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FT Vest US Equity Buffer ETF December

118 hedge funds and large institutions have $330M invested in FT Vest US Equity Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $240M → $330M (+$90.1M)

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

1.01% more ownership

Funds ownership: 43.32%44.32% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 122118 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
42
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.01M -$38.9K -970 -1%
SI
27
Stephens Inc
Arkansas
$2.78M +$95.9K +2,392 +4%
AWM
28
AE Wealth Management
Kansas
$2.4M -$18.6M -464,853 -89%
HI
29
Harbour Investments
Wisconsin
$2.22M +$520K +12,963 +32%
CAL
30
Capital Analysts LLC
Pennsylvania
$2.1M +$468K +11,664 +30%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.08M +$2.03M +50,573 New
ASN
32
Advisory Services Network
Georgia
$1.97M +$1.88M +46,923 +5,214%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.77M +$775K +19,325 +82%
FI
34
FWG Investments
Kentucky
$1.51M +$783K +19,526 +115%
AI
35
Atria Investments
North Carolina
$1.39M +$146K +3,654 +12%
MOS
36
MGO One Seven
Ohio
$1.35M +$733K +18,286 +126%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.28M +$67.4K +1,681 +6%
AAS
38
Ameritas Advisory Services
Nebraska
$1.27M +$665K +16,598 +116%
SPIA
39
Steward Partners Investment Advisory
New York
$1.23M -$118K -2,934 -9%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$1.22M
BIM
41
Bullseye Investment Management
Ohio
$1.21M -$3.79M -94,512 -73%
MC
42
McCarthy & Cox
Ohio
$1.17M +$1.14M +28,368 New
HIS
43
Harvest Investment Services
Illinois
$1.13M +$368K +9,189 +50%
SB
44
Strategic Blueprint
Georgia
$1.02M +$318K +7,921 +47%
IF
45
Integrity Financial
Wyoming
$982K +$45.8K +1,143 +5%
KWM
46
Kingsview Wealth Management
Oregon
$942K +$22.5K +562 +3%
FA
47
Faithward Advisors
Pennsylvania
$933K
TLA
48
Tanglewood Legacy Advisors
Texas
$884K -$50.7K -1,264 -6%
Mariner
49
Mariner
Kansas
$871K +$44.5K +1,109 +6%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$813K -$250K -6,247 -24%