FT Vest U.S. Equity Max Buffer ETF - August
AUGM
35 hedge funds and large institutions have $14.8M invested in FT Vest U.S. Equity Max Buffer ETF - August in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
21% more funds holding
Funds holding: 29 → 35 (+6)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
19.65% less ownership
Funds ownership: 85.95% → 66.3% (-20%)
30% less capital invested
Capital invested by funds: $21.2M → $14.8M (-$6.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$618K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$333K |
| 3 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$285K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$268K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$5.65M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.91M |
| 3 |
Jane Street
New York
|
-$765K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$253K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$102K |
AUGM Hedge Fund Activity: Q4 2024 in Review
35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - August (AUGM) for Q4 2024, worth a combined $14.8M — down 30% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AUGM positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Clear Creek Financial Management, adding an estimated $618K. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $5.65M sold.
- 35 institutional investors held FT Vest U.S. Equity Max Buffer ETF - August (AUGM) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $14.8M of FT Vest U.S. Equity Max Buffer ETF - August stock for Q4 2024, down 30% quarter-over-quarter.
- 10 funds opened new FT Vest U.S. Equity Max Buffer ETF - August positions in Q4 2024 and 4 closed out, a net change of +6 holders.
- The largest FT Vest U.S. Equity Max Buffer ETF - August buyer in Q4 2024 was Clear Creek Financial Management, an estimated $618K added.
- The largest FT Vest U.S. Equity Max Buffer ETF - August seller in Q4 2024 was WealthPlan Investment Management, an estimated $5.65M sold.
Based on aggregated 13F filings for Q4 2024.