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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
OPS
76
Orion Portfolio Solutions
Nebraska
$601K +$11.7K +253 +2%
Mariner
77
Mariner
Kansas
$599K -$29.6K -638 -5%
SWP
78
Semus Wealth Partners
Florida
$597K
KWM
79
Kingsview Wealth Management
Oregon
$573K -$32.5K -700 -5%
FFS
80
Founders Financial Securities
Maryland
$545K +$213K +4,591 +64%
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$536K
CA
82
CoreCap Advisors
Michigan
$529K +$61.3K +1,320 +13%
CAG
83
Csenge Advisory Group
Florida
$522K +$9.24K +199 +2%
CCFM
84
Clear Creek Financial Management
Washington
$519K -$4.76M -102,456 -90%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$518K -$1.51M -32,441 -74%
BCM
86
Brookstone Capital Management
Illinois
$496K +$199K +4,278 +67%
ACMA
87
Arbor Capital Management (Alaska)
Alaska
$492K -$20.6K -443 -4%
HI
88
Harbour Investments
Wisconsin
$480K -$88.7K -1,910 -16%
SFS
89
Sowell Financial Services
Arkansas
$479K +$477K +10,283 New
MA
90
Mutual Advisors
Nebraska
$466K -$62.5K -1,347 -12%
IWM
91
IMG Wealth Management
Florida
$466K +$464K +10,004 New
BWM
92
BCGM Wealth Management
Indiana
$465K
CA
93
Cambridge Advisors
Nebraska
$456K -$4.64K -100 -1%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$455K +$4.18K +90 +0.9%
SA
95
Sanctuary Advisors
Indiana
$452K
AWA
96
Arkadios Wealth Advisors
Georgia
$448K +$129K +2,785 +41%
CPA
97
Clear Point Advisors
New York
$441K
MFG
98
Merit Financial Group
Georgia
$439K +$438K +9,428 New
BFA
99
Beacon Financial Advisory
Ohio
$421K +$158K +3,400 +60%
SWA
100
SOA Wealth Advisors
New York
$412K