FT Vest US Equity Deep Buffer ETF August
DAUG
89 hedge funds and large institutions have $357M 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, 30 reducing their positions, and 7 closing their positions.
584% more capital inflows, than outflows
Capital inflows: $171M | Capital outflows: $24.9M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
5% more funds holding
Funds holding: 85 → 89 (+4)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
31.52% less ownership
Funds ownership: 99.08% → 67.56% (-32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advance Capital Management
Southfield,
Michigan
|
+$54.2M |
| 2 |
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$43.8M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$26.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.8M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.58M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
-$1.52M |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
-$1.06M |
| 5 |
WealthPlan Investment Management
Omaha,
Nebraska
|
-$566K |
DAUG Hedge Fund Activity: Q1 2023 in Review
89 of the 6,289 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 $357M — up 75% from $204M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DAUG positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 30 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.
- 89 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q1 2023, up from 85 in Q4 2022.
- Funds reported $357M of FT Vest US Equity Deep Buffer ETF August stock for Q1 2023, up 75% quarter-over-quarter.
- 13 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q1 2023 and 7 closed out, a net change of +6 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.