FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
73 hedge funds and large institutions have $209M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
11% more funds holding
Funds holding: 66 → 73 (+7)
6% more capital invested
Capital invested by funds: $198M → $209M (+$11.3M)
10.66% less ownership
Funds ownership: 77.93% → 67.26% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$26.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.39M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.1M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$3.39M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$31.6M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$6.25M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$5.53M |
| 4 |
JP Morgan Chase
New York
|
-$2.86M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$2.02M |
XJUN Hedge Fund Activity: Q3 2023 in Review
73 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q3 2023, worth a combined $209M — up 5.7% from $198M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XJUN positions and 5 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Bullseye Investment Management, adding an estimated $26.9M. The largest seller was AE Wealth Management, cutting an estimated $31.6M.
- 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q3 2023, up from 66 in Q2 2023.
- Funds reported $209M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q3 2023, up 5.7% quarter-over-quarter.
- 13 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q3 2023 and 5 closed out, a net change of +8 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q3 2023 was Bullseye Investment Management, an estimated $26.9M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q3 2023 was AE Wealth Management, an estimated $31.6M sold.
Based on aggregated 13F filings for Q3 2023.