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FT Vest International Equity Buffer ETF June

59 hedge funds and large institutions have $127M invested in FT Vest International Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

53% more capital invested

Capital invested by funds: $83.2M → $127M (+$44.1M)

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

9.38% more ownership

Funds ownership: 73.37%82.75% (+9.4%)

7% more funds holding

Funds holding: 5559 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
19
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSAM
1
Grant Street Asset Management
Pennsylvania
$26.6M +$15.9M +786,241 +169%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$22.3M +$19.1M +947,772 +925%
MWM
3
Maltin Wealth Management
New Jersey
$15.1M +$1.38M +68,340 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.3M +$2.83M +140,030 +32%
AWM
5
AE Wealth Management
Kansas
$6.39M +$5.66M +280,510 +1,258%
SI
6
Stephens Inc
Arkansas
$5.69M -$2.9M -143,541 -35%
HI
7
Harbour Investments
Wisconsin
$5.01M +$20.1K +994 +0.4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.36M -$473K -23,452 -13%
SPIA
9
Steward Partners Investment Advisory
New York
$3.12M -$128K -6,331 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.84M +$298K +14,791 +12%
RJA
11
Raymond James & Associates
Florida
$2.8M +$1.43M +70,780 +116%
CCG
12
Capital CS Group
California
$2.22M +$2.11M +104,429 New
SS
13
Simplicity Solutions
Minnesota
$1.58M -$13.5K -668 -0.9%
IA
14
IFP Advisors
Florida
$1.18M -$20K -989 -2%
NA
15
NewEdge Advisors
Louisiana
$998K -$360K -17,857 -27%
CAN
16
Cetera Advisor Networks
California
$997K -$79K -3,917 -8%
CWS
17
Cypress Wealth Services
California
$965K
SWM
18
Spire Wealth Management
Virginia
$936K
OIA
19
OneDigital Investment Advisors
Kansas
$798K +$290K +14,359 +62%
CA
20
Cetera Advisors
Colorado
$791K +$120K +5,927 +19%
PCG
21
Prosperity Consulting Group
Maryland
$758K -$246K -12,192 -25%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$742K +$53.3K +2,642 +8%
KAS
23
Kestra Advisory Services
Texas
$636K +$94.2K +4,668 +18%
ASN
24
Advisory Services Network
Georgia
$631K +$103K +5,108 +21%
OC
25
Oppenheimer & Co
New York
$627K -$3.83K -190 -0.6%

YJUN Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF June (YJUN) for Q4 2023, worth a combined $127M — up 53% from $83.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new YJUN positions and 9 closed out — a net gain of 5 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $19.1M. The largest seller was Stephens Inc, cutting an estimated $2.9M.

  • 59 institutional investors held FT Vest International Equity Buffer ETF June (YJUN) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $127M of FT Vest International Equity Buffer ETF June stock for Q4 2023, up 53% quarter-over-quarter.
  • 14 funds opened new FT Vest International Equity Buffer ETF June positions in Q4 2023 and 9 closed out, a net change of +5 holders.
  • The largest FT Vest International Equity Buffer ETF June buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $19.1M added.
  • The largest FT Vest International Equity Buffer ETF June seller in Q4 2023 was Stephens Inc, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2023.