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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
PFS
101
Prospera Financial Services
Texas
$410K
WEG
102
World Equity Group
Illinois
$404K +$403K +8,684 New
LI
103
LifeWealth Investments
Florida
$403K +$402K +8,658 New
Wolverine Trading
104
Wolverine Trading
Illinois
$393K +$391K +8,423 New
OWA
105
Octavia Wealth Advisors
Ohio
$385K
HighTower Advisors
106
HighTower Advisors
Illinois
$381K -$10.4K -223 -3%
FWM
107
Foguth Wealth Management
Michigan
$372K -$79.9K -1,721 -18%
GEA
108
Glen Eagle Advisors
New Jersey
$372K
KPWS
109
Kestra Private Wealth Services
Texas
$371K
HIM
110
Hanlon Investment Management
New Jersey
$368K +$110K +2,368 +43%
RWA
111
Redhawk Wealth Advisors
Minnesota
$357K -$11.5K -247 -3%
SW
112
Schulz Wealth
Texas
$346K -$20.4K -440 -6%
CF
113
Centaurus Financial
California
$329K
CAM
114
Cresset Asset Management
Illinois
$323K
BFG
115
Bleakley Financial Group
New Jersey
$322K
SCA
116
Sage Capital Advisors
South Dakota
$318K -$10.9K -234 -3%
SWP
117
Summit Wealth Partners
Florida
$317K
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$315K +$315K +6,776 New
NW
119
Naviter Wealth
Arkansas
$310K -$246K -5,300 -44%
HSA
120
HBK Sorce Advisory
Pennsylvania
$307K -$3.39K -73 -1%
TC
121
TownSquare Capital
Utah
$302K -$2K -43 -0.7%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$294K +$13.2K +285 +5%
CC
123
Cypress Capital
Tennessee
$278K
SAI
124
Savvy Advisors Inc
New York
$276K
GSAM
125
Grant Street Asset Management
Pennsylvania
$258K