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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
PIWA
76
Prevail Innovative Wealth Advisors
Kansas
$202K +$196K +5,000 New
Morgan Stanley
77
Morgan Stanley
New York
$192K -$19.6K -500 -9%
HI
78
Horizon Investments
North Carolina
$183K +$179K +4,545 New
NS
79
NBC Securities
Alabama
$181K -$2.12K -54 -1%
FFA
80
Farther Finance Advisors
California
$135K +$125K +3,171 +1,865%
DFA
81
DHJJ Financial Advisors
Illinois
$114K -$52K -1,325 -32%
UBS Group
82
UBS Group
Switzerland
$69.5K +$17.7K +451 +35%
William Blair & Company
83
William Blair & Company
Illinois
$57.5K +$56K +1,426 New
CIAS
84
Capital Investment Advisory Services
North Carolina
$50.2K
IA
85
IFP Advisors
Florida
$46.3K +$45.1K +1,149 New
CA
86
CoreCap Advisors
Michigan
$37.1K -$314 -8 -0.9%
WIA
87
Wetzel Investment Advisors
Indiana
$33.9K
CAS
88
Coppell Advisory Solutions
Texas
$24.6K +$24K +610 New
AF
89
Allworth Financial
California
$20.3K
CFFP
90
Center for Financial Planning
Michigan
$20.2K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$13K -$91.7K -2,335 -88%
TSMHT
92
Thurston Springer Miller Herd & Titak
Indiana
$12.8K +$12.5K +317 New
CFD
93
Creative Financial Designs
Indiana
$10.3K +$10.1K +256 New
SWA
94
SOA Wealth Advisors
New York
$9.12K
CPA
95
Clear Point Advisors
New York
$8.07K
LFG
96
Larson Financial Group
Missouri
$2.58K -$2.91K -74 -54%
GLR
97
Great Lakes Retirement
Ohio
$890 +$864 +22 New
OLVIG
98
Oliver Lagore Vanvalin Investment Group
Michigan
$242
JP Morgan Chase
99
JP Morgan Chase
New York
-$1.85M -47,255 Closed
MAG
100
Mayfair Advisory Group
Alabama
-$605K -15,480 Closed

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.