FT Vest US Equity Deep Buffer ETF September
DSEP
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.
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: 39 → 55 (+16)
17.46% more ownership
Funds ownership: 20.67% → 38.14% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.08M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
+$4.64M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$4.58M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$3.47M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.4M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$752K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$543K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$462K |
| 5 |
SCA
Sage Capital Advisors
Sioux Falls,
South Dakota
|
-$462K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
51
Castleview Partners
Dallas,
Texas
| $45K | -$752K | -24,617 | -94% |
|
|
SAM
52
Strategic Asset Management
Rochester,
Minnesota
| $45K | -$8.1K | -265 | -15% |
|
|
HSA
53
HBK Sorce Advisory
Erie,
Pennsylvania
| $31K | +$621K | +20,312 | New |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $18K | – | – | – |
|
|
CW
55
CreativeOne Wealth
Overland Park,
Kansas
| – | -$1.4M | -46,086 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$543K | -17,925 | Closed |
|
|
GM
57
GeoWealth Management
Chicago,
Illinois
| – | -$462K | -15,240 | Closed |
|
|
SCA
58
Sage Capital Advisors
Sioux Falls,
South Dakota
| – | -$462K | -15,240 | Closed |
|
|
FIA
59
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$286K | -9,401 | Closed |
|
|
HCP
60
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$3K | -89 | Closed |
|
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.