FT Vest US Equity Deep Buffer ETF September
DSEP
60 hedge funds and large institutions have $99M invested in FT Vest US Equity Deep Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 10 closing their positions.
5.86% less ownership
Funds ownership: 58.44% → 52.58% (-5.9%)
12% less funds holding
Funds holding: 68 → 60 (-8)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
39% less capital invested
Capital invested by funds: $163M → $99M (-$64.4M)
61% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 31
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$4.73M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.61M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$613K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$570K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$45.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.41M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.91M |
| 4 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$5.32M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$5.05M |
DSEP Hedge Fund Activity: Q1 2023 in Review
60 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF September (DSEP) for Q1 2023, worth a combined $99M — down 39% from $163M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DSEP and 2 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 12 added.
The largest buyer was Advance Capital Management, adding an estimated $4.73M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $45.9M.
- 60 institutional investors held FT Vest US Equity Deep Buffer ETF September (DSEP) as of Q1 2023, down from 68 in Q4 2022.
- Funds reported $99M of FT Vest US Equity Deep Buffer ETF September stock for Q1 2023, down 39% quarter-over-quarter.
- 2 funds opened new FT Vest US Equity Deep Buffer ETF September positions in Q1 2023 and 10 closed out, a net change of -8 holders.
- The largest FT Vest US Equity Deep Buffer ETF September buyer in Q1 2023 was Advance Capital Management, an estimated $4.73M added.
- The largest FT Vest US Equity Deep Buffer ETF September seller in Q1 2023 was Summit Financial Wealth Advisors, an estimated $45.9M sold.
Based on aggregated 13F filings for Q1 2023.