FT Vest US Equity Deep Buffer ETF September
DSEP
66 hedge funds and large institutions have $77.9M invested in FT Vest US Equity Deep Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
16% more funds holding
Funds holding: 57 → 66 (+9)
14% more capital invested
Capital invested by funds: $68.5M → $77.9M (+$9.43M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.11% less ownership
Funds ownership: 46.18% → 40.06% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.62M |
| 2 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$2.37M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.02M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$13.5M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$3.24M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.15M |
| 4 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
-$1.31M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$934K |
DSEP Hedge Fund Activity: Q4 2023 in Review
66 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF September (DSEP) for Q4 2023, worth a combined $77.9M — up 14% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DSEP positions and 8 closed out — a net gain of 9 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $3.62M. The largest seller was Beacon Financial Group, cutting an estimated $13.5M.
- 66 institutional investors held FT Vest US Equity Deep Buffer ETF September (DSEP) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $77.9M of FT Vest US Equity Deep Buffer ETF September stock for Q4 2023, up 14% quarter-over-quarter.
- 17 funds opened new FT Vest US Equity Deep Buffer ETF September positions in Q4 2023 and 8 closed out, a net change of +9 holders.
- The largest FT Vest US Equity Deep Buffer ETF September buyer in Q4 2023 was Kestra Advisory Services, an estimated $3.62M added.
- The largest FT Vest US Equity Deep Buffer ETF September seller in Q4 2023 was Beacon Financial Group, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2023.