FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
43 hedge funds and large institutions have $114M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
26% more funds holding
Funds holding: 34 → 43 (+9)
21% more capital invested
Capital invested by funds: $94.7M → $114M (+$19.4M)
9.25% more ownership
Funds ownership: 63.17% → 72.43% (+9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$6.32M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.12M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$2.47M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.57M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$2.43M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$1.54M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.38M |
| 4 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$951K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$829K |
XJUN Hedge Fund Activity: Q4 2022 in Review
43 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q4 2022, worth a combined $114M — up 21% from $94.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XJUN positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $6.32M. The largest seller was World Equity Group, cutting an estimated $2.43M.
- 43 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $114M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q4 2022, up 21% quarter-over-quarter.
- 12 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q4 2022 and 2 closed out, a net change of +10 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q4 2022 was Cetera Advisors, an estimated $6.32M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q4 2022 was World Equity Group, an estimated $2.43M sold.
Based on aggregated 13F filings for Q4 2022.