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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$20.3M +$1.76M +37,871 +9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.4M -$242K -5,213 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$16.1M +$16.1M +346,126 New
MC
4
McCarthy & Cox
Ohio
$15.7M -$284K -6,113 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M -$6.41M -138,086 -31%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$10.3M -$122K -2,624 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.49M -$2.08M -44,761 -20%
CW
8
CreativeOne Wealth
Kansas
$7.29M -$1.4M -30,123 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.94M -$450K -9,694 -6%
LCWP
10
Legacy Capital Wealth Partners
Arkansas
$6.84M -$2.09M -45,022 -23%
GDP
11
Great Diamond Partners
Maine
$6.71M -$36.9K -795 -0.5%
MW
12
MBL Wealth
North Carolina
$6.08M -$382K -8,224 -6%
AA
13
Armis Advisers
Georgia
$5.84M +$5.82M +125,392 New
RIA
14
Regal Investment Advisors
Michigan
$5.81M -$1.03M -22,100 -15%
RFG
15
REAP Financial Group
Texas
$5.46M +$80.4K +1,733 +2%
AssetMark Inc
16
AssetMark Inc
California
$4.81M +$1.7M +36,679 +55%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.54M -$183K -3,948 -4%
IP
18
Ignite Planners
California
$4.45M -$145K -3,132 -3%
LPL Financial
19
LPL Financial
California
$3.87M +$159K +3,427 +4%
KAS
20
Kestra Advisory Services
Texas
$3.68M +$60.1K +1,295 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.8M -$438K -9,442 -14%
KWS
22
Keystone Wealth Services
California
$2.75M -$144K -3,111 -5%
NWWA
23
New Wave Wealth Advisors
Arkansas
$2.7M +$599K +12,896 +29%
SI
24
Stephens Inc
Arkansas
$2.46M -$61.4K -1,322 -2%
IWA
25
Icon Wealth Advisors
Texas
$2.27M -$87.1K -1,877 -4%