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FT Vest US Equity Deep Buffer ETF August

88 hedge funds and large institutions have $316M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

55% more capital invested

Capital invested by funds: $204M → $316M (+$112M)

4.29% more ownership

Funds ownership: 63.11%67.4% (+4.3%)

4% more funds holding

Funds holding: 8588 (+3)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
30
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthPLAN Partners
Nebraska
$577K -$96K -3,031 -14%
CAAS
52
Capital Asset Advisory Services
Michigan
$556K -$29.5K -932 -5%
CWS
53
Cypress Wealth Services
California
$532K
JIP
54
Jaffetilchin Investment Partners
Florida
$510K -$48.1K -1,518 -9%
SS
55
Sunbelt Securities
Texas
$503K -$6.33K -200 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$501K +$494K +15,596 New
IFS
57
Ifrah Financial Services
Arkansas
$445K +$439K +13,863 New
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$427K -$3.8K -120 -0.9%
FPWM
59
FSB Premier Wealth Management
Iowa
$374K
MWM
60
Meridian Wealth Management
Kentucky
$358K -$39.1K -1,235 -10%
OIA
61
OneDigital Investment Advisors
Kansas
$315K
LNC
62
Lincoln National Corp
Pennsylvania
$281K
WFA
63
WMG Financial Advisors
Tennessee
$267K
DIM
64
Delta Investment Management
California
$265K
IF
65
Integrity Financial
Wyoming
$262K
OPA
66
Old Port Advisors
Maine
$259K
SC
67
Schubert & Co
Texas
$250K +$246K +7,776 New
SOS
68
Silver Oak Securities
Tennessee
$249K -$6.37K -201 -3%
WS
69
Wedbush Securities
California
$229K +$1.27K +40 +0.6%
SWM
70
Spire Wealth Management
Virginia
$229K -$519K -16,394 -70%
IFG
71
Independent Financial Group
California
$220K +$5.67K +179 +3%
TSS
72
Two Sigma Securities
New York
$205K +$202K +6,381 New
CF
73
Centaurus Financial
California
$162K +$58.4K +1,845 +58%
TLA
74
Tanglewood Legacy Advisors
Texas
$139K -$32.5K -1,027 -19%
WIM
75
WealthPlan Investment Management
Nebraska
$99.8K -$566K -17,875 -85%

DAUG Hedge Fund Activity: Q1 2023 in Review

88 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q1 2023, worth a combined $316M — up 55% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DAUG positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $54.2M. The largest seller was Envestnet Asset Management, cutting an estimated $14.2M.

  • 88 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $316M of FT Vest US Equity Deep Buffer ETF August stock for Q1 2023, up 55% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q1 2023 and 8 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q1 2023 was Advance Capital Management, an estimated $54.2M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q1 2023 was Envestnet Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.