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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
IAN
51
Integrated Advisors Network
Texas
$929K -$14.4K -311 -2%
FPL
52
Fortress Private Ledger
North Carolina
$928K +$926K +19,950 New
Citadel Advisors
53
Citadel Advisors
Florida
$922K +$245K +5,288 +36%
KWA
54
Kingswood Wealth Advisors
California
$901K +$899K +19,358 New
1W
55
1776 Wealth
Georgia
$867K
AI
56
Atria Investments
North Carolina
$862K -$113K -2,426 -12%
SB
57
Strategic Blueprint
Georgia
$835K +$7.89K +170 +1%
Jane Street
58
Jane Street
New York
$766K +$5.62K +121 +0.7%
DWM
59
Darwin Wealth Management
Florida
$761K -$49.4K -1,064 -6%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$740K +$53.1K +1,144 +8%
LSL
61
Legacy Solutions LLC
Pennsylvania
$721K +$719K +15,495 New
SWM
62
SeaCrest Wealth Management
New York
$710K
OBWG
63
Onyx Bridge Wealth Group
New York
$692K
SS
64
Sunbelt Securities
Texas
$684K -$38.3K -824 -5%
AAS
65
Avantax Advisory Services
Texas
$678K -$294K -6,334 -30%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$668K
APW
67
Aurora Private Wealth
New Jersey
$657K
MSFS
68
Main Street Financial Solutions
Pennsylvania
$649K
TLA
69
Tanglewood Legacy Advisors
Texas
$633K
TA
70
TFB Advisors
Kansas
$624K +$188K +4,058 +43%
NW
71
NewEdge Wealth
Pennsylvania
$623K -$471K -10,149 -43%
PCG
72
Prosperity Consulting Group
Maryland
$617K +$40.9K +880 +7%
FPWM
73
FSB Premier Wealth Management
Iowa
$612K -$7.57K -163 -1%
LSA
74
Lion Street Advisors
Texas
$609K -$139K -3,000 -19%
BCI
75
Brinker Capital Investments
Pennsylvania
$601K +$11.7K +253 +2%