FT Vest US Equity Deep Buffer ETF February
DFEB
96 hedge funds and large institutions have $156M invested in FT Vest US Equity Deep Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
71% more capital invested
Capital invested by funds: $91.4M → $156M (+$64.9M)
19% more funds holding
Funds holding: 81 → 96 (+15)
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
13.67% more ownership
Funds ownership: 41.46% → 55.13% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.6M |
| 2 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
+$9.14M |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$8.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.82M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 3 |
BTWM
Baker Tilly Wealth Management
Madison,
Wisconsin
|
-$1.13M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$897K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$849K |
DFEB Hedge Fund Activity: Q1 2024 in Review
96 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF February (DFEB) for Q1 2024, worth a combined $156M — up 71% from $91.4M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFEB positions and 7 closed out — a net gain of 16 holders — while 32 added to existing stakes and 27 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $17.6M. The largest seller was Clear Creek Financial Management, cutting an estimated $1.2M.
- 96 institutional investors held FT Vest US Equity Deep Buffer ETF February (DFEB) as of Q1 2024, up from 81 in Q4 2023.
- Funds reported $156M of FT Vest US Equity Deep Buffer ETF February stock for Q1 2024, up 71% quarter-over-quarter.
- 23 funds opened new FT Vest US Equity Deep Buffer ETF February positions in Q1 2024 and 7 closed out, a net change of +16 holders.
- The largest FT Vest US Equity Deep Buffer ETF February buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $17.6M added.
- The largest FT Vest US Equity Deep Buffer ETF February seller in Q1 2024 was Clear Creek Financial Management, an estimated $1.2M sold.
Based on aggregated 13F filings for Q1 2024.