FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
67 hedge funds and large institutions have $199M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
73% more capital invested
Capital invested by funds: $115M → $199M (+$83.5M)
63% more funds holding
Funds holding: 41 → 67 (+26)
4% more ownership
Funds ownership: 74.11% → 78.11% (+4%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$45.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$13.1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$11.4M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.37M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$9.55M |
| 2 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$3.39M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$3.35M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.28M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.59M |
XJUN Hedge Fund Activity: Q2 2023 in Review
67 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q2 2023, worth a combined $199M — up 73% from $115M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new XJUN positions and 8 closed out — a net gain of 26 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $45.8M. The largest seller was Cetera Advisors, cutting an estimated $9.55M.
- 67 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q2 2023, up from 41 in Q1 2023.
- Funds reported $199M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q2 2023, up 73% quarter-over-quarter.
- 34 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q2 2023 and 8 closed out, a net change of +26 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q2 2023 was AE Wealth Management, an estimated $45.8M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q2 2023 was Cetera Advisors, an estimated $9.55M sold.
Based on aggregated 13F filings for Q2 2023.