3.97% less ownership

Funds ownership: 67.64% → 63.67% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$5.77M
2
HI
Harbour Investments
Wisconsin
+$918K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$893K
4
OMC
Old Mission Capital
Illinois
+$564K
5
Jane Street
Jane Street
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
AWA
Authentikos Wealth Advisory
California
-$4.16M
2
UBS Group
UBS Group
Switzerland
-$964K
3
LA
LM Advisors
California
-$849K
4
SP
Sequent Planning
Nebraska
-$616K
5
MML Investors Services
MML Investors Services
Massachusetts
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$292K – – –
MSFS
52
Main Street Financial Solutions
Pennsylvania
$279K – – –
GSAM
53
Grant Street Asset Management
Pennsylvania
$259K – – –
AWA
54
Arkadios Wealth Advisors
Georgia
$250K -$1.86K -50 -0.8%
CFGS
55
Concourse Financial Group Securities
Alabama
$218K +$63.5K +1,706 +42%
AWS
56
Atria Wealth Solutions
New York
$218K +$213K +5,725 New
SOS
57
Silver Oak Securities
Tennessee
$213K +$209K +5,619 New
OS
58
Objectivity Squared
South Carolina
$205K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$182K +$179K +4,796 New
Barclays
60
Barclays
United Kingdom
$162K +$159K +4,268 New
DFA
61
DHJJ Financial Advisors
Illinois
$147K -$7.45K -200 -5%
IF
62
Integrity Financial
Wyoming
$140K – – –
CA
63
Continuum Advisory
Idaho
$132K – – –
GEA
64
Glen Eagle Advisors
New Jersey
$114K – – –
ATS
65
Ashton Thomas Securities
New York
$74.6K +$73K +1,960 New
HNB
66
Huntington National Bank
Ohio
$71K – – –
UBS Group
67
UBS Group
Switzerland
$52.4K -$964K -25,880 -95%
PS
68
Principal Securities
Iowa
$28.5K – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$19K -$15.1K -405 -45%
Bank of America
70
Bank of America
North Carolina
$1.64K +$1.6K +43 New
AWA
71
Authentikos Wealth Advisory
California
– -$4.16M -160,538 Closed
VCM
72
Virtue Capital Management
Tennessee
– -$394K -10,598 Closed
GS
73
GTS Securities
New York
– -$267K -7,262 Closed
CWG
74
Crown Wealth Group
North Carolina
– -$208K -5,648 Closed
TSS
75
Two Sigma Securities
New York
– -$204K -5,548 Closed
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XJUN Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q3 2024, worth a combined $118M — up 6.1% from $112M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XJUN positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.77M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $4.16M sold.

  • 69 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $118M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q3 2024 was Kestra Advisory Services, an estimated $5.77M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q3 2024 was Authentikos Wealth Advisory, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2024.