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FT Vest US Equity Buffer ETF August

121 hedge funds and large institutions have $208M invested in FT Vest US Equity Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 128121 (-7)

13.87% less ownership

Funds ownership: 47.23%33.37% (-14%)

28% less capital invested

Capital invested by funds: $288M → $208M (-$80.1M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

82% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 65

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
Schulz Wealth
Texas
$347K
UBS Group
77
UBS Group
Switzerland
$339K +$183K +4,241 +123%
TA
78
TFB Advisors
Kansas
$332K +$325K +7,535 New
AWA
79
Arkadios Wealth Advisors
Georgia
$319K -$23.4K -541 -7%
CWS
80
Cypress Wealth Services
California
$318K
CAM
81
Cresset Asset Management
Illinois
$306K -$86.4K -2,000 -22%
SAW
82
Signal Advisors Wealth
Michigan
$305K -$122K -2,833 -29%
SWP
83
Summit Wealth Partners
Florida
$300K
HSA
84
HBK Sorce Advisory
Pennsylvania
$296K -$259 -6 -0.1%
SG
85
StoneX Group
New York
$289K -$28.7K -665 -9%
BFA
86
Beacon Financial Advisory
Ohio
$285K
EWM
87
EPG Wealth Management
Georgia
$280K -$447K -10,345 Closed
KWA
88
Kingswood Wealth Advisors
California
$277K -$367K -8,500 -57%
FPWM
89
FSB Premier Wealth Management
Iowa
$269K -$630K -14,595 -71%
MFGM
90
Marshall Financial Group (Maryland)
Maryland
$266K
GSAM
91
Grant Street Asset Management
Pennsylvania
$245K
TC
92
TownSquare Capital
Utah
$243K
ETIA
93
Epic Trust Investment Advisors
Washington
$233K -$675K -15,630 -75%
SAI
94
Savvy Advisors Inc
New York
$232K -$10.6K -245 -4%
FNWA
95
Financial Network Wealth Advisors
Utah
$227K
SA
96
Sanctuary Advisors
Indiana
$227K +$230K +5,322 New
BFG
97
Bouchey Financial Group
New York
$221K -$216 -5 -0.1%
TAM
98
TCP Asset Management
Ohio
$216K
IFS
99
Ifrah Financial Services
Arkansas
$209K -$8.34K -193 -4%
OIA
100
OneDigital Investment Advisors
Kansas
$208K