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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
TF
51
Trek Financial
Arizona
$720K -$18.2K -497 -3%
1W
52
1776 Wealth
Georgia
$711K +$314K +8,574 +89%
HIS
53
Harvest Investment Services
Illinois
$709K +$666K +18,223 New
BOSSRA
54
B.O.S.S. Retirement Advisors
Utah
$684K +$642K +17,552 New
AWS
55
Atria Wealth Solutions
New York
$680K +$377K +10,315 +145%
FI
56
FWG Investments
Kentucky
$663K +$621K +16,994 New
SB
57
Strategic Blueprint
Georgia
$654K +$614K +16,780 New
AAS
58
Avantax Advisory Services
Texas
$634K -$381K -10,406 -39%
KPWS
59
Kestra Private Wealth Services
Texas
$619K +$60.3K +1,650 +12%
MOS
60
MGO One Seven
Ohio
$567K +$532K +14,548 New
AAS
61
Ameritas Advisory Services
Nebraska
$562K +$202K +5,530 +63%
DFA
62
DHJJ Financial Advisors
Illinois
$537K +$175K +4,788 +53%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$517K +$225K +6,154 +86%
MA
64
Mutual Advisors
Nebraska
$509K -$68.7K -1,880 -13%
LNC
65
Lincoln National Corp
Pennsylvania
$488K +$458K +12,525 New
FFA
66
Fragasso Financial Advisors
Pennsylvania
$464K +$14K +384 +3%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$450K
SS
68
Sunbelt Securities
Texas
$448K
ACMA
69
Arbor Capital Management (Alaska)
Alaska
$438K +$414K +11,333 New
PGWM
70
Pitti Group Wealth Management
New York
$379K -$36.6K -1,002 -9%
GLR
71
Great Lakes Retirement
Ohio
$378K +$355K +9,707 New
PFS
72
Prospera Financial Services
Texas
$376K +$353K +9,655 New
SAG
73
SageView Advisory Group
California
$366K
HighTower Advisors
74
HighTower Advisors
Illinois
$359K +$20.9K +571 +7%
TC
75
TownSquare Capital
Utah
$355K +$333K +9,096 New