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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
IFG
51
Independent Financial Group
California
$333K – – –
IWM
52
IMG Wealth Management
Florida
$329K +$327K +8,505 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$328K -$2.11K -55 -0.6%
PAG
54
Private Advisory Group
Washington
$326K -$18.4K -480 -5%
HSA
55
HBK Sorce Advisory
Pennsylvania
$310K – – –
CA
56
Cambridge Advisors
Nebraska
$310K -$492K -12,795 -61%
AWM
57
AE Wealth Management
Kansas
$302K -$14.6K -379 -5%
LWM
58
Lakeridge Wealth Management
Ohio
$298K – – –
KWM
59
Kingsview Wealth Management
Oregon
$293K -$3.84K -100 -1%
MSFS
60
Main Street Financial Solutions
Pennsylvania
$283K – – –
GSAM
61
Grant Street Asset Management
Pennsylvania
$263K – – –
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$237K +$235K +6,126 New
CFGS
63
Concourse Financial Group Securities
Alabama
$224K – – –
Citadel Advisors
64
Citadel Advisors
Florida
$222K -$175K -4,544 -44%
AWS
65
Atria Wealth Solutions
New York
$218K -$3.42K -89 -2%
SOS
66
Silver Oak Securities
Tennessee
$217K – – –
Barclays
67
Barclays
United Kingdom
$200K +$34.5K +898 +21%
WTFG
68
Wood Tarver Financial Group
Idaho
$164K +$164K +4,268 New
DFA
69
DHJJ Financial Advisors
Illinois
$150K – – –
IF
70
Integrity Financial
Wyoming
$142K – – –
AF
71
Allworth Financial
California
$142K +$139K +3,626 New
CA
72
Continuum Advisory
Idaho
$132K – – –
GEA
73
Glen Eagle Advisors
New Jersey
$116K – – –
HNB
74
Huntington National Bank
Ohio
$72.1K – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$48K +$28.5K +742 +148%
1 2
3
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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.