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FT Vest International Equity Buffer ETF June

36 hedge funds and large institutions have $54.4M invested in FT Vest International Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

20% more funds holding

Funds holding: 3036 (+6)

7% less capital invested

Capital invested by funds: $58.4M → $54.4M (-$4.04M)

15.83% less ownership

Funds ownership: 81.39%65.56% (-16%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
8
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Maltin Wealth Management
New Jersey
$13M +$529K +26,111 +4%
GSAM
2
Grant Street Asset Management
Pennsylvania
$8.87M -$4M -197,463 -31%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.51M +$2.24M +110,552 +53%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.85M +$388K +19,158 +9%
HI
5
Harbour Investments
Wisconsin
$4.56M +$4.31M +212,577 +2,147%
SI
6
Stephens Inc
Arkansas
$1.87M +$1.85M +91,285 New
SS
7
Simplicity Solutions
Minnesota
$1.4M +$1.39M +68,564 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.4M +$712K +35,156 +106%
IA
9
IFP Advisors
Florida
$1.21M -$96.4K -4,756 -7%
NA
10
NewEdge Advisors
Louisiana
$1.02M +$1.01M +49,875 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1M +$216K +10,643 +28%
PCG
12
Prosperity Consulting Group
Maryland
$970K +$960K +47,358 New
CWS
13
Cypress Wealth Services
California
$942K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$801K -$59.1K -2,917 -7%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$689K -$20.3K -1,000 -3%
OC
16
Oppenheimer & Co
New York
$610K -$3.59K -177 -0.6%
CA
17
Cetera Advisors
Colorado
$562K +$178K +8,766 +47%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$519K -$73.4K -3,623 -13%
JIP
19
Jaffetilchin Investment Partners
Florida
$373K -$62.4K -3,082 -14%
AWM
20
Avior Wealth Management
Nebraska
$365K
FFA
21
Fragasso Financial Advisors
Pennsylvania
$358K
LPL Financial
22
LPL Financial
California
$319K +$315K +15,556 New
SPIA
23
Steward Partners Investment Advisory
New York
$312K +$309K +15,250 New
SWA
24
Stratos Wealth Advisors
Ohio
$285K -$5.41K -267 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$271K +$160K +7,892 +148%

YJUN Hedge Fund Activity: Q2 2023 in Review

36 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF June (YJUN) for Q2 2023, worth a combined $54.4M — down 6.9% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new YJUN positions and 7 closed out — a net gain of 6 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Harbour Investments, adding an estimated $4.31M. The largest seller was PRW Wealth Management, exiting entirely with an estimated $17.6M sold.

  • 36 institutional investors held FT Vest International Equity Buffer ETF June (YJUN) as of Q2 2023, up from 30 in Q1 2023.
  • Funds reported $54.4M of FT Vest International Equity Buffer ETF June stock for Q2 2023, down 6.9% quarter-over-quarter.
  • 13 funds opened new FT Vest International Equity Buffer ETF June positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest FT Vest International Equity Buffer ETF June buyer in Q2 2023 was Harbour Investments, an estimated $4.31M added.
  • The largest FT Vest International Equity Buffer ETF June seller in Q2 2023 was PRW Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2023.