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FT Vest US Equity Buffer ETF December

122 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 1

204% more capital invested

Capital invested by funds: $78.9M → $240M (+$161M)

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

77% more funds holding

Funds holding: 69122 (+53)

16.23% more ownership

Funds ownership: 27.09%43.32% (+16%)

Holders
122
Holders Change
+53
Holders Change %
+76.81%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
55
Increased
42
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.57M +$87.4K +2,391 +4%
SI
27
Stephens Inc
Arkansas
$2.54M +$2.38M +65,138 New
WI
28
Wintrust Investments
Illinois
$2.37M +$2.23M +60,865 New
RFG
29
REAP Financial Group
Texas
$1.71M +$1.61M +43,917 New
LPL Financial
30
LPL Financial
California
$1.6M +$244K +6,664 +19%
HI
31
Harbour Investments
Wisconsin
$1.6M +$847K +23,161 +130%
CAL
32
Capital Analysts LLC
Pennsylvania
$1.53M +$1.44M +39,367 New
LAS
33
Lloyd Advisory Services
Georgia
$1.41M +$1.32M +36,193 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.28M +$550K +15,050 +85%
AI
35
Atria Investments
North Carolina
$1.17M +$1.1M +30,059 New
MCWS
36
McKinley Carter Wealth Services
West Virginia
$1.15M +$11.2K +305 +1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.14M +$311K +8,511 +41%
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$1.01M +$61.6K +1,685 +7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$924K +$15.4K +420 +2%
FA
40
Faithward Advisors
Pennsylvania
$904K +$828K +22,650 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$891K -$172K -4,710 -17%
TLA
42
Tanglewood Legacy Advisors
Texas
$886K +$151K +4,117 +22%
IF
43
Integrity Financial
Wyoming
$884K +$81K +2,216 +11%
PCMC
44
Paragon Capital Management (Colorado)
Colorado
$876K -$27.5K -753 -3%
KWM
45
Kingsview Wealth Management
Oregon
$869K +$815K +22,296 New
MML Investors Services
46
MML Investors Services
Massachusetts
$797K -$28.2K -772 -4%
Mariner
47
Mariner
Kansas
$781K +$20.1K +551 +3%
CCG
48
Catalina Capital Group
California
$781K +$733K +20,035 New
OC
49
Oppenheimer & Co
New York
$756K -$3.88K -106 -0.5%
BWA
50
BlueChip Wealth Advisors
Georgia
$749K +$702K +19,200 New