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FT Vest US Equity Deep Buffer ETF February

98 hedge funds and large institutions have $137M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

3% more funds holding

Funds holding: 9598 (+3)

4.63% less ownership

Funds ownership: 54.95%50.33% (-4.6%)

12% less capital invested

Capital invested by funds: $156M → $137M (-$18.8M)

53% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 43

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
20
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$1.4M
SF
27
Synovus Financial
Georgia
$1.32M +$115K +2,937 +10%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.27M
AAS
29
Ameritas Advisory Services
Nebraska
$1.19M
SWM
30
Spire Wealth Management
Virginia
$1.16M +$166K +4,229 +17%
LPL Financial
31
LPL Financial
California
$1.1M -$112K -2,864 -10%
IF
32
Integrity Financial
Wyoming
$1.06M +$83.9K +2,135 +9%
Truist Financial
33
Truist Financial
North Carolina
$1.03M -$118K -2,995 -10%
KWS
34
Keystone Wealth Services
California
$1.03M +$29.1K +741 +3%
CAG
35
Csenge Advisory Group
Florida
$919K -$1.24M -31,602 -58%
TC
36
TownSquare Capital
Utah
$854K -$2.95K -75 -0.4%
SPC
37
Sigma Planning Corp
Michigan
$852K -$25.2K -642 -3%
WS
38
Wedbush Securities
California
$850K -$1.38K -35 -0.2%
OAJ
39
Ogorek Anthony Joseph
New York
$700K -$116K -2,950 -15%
CCFM
40
Clear Creek Financial Management
Washington
$681K +$3.14K +80 +0.5%
JSW
41
Journey Strategic Wealth
New Jersey
$656K +$7.93K +202 +1%
OIA
42
OneDigital Investment Advisors
Kansas
$636K -$3.42K -87 -0.5%
OIM
43
Oder Investment Management
California
$636K +$46.2K +1,177 +8%
GEA
44
Glen Eagle Advisors
New Jersey
$615K
Wolverine Trading
45
Wolverine Trading
Illinois
$594K +$579K +14,735 New
MML Investors Services
46
MML Investors Services
Massachusetts
$582K -$195K -4,953 -26%
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$575K -$10.6K -270 -2%
LWM
48
Lakeridge Wealth Management
Ohio
$574K
SFG
49
Sovereign Financial Group
Connecticut
$559K -$40K -1,019 -7%
CM
50
Columbus Macro
Pennsylvania
$550K -$903 -23 -0.2%

DFEB Hedge Fund Activity: Q2 2024 in Review

98 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q2 2024, worth a combined $137M — down 12% from $156M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFEB positions and 11 closed out — a net gain of 5 holders — while 20 added to existing stakes and 43 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $1.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.01M.

  • 98 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q2 2024, up from 95 in Q1 2024.
  • Funds reported $137M of FT Vest US Equity Deep Buffer ETF February stock for Q2 2024, down 12% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q2 2024 and 11 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF February buyer in Q2 2024 was Old Mission Capital, an estimated $1.5M added.
  • The largest FT Vest US Equity Deep Buffer ETF February seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $6.01M sold.

Based on aggregated 13F filings for Q2 2024.