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FT Vest US Equity Buffer ETF August

122 hedge funds and large institutions have $307M invested in FT Vest US Equity Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

7% more funds holding

Funds holding: 114122 (+8)

6% more capital invested

Capital invested by funds: $289M → $307M (+$17.4M)

1.7% less ownership

Funds ownership: 55.38%53.68% (-1.7%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
122
Holders Change
+8
Holders Change %
+7.02%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
52
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$476K
CFGS
77
Concourse Financial Group Securities
Alabama
$469K +$286K +7,414 +144%
SFS
78
Sowell Financial Services
Arkansas
$426K -$5.05K -131 -1%
BFG
79
Bouchey Financial Group
New York
$426K -$16.6K -431 -4%
FHC
80
First Heartland Consultants
Missouri
$412K -$36.3K -942 -8%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$411K +$101K +2,630 +31%
KWM
82
Kingsview Wealth Management
Oregon
$401K -$77.1K -2,000 -16%
GKWIM
83
Gerber Kawasaki Wealth & Investment Management
California
$400K +$413K +10,710 New
MA
84
Mutual Advisors
Nebraska
$397K -$3.85K -100 -0.9%
SCA
85
Sage Capital Advisors
South Dakota
$391K -$23K -597 -5%
EWM
86
EPG Wealth Management
Georgia
$387K +$289K +7,500 +264%
PFS
87
Prospera Financial Services
Texas
$385K -$3.08K -80 -0.8%
ACMA
88
Arbor Capital Management (Alaska)
Alaska
$379K -$61.9K -1,607 -14%
BRWA
89
B. Riley Wealth Advisors
Florida
$378K +$390K +10,120 New
BWM
90
BCGM Wealth Management
Indiana
$374K
CA
91
Cambridge Advisors
Nebraska
$374K +$385K +10,000 New
OWA
92
Octavia Wealth Advisors
Ohio
$360K
AWA
93
Arkadios Wealth Advisors
Georgia
$342K +$353K +9,151 New
BCI
94
Brinker Capital Investments
Pennsylvania
$322K +$3.43K +89 +1%
OPS
95
Orion Portfolio Solutions
Nebraska
$322K +$3.43K +89 +1%
Jane Street
96
Jane Street
New York
$319K +$329K +8,542 New
SG
97
StoneX Group
New York
$303K +$312K +8,098 New
GEA
98
Glen Eagle Advisors
New Jersey
$300K
SWP
99
Summit Wealth Partners
Florida
$296K
HAS
100
HBW Advisory Services
California
$286K