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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
ACMA
51
Arbor Capital Management (Alaska)
Alaska
$415K
MWM
52
Meridian Wealth Management
Kentucky
$385K -$109K -3,519 -22%
CA
53
CoreCap Advisors
Michigan
$369K -$4.88K -157 -1%
FPWM
54
FSB Premier Wealth Management
Iowa
$362K +$362K +11,648 New
OIA
55
OneDigital Investment Advisors
Kansas
$306K -$6.93K -223 -2%
LNC
56
Lincoln National Corp
Pennsylvania
$272K
KPWS
57
Kestra Private Wealth Services
Texas
$260K +$260K +8,365 New
WFA
58
WMG Financial Advisors
Tennessee
$258K
DIM
59
Delta Investment Management
California
$256K
IF
60
Integrity Financial
Wyoming
$253K +$107K +3,429 +73%
RJA
61
Raymond James & Associates
Florida
$252K +$252K +8,105 New
OPA
62
Old Port Advisors
Maine
$250K
SOS
63
Silver Oak Securities
Tennessee
$247K +$20.7K +667 +9%
OMC
64
Old Mission Capital
Illinois
$241K -$1.24M -39,978 -84%
SCFS
65
S.C. Financial Services
Arizona
$234K +$234K +7,515 New
LMKC
66
L.M. Kohn & Company
Ohio
$221K +$10.8K +348 +5%
WS
67
Wedbush Securities
California
$221K
IFG
68
Independent Financial Group
California
$207K +$207K +6,660 New
TLA
69
Tanglewood Legacy Advisors
Texas
$166K +$166K +5,346 New
CF
70
Centaurus Financial
California
$100K +$99.7K +3,205 New
CIAS
71
Capital Investment Advisory Services
North Carolina
$62.2K
EWM
72
EPG Wealth Management
Georgia
$62.2K
AIC
73
Archer Investment Corporation
Indiana
$52.5K
MCC
74
Money Concepts Capital
Florida
$51.1K +$51.1K +1,643 New
LFG
75
Larson Financial Group
Missouri
$42.6K

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.