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FT Vest US Equity Buffer ETF August

148 hedge funds and large institutions have $285M invested in FT Vest US Equity Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

37% more capital invested

Capital invested by funds: $208M → $285M (+$77.1M)

22% more funds holding

Funds holding: 121148 (+27)

0.02% less ownership

Funds ownership: 33.37%33.35% (-0.02%)

Holders
148
Holders Change
+27
Holders Change %
+22.31%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
58
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$1.03M +$258K +5,793 +35%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.03M +$81.2K +1,821 +9%
SAW
53
Signal Advisors Wealth
Michigan
$984K +$651K +14,603 +211%
AI
54
Atria Investments
North Carolina
$958K +$934K +20,949 New
AAS
55
Avantax Advisory Services
Texas
$956K +$351K +7,873 +60%
IF
56
Integrity Financial
Wyoming
$944K +$325K +7,279 +55%
IAN
57
Integrated Advisors Network
Texas
$928K +$904K +20,274 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$922K -$43.3K -970 -5%
1W
59
1776 Wealth
Georgia
$852K
SB
60
Strategic Blueprint
Georgia
$813K +$207K +4,636 +35%
DWM
61
Darwin Wealth Management
Florida
$797K +$776K +17,411 New
Jane Street
62
Jane Street
New York
$747K +$233K +5,216 +47%
LSA
63
Lion Street Advisors
Texas
$736K
SS
64
Sunbelt Securities
Texas
$708K +$63.2K +1,417 +10%
SWM
65
SeaCrest Wealth Management
New York
$698K -$40.3K -903 -6%
OBWG
66
Onyx Bridge Wealth Group
New York
$681K +$60.6K +1,360 +10%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$675K +$141K +3,170 +27%
Citadel Advisors
68
Citadel Advisors
Florida
$665K -$164K -3,683 -20%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$656K +$15K +336 +2%
APW
70
Aurora Private Wealth
New Jersey
$646K +$237K +5,321 +61%
MSFS
71
Main Street Financial Solutions
Pennsylvania
$638K
TLA
72
Tanglewood Legacy Advisors
Texas
$623K +$8.87K +199 +1%
Mariner
73
Mariner
Kansas
$618K -$268 -6 -0%
FPWM
74
FSB Premier Wealth Management
Iowa
$609K +$321K +7,199 +118%
KWM
75
Kingsview Wealth Management
Oregon
$595K +$102K +2,285 +21%