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FT Vest US Equity Enhance & Moderate Buffer ETF June

80 hedge funds and large institutions have $111M invested in FT Vest US Equity Enhance & Moderate Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

16% more funds holding

Funds holding: 6980 (+11)

2.36% more ownership

Funds ownership: 63.67%66.03% (+2.4%)

6% less capital invested

Capital invested by funds: $118M → $111M (-$7.42M)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
12
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$16.3M -$9.99K -260 -0.1%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13.6M -$3.09M -80,476 -19%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.4M -$92.9K -2,417 -0.8%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.07M -$1.1M -28,704 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.41M +$3.54M +92,124 +192%
MA
6
Mutual Advisors
Nebraska
$3.94M -$88.5K -2,302 -2%
LA
7
LM Advisors
California
$3.66M +$398K +10,358 +12%
HWM
8
HFG Wealth Management
Texas
$3.6M -$796K -20,715 -18%
HI
9
Harbour Investments
Wisconsin
$2.45M +$269K +6,988 +12%
BTWM
10
Brass Tax Wealth Management
Ohio
$1.87M -$14.6K -380 -0.8%
BIM
11
Bullseye Investment Management
Ohio
$1.87M -$2.62M -68,263 -59%
LWM
12
Laidlaw Wealth Management
New York
$1.86M +$19K +494 +1%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.8M +$1.79M +46,583 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.69M -$17.7K -460 -1%
DAS
15
Diversify Advisory Services
Utah
$1.68M -$186K -4,832 -10%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.47M +$1.46M +38,047 New
FHC
17
First Heartland Consultants
Missouri
$1.41M +$28.9K +753 +2%
Mariner
18
Mariner
Kansas
$1.22M -$115 -3 -0%
LPL Financial
19
LPL Financial
California
$1.21M +$187K +4,862 +18%
WFS
20
WealthGarden F.S.
California
$1.07M -$132K -3,426 -11%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$996K -$17.7K -460 -2%
SPIA
22
Steward Partners Investment Advisory
New York
$929K -$28.9K -751 -3%
CPIG
23
Chicago Partners Investment Group
Illinois
$859K -$5.96K -155 -0.7%
BW
24
Bison Wealth
Georgia
$833K +$38 +1 +0%
SP
25
Sequent Planning
Nebraska
$805K -$7.94M -206,582 -91%

XJUN Hedge Fund Activity: Q4 2024 in Review

80 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) for Q4 2024, worth a combined $111M — down 6.3% from $118M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XJUN positions and 9 closed out — a net gain of 11 holders — while 12 added to existing stakes and 32 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.54M. The largest seller was Sequent Planning, cutting an estimated $7.94M.

  • 80 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $111M of FT Vest US Equity Enhance & Moderate Buffer ETF June stock for Q4 2024, down 6.3% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF June positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June buyer in Q4 2024 was Envestnet Asset Management, an estimated $3.54M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF June seller in Q4 2024 was Sequent Planning, an estimated $7.94M sold.

Based on aggregated 13F filings for Q4 2024.