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FT Vest US Equity Deep Buffer ETF August

85 hedge funds and large institutions have $204M invested in FT Vest US Equity Deep Buffer ETF August in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

77% more capital invested

Capital invested by funds: $115M → $204M (+$88.9M)

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

23% more funds holding

Funds holding: 6985 (+16)

4.95% more ownership

Funds ownership: 58.16%63.11% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
85
Holders Change
+16
Holders Change %
+23.19%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
28
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$1.51M +$691K +22,211 +84%
CA
27
Cetera Advisors
Colorado
$1.43M -$2.34M -75,405 -62%
AAS
28
Ameritas Advisory Services
Nebraska
$1.21M +$281K +9,042 +30%
HI
29
Harbour Investments
Wisconsin
$1.12M +$329K +10,594 +42%
NA
30
NewEdge Advisors
Louisiana
$984K +$719K +23,113 +272%
SG
31
StoneX Group
New York
$896K +$79.5K +2,555 +10%
TWM
32
TriaGen Wealth Management
California
$875K +$45.5K +1,462 +5%
IAN
33
Integrated Advisors Network
Texas
$820K -$13K -417 -2%
AWS
34
Atria Wealth Solutions
New York
$779K -$12.4K -400 -2%
SAG
35
SageView Advisory Group
California
$747K +$747K +24,006 New
SWM
36
Spire Wealth Management
Virginia
$732K +$12.5K +401 +2%
WP
37
WealthSource Partners
California
$724K +$111K +3,578 +18%
WP
38
WealthPLAN Partners
Nebraska
$679K +$653K +20,984 New
WIM
39
WealthPlan Investment Management
Nebraska
$678K -$2.36K -76 -0.4%
IP
40
Ignite Planners
California
$663K +$363K +11,683 New
SB
41
Strategic Blueprint
Georgia
$621K +$13.7K +442 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$594K -$20.2K -650 -3%
SCA
43
Sage Capital Advisors
South Dakota
$585K -$15.5K -500 -3%
CAAS
44
Capital Asset Advisory Services
Michigan
$568K +$567K +18,239 New
SPC
45
Sigma Planning Corp
Michigan
$542K +$37.7K +1,212 +7%
JIP
46
Jaffetilchin Investment Partners
Florida
$542K +$541K +17,403 New
AAS
47
Avantax Advisory Services
Texas
$524K +$271K +8,728 +108%
CWS
48
Cypress Wealth Services
California
$515K
SS
49
Sunbelt Securities
Texas
$498K
T
50
TRUADVICE
Florida
$460K -$715 -23 -0.2%

DAUG Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q4 2022, worth a combined $204M — up 77% from $115M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DAUG positions and 5 closed out — a net gain of 18 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $39.7M. The largest seller was Beacon Financial Group, cutting an estimated $6.67M.

  • 85 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $204M of FT Vest US Equity Deep Buffer ETF August stock for Q4 2022, up 77% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q4 2022 and 5 closed out, a net change of +18 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q4 2022 was Osaic Holdings, an estimated $39.7M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q4 2022 was Beacon Financial Group, an estimated $6.67M sold.

Based on aggregated 13F filings for Q4 2022.