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FT Vest US Equity Buffer ETF August

114 hedge funds and large institutions have $289M invested in FT Vest US Equity Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more capital invested

Capital invested by funds: $149M → $289M (+$141M)

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

21% more funds holding

Funds holding: 94114 (+20)

3.11% more ownership

Funds ownership: 52.27%55.38% (+3.1%)

Holders
114
Holders Change
+20
Holders Change %
+21.28%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
40
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$449K +$430K +11,617 New
SFS
77
Sowell Financial Services
Arkansas
$445K +$427K +11,529 New
SCA
78
Sage Capital Advisors
South Dakota
$427K +$409K +11,046 New
CAM
79
Cresset Asset Management
Illinois
$423K +$405K +10,950 New
MA
80
Mutual Advisors
Nebraska
$415K +$21.1K +571 +6%
PFS
81
Prospera Financial Services
Texas
$401K +$112K +3,036 +41%
BWM
82
BCGM Wealth Management
Indiana
$386K
FIA
83
Foundations Investment Advisors
Arizona
$382K +$366K +9,890 New
OWA
84
Octavia Wealth Advisors
Ohio
$372K
HSA
85
HBK Sorce Advisory
Pennsylvania
$350K -$105K -2,843 -24%
BCI
86
Brinker Capital Investments
Pennsylvania
$329K -$71.4K -1,928 -18%
OPS
87
Orion Portfolio Solutions
Nebraska
$329K -$71.4K -1,928 -18%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$323K
GEA
89
Glen Eagle Advisors
New Jersey
$310K
GSAM
90
Grant Street Asset Management
Pennsylvania
$306K -$44.5K -1,203 -13%
SWP
91
Summit Wealth Partners
Florida
$306K
HAS
92
HBW Advisory Services
California
$295K +$283K +7,648 New
FA
93
Flagstar Advisors
New York
$292K +$49K +1,324 +21%
CWS
94
Cypress Wealth Services
California
$282K
JIP
95
Jaffetilchin Investment Partners
Florida
$278K +$267K +7,206 New
IFG
96
Independent Financial Group
California
$267K +$17.5K +473 +7%
OBWG
97
Onyx Bridge Wealth Group
New York
$267K +$256K +6,920 New
KA
98
Kovack Advisors
Florida
$246K +$14.2K +383 +6%
CC
99
Cypress Capital
Tennessee
$246K +$235K +6,360 New
MFGM
100
Marshall Financial Group (Maryland)
Maryland
$233K -$4.78K -129 -2%