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FT Vest US Equity Buffer ETF August

124 hedge funds and large institutions have $253M invested in FT Vest US Equity Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 122124 (+2)

11.12% less ownership

Funds ownership: 53.68%42.56% (-11%)

18% less capital invested

Capital invested by funds: $307M → $253M (-$54.3M)

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 56

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
22
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
BCGM Wealth Management
Indiana
$406K
CA
77
Cambridge Advisors
Nebraska
$406K
OWA
78
Octavia Wealth Advisors
Ohio
$392K
ACMA
79
Arbor Capital Management (Alaska)
Alaska
$390K -$18.2K -472 -5%
CPA
80
Clear Point Advisors
New York
$385K +$366K +9,465 New
MA
81
Mutual Advisors
Nebraska
$383K -$46.3K -1,200 -11%
AAS
82
Ameritas Advisory Services
Nebraska
$382K -$470K -12,181 -57%
SAW
83
Signal Advisors Wealth
Michigan
$367K +$349K +9,035 New
OIA
84
OneDigital Investment Advisors
Kansas
$354K -$154K -4,000 -31%
BCI
85
Brinker Capital Investments
Pennsylvania
$341K -$8.34K -216 -3%
OPS
86
Orion Portfolio Solutions
Nebraska
$341K -$8.34K -216 -3%
Citadel Advisors
87
Citadel Advisors
Florida
$327K +$311K +8,058 New
AWA
88
Arkadios Wealth Advisors
Georgia
$327K -$42.8K -1,109 -12%
GEA
89
Glen Eagle Advisors
New Jersey
$326K
CW
90
CreativeOne Wealth
Kansas
$321K -$5.11M -132,286 -94%
SW
91
Schulz Wealth
Texas
$320K +$304K +7,867 New
HAS
92
HBW Advisory Services
California
$302K -$7.88K -204 -3%
VA
93
Valmark Advisers
Ohio
$296K +$281K +7,283 New
LNC
94
Lincoln National Corp
Pennsylvania
$294K +$46.3K +1,200 +20%
CWS
95
Cypress Wealth Services
California
$293K
KA
96
Kovack Advisors
Florida
$290K
SWP
97
Summit Wealth Partners
Florida
$277K -$42.5K -1,100 -14%
HSA
98
HBK Sorce Advisory
Pennsylvania
$273K
CC
99
Cypress Capital
Tennessee
$265K
BFA
100
Beacon Financial Advisory
Ohio
$263K