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FT Vest US Equity Deep Buffer ETF September

55 hedge funds and large institutions have $57M invested in FT Vest US Equity Deep Buffer ETF September in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

171% more capital invested

Capital invested by funds: $21.1M → $57M (+$35.9M)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

41% more funds holding

Funds holding: 3955 (+16)

17.46% more ownership

Funds ownership: 20.67%38.14% (+17%)

Holders
55
Holders Change
+16
Holders Change %
+41.03%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
14
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
26
LVZ Inc
Michigan
$457K
MWM
27
Meridian Wealth Management
Kentucky
$444K -$141K -4,620 -23%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$413K +$174K +5,700 +68%
SDH
29
Sloy Dahl & Holst
Washington
$410K +$427K +13,965 New
FPWM
30
FSB Premier Wealth Management
Iowa
$409K +$426K +13,934 New
Citadel Advisors
31
Citadel Advisors
Florida
$384K -$384K -12,586 -49%
ACMA
32
Arbor Capital Management (Alaska)
Alaska
$349K +$32.4K +1,059 +10%
HighTower Advisors
33
HighTower Advisors
Illinois
$330K +$343K +11,236 New
IF
34
Integrity Financial
Wyoming
$323K +$320K +10,485 +1,975%
SS
35
Sunbelt Securities
Texas
$297K
CA
36
Cetera Advisors
Colorado
$293K -$67.9K -2,222 -18%
FGG
37
Financial Guidance Group
Florida
$291K +$302K +9,900 New
DFA
38
DHJJ Financial Advisors
Illinois
$272K -$9.16K -300 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$249K +$259K +8,475 New
JIP
40
Jaffetilchin Investment Partners
Florida
$235K -$39.2K -1,284 -14%
SPC
41
Sigma Planning Corp
Michigan
$232K -$7K -229 -3%
KAS
42
Kestra Advisory Services
Texas
$229K +$238K +7,788 New
SF
43
Synovus Financial
Georgia
$222K
AWM
44
Apollon Wealth Management
South Carolina
$217K +$226K +7,400 New
TCM
45
Triumph Capital Management
Colorado
$206K -$126K -4,138 -37%
APA
46
American Portfolios Advisors
New York
$175K +$30.4K +995 +20%
HI
47
Harbour Investments
Wisconsin
$169K
IA
48
IFP Advisors
Florida
$154K
AF
49
Advisornet Financial
Minnesota
$91K
CAL
50
Capital Analysts LLC
Pennsylvania
$73K +$75.6K +2,476 New

DSEP Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF September (DSEP) for Q3 2022, worth a combined $57M — up 171% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DSEP positions and 7 closed out — a net gain of 16 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.08M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.4M sold.

  • 55 institutional investors held FT Vest US Equity Deep Buffer ETF September (DSEP) as of Q3 2022, up from 39 in Q2 2022.
  • Funds reported $57M of FT Vest US Equity Deep Buffer ETF September stock for Q3 2022, up 171% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Deep Buffer ETF September positions in Q3 2022 and 7 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Deep Buffer ETF September buyer in Q3 2022 was Envestnet Asset Management, an estimated $7.08M added.
  • The largest FT Vest US Equity Deep Buffer ETF September seller in Q3 2022 was CreativeOne Wealth, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2022.