FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
41 hedge funds and large institutions have $99.6M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 10 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.68% more ownership
Funds ownership: 72.43% → 74.11% (+1.7%)
5% less funds holding
Funds holding: 43 → 41 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
13% less capital invested
Capital invested by funds: $114M → $99.6M (-$14.5M)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.69M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.47M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.12M |
| 4 |
CSB
City State Bank
Norwalk,
Iowa
|
+$805K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$766K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.49M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.63M |
| 3 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
-$1.35M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$1.32M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$888K |
XJUN Hedge Fund Activity: Q1 2023 in Review
41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q1 2023, worth a combined $99.6M — down 13% from $114M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of XJUN and 9 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 10 added.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.69M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.49M.
- 41 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q1 2023, down from 43 in Q4 2022.
- Funds reported $99.6M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q1 2023, down 13% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q1 2023 and 10 closed out, a net change of -1 holder.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $1.69M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q1 2023 was Commonwealth Equity Services, an estimated $2.49M sold.
Based on aggregated 13F filings for Q1 2023.