We are live on ! Find out more
FAUG icon

FT Vest US Equity Buffer ETF August

158 hedge funds and large institutions have $266M invested in FT Vest US Equity Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

7% more funds holding

Funds holding: 148158 (+10)

3.11% less ownership

Funds ownership: 33.35%30.24% (-3.1%)

7% less capital invested

Capital invested by funds: $285M → $266M (-$18.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 67

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
31
Reduced
67
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Fragasso Financial Advisors
Pennsylvania
$1.93M -$361K -7,772 -16%
FHC
27
First Heartland Consultants
Missouri
$1.88M +$52.6K +1,133 +3%
AWM
28
AE Wealth Management
Kansas
$1.76M -$421K -9,059 -19%
AAS
29
Ameritas Advisory Services
Nebraska
$1.76M +$110K +2,372 +7%
AWS
30
Atria Wealth Solutions
New York
$1.76M +$67.8K +1,461 +4%
NA
31
NewEdge Advisors
Louisiana
$1.67M -$180K -3,885 -10%
BFG
32
Beacon Financial Group
Texas
$1.65M -$166K -3,566 -9%
AWM
33
Accel Wealth Management
Iowa
$1.62M -$78.1K -1,682 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.61M -$12.2K -262 -0.8%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.61M +$77.4K +1,668 +5%
SPIA
36
Steward Partners Investment Advisory
New York
$1.6M +$3.81K +82 +0.2%
AWM
37
Apollon Wealth Management
South Carolina
$1.48M -$17.5K -378 -1%
SDH
38
Sloy Dahl & Holst
Washington
$1.42M
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.36M
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.27M +$51.1K +1,100 +4%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$1.19M -$72.8K -1,568 -6%
WTFG
42
Wood Tarver Financial Group
Idaho
$1.18M +$1.18M +25,369 New
IF
43
Integrity Financial
Wyoming
$1.16M +$204K +4,400 +21%
MWM
44
Modern Wealth Management
Kansas
$1.11M +$1.1M +23,785 New
FI
45
FWG Investments
Kentucky
$1.08M -$89.2K -1,921 -8%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.08M +$2K +43 +0.2%
CFGS
47
Concourse Financial Group Securities
Alabama
$1.07M
SAW
48
Signal Advisors Wealth
Michigan
$997K -$4.36K -94 -0.4%
Truist Financial
49
Truist Financial
North Carolina
$991K -$58.9K -1,269 -6%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$937K -$975 -21 -0.1%