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FT Vest US Equity Buffer ETF August

94 hedge funds and large institutions have $149M invested in FT Vest US Equity Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $129M → $149M (+$20.2M)

13% more funds holding

Funds holding: 8394 (+11)

8.04% more ownership

Funds ownership: 44.23%52.27% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
22
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$488K +$140K +3,900 +41%
TC
52
TownSquare Capital
Utah
$476K +$467K +13,058 New
GIA
53
Gladstone Institutional Advisory
Florida
$461K +$452K +12,629 New
ACMA
54
Arbor Capital Management (Alaska)
Alaska
$434K -$644 -18 -0.2%
HSA
55
HBK Sorce Advisory
Pennsylvania
$434K -$2.31M -64,591 -84%
BFG
56
Bouchey Financial Group
New York
$432K -$14.5K -406 -3%
MCWS
57
McKinley Carter Wealth Services
West Virginia
$393K
OPS
58
Orion Portfolio Solutions
Nebraska
$381K -$215 -6 -0.1%
BCI
59
Brinker Capital Investments
Pennsylvania
$381K +$374K +10,455 New
MA
60
Mutual Advisors
Nebraska
$371K
BWM
61
BCGM Wealth Management
Indiana
$365K +$358K +10,000 New
AAS
62
Avantax Advisory Services
Texas
$358K +$351K +9,815 New
OWA
63
Octavia Wealth Advisors
Ohio
$352K
TLA
64
Tanglewood Legacy Advisors
Texas
$339K -$34.1K -952 -9%
GSAM
65
Grant Street Asset Management
Pennsylvania
$333K +$326K +9,119 New
OIA
66
OneDigital Investment Advisors
Kansas
$321K +$79.6K +2,225 +34%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$305K +$299K +8,361 New
GEA
68
Glen Eagle Advisors
New Jersey
$293K
SWP
69
Summit Wealth Partners
Florida
$289K
IP
70
Ignite Planners
California
$287K -$19.4K -543 -6%
SB
71
Strategic Blueprint
Georgia
$269K +$264K +7,374 New
PFS
72
Prospera Financial Services
Texas
$268K +$263K +7,350 New
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$266K -$11.4K -319 -4%
CWS
74
Cypress Wealth Services
California
$263K +$258K +7,211 New
AWS
75
Atria Wealth Solutions
New York
$257K +$252K +7,051 New