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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
Osaic Holdings
1
Osaic Holdings
Arizona
$55.1M +$9.8M +309,220 +22%
ACM
2
Advance Capital Management
Michigan
$55M +$54.2M +1,710,832 New
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$44.4M +$43.8M +1,382,245 New
CAN
4
Cetera Advisor Networks
California
$13.8M -$1.06M -33,498 -7%
AWM
5
AE Wealth Management
Kansas
$12.7M +$8.17M +258,007 +189%
HFM
6
Hartford Financial Management
Connecticut
$10.3M +$1.12M +35,376 +12%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.3M -$147K -4,645 -1%
BFG
8
Beacon Financial Group
Texas
$8.19M -$27.7K -875 -0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.03M +$2.44M +77,070 +45%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.51M -$14.2M -446,752 -69%
IA
11
IFP Advisors
Florida
$6.01M -$93.2K -2,941 -1%
PCG
12
Prosperity Consulting Group
Maryland
$5.34M -$66.5K -2,099 -1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.2M +$1.09M +34,498 +27%
BCM
14
Brookstone Capital Management
Illinois
$4.22M +$4.15M +130,949 New
CCFM
15
Clear Creek Financial Management
Washington
$3.17M +$882K +27,831 +39%
AI
16
Atria Investments
North Carolina
$3.07M +$157K +4,942 +5%
T
17
TRUADVICE
Florida
$3.04M +$2.52M +79,618 +547%
Mariner
18
Mariner
Kansas
$2.99M +$33.3K +1,051 +1%
SW
19
SlateStone Wealth
Florida
$2.89M -$324K -10,221 -10%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.72M +$538K +16,992 +25%
LPL Financial
21
LPL Financial
California
$2.48M +$731K +23,074 +43%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2.45M
Truist Financial
23
Truist Financial
North Carolina
$2.38M -$143K -4,508 -6%
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$2.22M +$79.2K +2,500 +4%
WI
25
Wintrust Investments
Illinois
$2.19M +$2.16M +68,166 New

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.