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FT Vest US Equity Deep Buffer ETF August
DAUG

105 hedge funds and large institutions have $179M invested in FT Vest US Equity Deep Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $152M → $179M (+$26.6M)

9.64% more ownership

Funds ownership: 46.42% → 56.06% (+9.6%)

8% more funds holding

Funds holding: 97 → 105 (+8)

73% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 41

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
11
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.81M
2
SG
StoneX Group
New York
+$1.32M
3
CCFM
Clear Creek Financial Management
Washington
+$304K
4
FFS
Founders Financial Securities
Maryland
+$296K
5
HI
Horizon Investments
North Carolina
+$287K

Top Sellers

Rank Fund Capital Flow
1
MW
Maia Wealth
Colorado
-$4.98M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.62M
3
VA
Valmark Advisers
Ohio
-$1.94M
4
AWM
AE Wealth Management
Kansas
-$1.01M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
76
Octavia Wealth Advisors
Ohio
$241K – – –
TF
77
Trek Financial
Arizona
$234K – – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$209K +$208K +5,258 New
AIM
79
Advyzon Investment Management
Illinois
$202K +$202K +5,100 New
NW
80
NewEdge Wealth
Pennsylvania
$200K -$464K -11,729 -70%
HP
81
Holistic Planning
Texas
$200K +$200K +5,048 New
Barclays
82
Barclays
United Kingdom
$191K -$12.4K -314 -6%
CFGS
83
Concourse Financial Group Securities
Alabama
$172K – – –
MIM
84
MTM Investment Management
South Carolina
$146K – – –
CFD
85
Creative Financial Designs
Indiana
$130K – – –
EWM
86
EPG Wealth Management
Georgia
$119K -$39.6K -1,000 -25%
Comerica Bank
87
Comerica Bank
Texas
$90.4K – – –
JP Morgan Chase
88
JP Morgan Chase
New York
$77.5K +$77.3K +1,952 New
SWA
89
SOA Wealth Advisors
New York
$72.7K – – –
LFG
90
Larson Financial Group
Missouri
$57K – – –
CIAS
91
Capital Investment Advisory Services
North Carolina
$56.5K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$45.8K – – –
CA
93
CoreCap Advisors
Michigan
$45.4K +$1.15K +29 +3%
TWM
94
Topsail Wealth Management
North Carolina
$31.7K +$31.7K +800 New
AF
95
Advisornet Financial
Minnesota
$25.8K – – –
AA
96
AlphaMark Advisors
Kentucky
$24K – – –
FFA
97
Farther Finance Advisors
California
$21.7K -$39.7K -1,002 -65%
UBS Group
98
UBS Group
Switzerland
$20K +$19.9K +504 New
GWM
99
Geneos Wealth Management
Colorado
$19.8K – – –
DFA
100
DHJJ Financial Advisors
Illinois
$13.3K – – –
1 2 3
4
5

DAUG Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q4 2024, worth a combined $179M — up 17% from $152M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DAUG positions and 10 closed out — a net gain of 10 holders — while 11 added to existing stakes and 41 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.81M. The largest seller was Maia Wealth, exiting entirely with an estimated $4.98M sold.

  • 105 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $179M of FT Vest US Equity Deep Buffer ETF August stock for Q4 2024, up 17% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q4 2024 was Old Mission Capital, an estimated $1.81M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q4 2024 was Maia Wealth, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2024.