FT Vest US Equity Deep Buffer ETF August
DAUG
92 hedge funds and large institutions have $198M invested in FT Vest US Equity Deep Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 50 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3% more funds holding
Funds holding: 89 → 92 (+3)
2.41% less ownership
Funds ownership: 64.47% → 62.06% (-2.4%)
13% less capital invested
Capital invested by funds: $227M → $198M (-$29M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
76% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$8.97M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$5.1M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$532K |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$498K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$19.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.5M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$4.21M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.18M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$3.16M |
DAUG Hedge Fund Activity: Q4 2023 in Review
92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q4 2023, worth a combined $198M — down 13% from $227M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DAUG positions and 8 closed out — a net gain of 4 holders — while 12 added to existing stakes and 50 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $8.97M. The largest seller was Commonwealth Equity Services, cutting an estimated $19.7M.
- 92 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q4 2023, up from 89 in Q3 2023.
- Funds reported $198M of FT Vest US Equity Deep Buffer ETF August stock for Q4 2023, down 13% quarter-over-quarter.
- 12 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q4 2023 and 8 closed out, a net change of +4 holders.
- The largest FT Vest US Equity Deep Buffer ETF August buyer in Q4 2023 was SageView Advisory Group, an estimated $8.97M added.
- The largest FT Vest US Equity Deep Buffer ETF August seller in Q4 2023 was Commonwealth Equity Services, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2023.