FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
76 hedge funds and large institutions have $186M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 35 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 73 → 76 (+3)
2.46% less ownership
Funds ownership: 67.26% → 64.8% (-2.5%)
11% less capital invested
Capital invested by funds: $209M → $186M (-$23.9M)
63% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.49M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.18M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$957K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$14.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.2M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.68M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.61M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| $7.44K | +$7.2K | +212 | New |
|
|
FGAM
77
Financial Gravity Asset Management
Lakeway,
Texas
| $3.51K | +$3.4K | +100 | New |
|
|
OWA
78
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$685K | -20,675 | Closed |
|
79
JP Morgan Chase
New York
| – | -$346K | -10,446 | Closed |
|
|
SPC
80
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$231K | -6,985 | Closed |
|
|
WEG
81
World Equity Group
Schaumburg,
Illinois
| – | -$206K | -6,214 | Closed |
|
|
IPW
82
Impact Partnership Wealth
Marietta,
Georgia
| – | -$102K | -3,073 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$28.3K | -853 | Closed |
|
|
AWA
84
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$12K | -363 | Closed |
|
|
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$7.62K | -230 | Closed |
|
|
CIA
86
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$3.31K | -100 | Closed |
|
XJUN Hedge Fund Activity: Q4 2023 in Review
76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q4 2023, worth a combined $186M — down 11% from $209M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XJUN positions and 9 closed out — a net gain of 5 holders — while 13 added to existing stakes and 35 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.67M. The largest seller was Bullseye Investment Management, cutting an estimated $14.5M.
- 76 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q4 2023, up from 73 in Q3 2023.
- Funds reported $186M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q4 2023, down 11% quarter-over-quarter.
- 14 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q4 2023 and 9 closed out, a net change of +5 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q4 2023 was Old Mission Capital, an estimated $4.67M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q4 2023 was Bullseye Investment Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2023.