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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$13.4M |
| 2 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
+$891K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$489K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$425K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGG
Financial Guidance Group
Palm Harbor,
Florida
|
-$8.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.62M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.74M |
| 4 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$3.73M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.35M |
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.