FT Vest International Equity Buffer ETF June
YJUN
55 hedge funds and large institutions have $124M invested in FT Vest International Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 9 closing their positions.
2% less capital invested
Capital invested by funds: $127M → $124M (-$2.9M)
7% less funds holding
Funds holding: 59 → 55 (-4)
7.87% less ownership
Funds ownership: 82.75% → 74.88% (-7.9%)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.24M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$2.38M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$816K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.39M |
| 2 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
-$4.22M |
| 3 |
CCG
Capital CS Group
Irvine,
California
|
-$2.22M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$962K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$936K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $16K | – | – | – |
|
52
UBS Group
Zurich,
Switzerland
| $12.6K | -$80.8K | -3,775 | -87% |
|
|
FGAM
53
Financial Gravity Asset Management
Lakeway,
Texas
| $8.68K | +$4.28K | +200 | +100% |
|
54
Comerica Bank
Dallas,
Texas
| $5.27K | – | – | – |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
|
AWM
56
AE Wealth Management
Topeka,
Kansas
| – | -$6.39M | -302,812 | Closed |
|
|
CCG
57
Capital CS Group
Irvine,
California
| – | -$2.22M | -104,429 | Closed |
|
|
SWM
58
Spire Wealth Management
Mclean,
Virginia
| – | -$936K | -44,830 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$631K | -29,700 | Closed |
|
60
Citadel Advisors
Miami,
Florida
| – | -$503K | -23,686 | Closed |
|
|
OMC
61
Old Mission Capital
Chicago,
Illinois
| – | -$240K | -11,313 | Closed |
|
|
PWPS
62
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$205K | -9,634 | Closed |
|
|
LNC
63
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$201K | -9,463 | Closed |
|
|
TC
64
Truvestments Capital
Sarasota,
Florida
| – | -$3.76K | -177 | Closed |
|
YJUN Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF June (YJUN) for Q1 2024, worth a combined $124M — down 2.3% from $127M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of YJUN and 6 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 14 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.24M. The largest seller was AE Wealth Management, exiting entirely with an estimated $6.39M sold.
- 55 institutional investors held FT Vest International Equity Buffer ETF June (YJUN) as of Q1 2024, down from 59 in Q4 2023.
- Funds reported $124M of FT Vest International Equity Buffer ETF June stock for Q1 2024, down 2.3% quarter-over-quarter.
- 6 funds opened new FT Vest International Equity Buffer ETF June positions in Q1 2024 and 9 closed out, a net change of -3 holders.
- The largest FT Vest International Equity Buffer ETF June buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $5.24M added.
- The largest FT Vest International Equity Buffer ETF June seller in Q1 2024 was AE Wealth Management, an estimated $6.39M sold.
Based on aggregated 13F filings for Q1 2024.