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FT Vest US Equity Enhance & Moderate Buffer ETF June

69 hedge funds and large institutions have $118M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 6569 (+4)

6% more capital invested

Capital invested by funds: $112M → $118M (+$6.81M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

3.97% less ownership

Funds ownership: 67.64%63.67% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16.5M +$893K +23,972 +6%
KAS
2
Kestra Advisory Services
Texas
$16.1M +$5.77M +154,840 +58%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.4M -$218K -5,846 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$10M +$119K +3,198 +1%
SP
5
Sequent Planning
Nebraska
$8.65M -$616K -16,527 -7%
BIM
6
Bullseye Investment Management
Ohio
$4.49M +$9.46K +254 +0.2%
HWM
7
HFG Wealth Management
Texas
$4.25M
MA
8
Mutual Advisors
Nebraska
$3.95M -$6.52K -175 -0.2%
LA
9
LM Advisors
California
$2.95M -$849K -22,800 -21%
BFG
10
Bouchey Financial Group
New York
$2.17M -$90.9K -2,441 -4%
HI
11
Harbour Investments
Wisconsin
$2.15M +$918K +24,653 +78%
OIA
12
OneDigital Investment Advisors
Kansas
$2M
DAS
13
Diversify Advisory Services
Utah
$1.86M -$112K -3,000 -6%
BTWM
14
Brass Tax Wealth Management
Ohio
$1.86M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.82M +$31.8K +854 +2%
LWM
16
Laidlaw Wealth Management
New York
$1.82M +$74.2K +1,992 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.69M +$187K +5,023 +13%
FHC
18
First Heartland Consultants
Missouri
$1.36M -$426K -11,442 -24%
Mariner
19
Mariner
Kansas
$1.21M +$69.1K +1,856 +6%
WFS
20
WealthGarden F.S.
California
$1.19M +$88K +2,362 +8%
LPL Financial
21
LPL Financial
California
$1M +$23.1K +621 +2%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$998K -$23.9K -642 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$944K +$1.9K +51 +0.2%
AAS
24
Avantax Advisory Services
Texas
$891K -$411K -11,046 -32%
CPIG
25
Chicago Partners Investment Group
Illinois
$851K

XJUN Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q3 2024, worth a combined $118M — up 6.1% from $112M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XJUN positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.77M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $4.16M sold.

  • 69 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q3 2024, up from 65 in Q2 2024.
  • Funds reported $118M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q3 2024 was Kestra Advisory Services, an estimated $5.77M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q3 2024 was Authentikos Wealth Advisory, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2024.