FT Vest US Equity Deep Buffer ETF February
DFEB
87 hedge funds and large institutions have $133M invested in FT Vest US Equity Deep Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
4% more funds holding
Funds holding: 84 → 87 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
1.8% less ownership
Funds ownership: 51.37% → 49.58% (-1.8%)
22% less capital invested
Capital invested by funds: $171M → $133M (-$37.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.14M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.36M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.44M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.27M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.02M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$483K |
DFEB Hedge Fund Activity: Q1 2023 in Review
87 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2023, worth a combined $133M — down 22% from $171M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DFEB positions and 13 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $4.11M. The largest seller was Osaic Holdings, cutting an estimated $46.4M.
- 87 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2023, up from 84 in Q4 2022.
- Funds reported $133M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2023, down 22% quarter-over-quarter.
- 19 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2023 and 13 closed out, a net change of +6 holders.
- The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2023 was AE Wealth Management, an estimated $4.11M added.
- The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2023 was Osaic Holdings, an estimated $46.4M sold.
Based on aggregated 13F filings for Q1 2023.