We are live on ! Find out more
FAUG icon

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
KPWS
101
Kestra Private Wealth Services
Texas
$270K +$278K +7,214 New
CWS
102
Cypress Wealth Services
California
$270K
KA
103
Kovack Advisors
Florida
$267K +$30K +779 +12%
JIP
104
Jaffetilchin Investment Partners
Florida
$262K -$7.71K -200 -3%
HSA
105
HBK Sorce Advisory
Pennsylvania
$251K -$90K -2,336 -26%
CC
106
Cypress Capital
Tennessee
$244K +$6.55K +170 +3%
BFA
107
Beacon Financial Advisory
Ohio
$242K +$250K +6,475 New
FA
108
Flagstar Advisors
New York
$232K -$52.5K -1,361 -18%
LNC
109
Lincoln National Corp
Pennsylvania
$226K
MFGM
110
Marshall Financial Group (Maryland)
Maryland
$225K -$424 -11 -0.2%
Morgan Stanley
111
Morgan Stanley
New York
$220K +$225K +5,834 +14,585%
AC
112
AIFG Consultants
New York
$208K +$215K +5,570 New
GSAM
113
Grant Street Asset Management
Pennsylvania
$208K -$91K -2,362 -30%
TC
114
TownSquare Capital
Utah
$206K -$608K -15,779 -74%
GM
115
GeoWealth Management
Illinois
$177K +$138K +3,572 +308%
Comerica Bank
116
Comerica Bank
Texas
$170K +$175K +4,547 New
SWA
117
SOA Wealth Advisors
New York
$111K +$115K +2,971 New
AIC
118
Archer Investment Corporation
Indiana
$107K -$15.8K -411 -13%
DFA
119
DHJJ Financial Advisors
Illinois
$101K +$104K +2,703 New
IA
120
IFP Advisors
Florida
$92K +$4.36K +113 +5%
LFG
121
Larson Financial Group
Missouri
$41.7K
Wells Fargo
122
Wells Fargo
California
$449 +$463 +12 New
ACG
123
Allen Capital Group
Nebraska
-$20.5M -531,512 Closed
LJAC
124
L.J. Altfest & Co
New York
-$9.6M -248,611 Closed
WEG
125
World Equity Group
Illinois
-$1.53M -39,595 Closed