FT Vest US Equity Deep Buffer ETF September
DSEP
57 hedge funds and large institutions have $68.5M invested in FT Vest US Equity Deep Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 11 closing their positions.
5% less funds holding
Funds holding: 60 → 57 (-3)
10.93% less ownership
Funds ownership: 57.1% → 46.18% (-11%)
24% less capital invested
Capital invested by funds: $89.6M → $68.5M (-$21.1M)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.12M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$848K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$725K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$716K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$12M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.42M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.33M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.77M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$1.07M |
DSEP Hedge Fund Activity: Q3 2023 in Review
57 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF September (DSEP) for Q3 2023, worth a combined $68.5M — down 24% from $89.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DSEP and 8 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 14 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.12M. The largest seller was Advance Capital Management, cutting an estimated $12M.
- 57 institutional investors held FT Vest US Equity Deep Buffer ETF September (DSEP) as of Q3 2023, down from 60 in Q2 2023.
- Funds reported $68.5M of FT Vest US Equity Deep Buffer ETF September stock for Q3 2023, down 24% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Deep Buffer ETF September positions in Q3 2023 and 11 closed out, a net change of -3 holders.
- The largest FT Vest US Equity Deep Buffer ETF September buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $1.12M added.
- The largest FT Vest US Equity Deep Buffer ETF September seller in Q3 2023 was Advance Capital Management, an estimated $12M sold.
Based on aggregated 13F filings for Q3 2023.