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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
CCG
51
Catalina Capital Group
California
$810K -$15.2K -378 -2%
OC
52
Oppenheimer & Co
New York
$794K -$4.17K -104 -0.5%
BWA
53
BlueChip Wealth Advisors
Georgia
$791K
PCMC
54
Paragon Capital Management (Colorado)
Colorado
$772K -$150K -3,742 -17%
TF
55
Trek Financial
Arizona
$761K
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$760K +$276K +6,879 +60%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$755K -$181K -4,519 -20%
1W
58
1776 Wealth
Georgia
$751K
DFA
59
DHJJ Financial Advisors
Illinois
$726K +$155K +3,864 +28%
MW
60
MBL Wealth
North Carolina
$688K +$669K +16,695 New
KPWS
61
Kestra Private Wealth Services
Texas
$654K
AWS
62
Atria Wealth Solutions
New York
$627K -$88.6K -2,209 -13%
AAS
63
Avantax Advisory Services
Texas
$553K -$113K -2,821 -17%
MA
64
Mutual Advisors
Nebraska
$537K -$802 -20 -0.2%
LNC
65
Lincoln National Corp
Pennsylvania
$516K
ACMA
66
Arbor Capital Management (Alaska)
Alaska
$479K +$10.4K +259 +2%
PGWM
67
Pitti Group Wealth Management
New York
$433K +$32.1K +800 +8%
PFS
68
Prospera Financial Services
Texas
$423K +$24.1K +600 +6%
JP Morgan Chase
69
JP Morgan Chase
New York
$412K +$399K +9,941 +21,611%
CFGS
70
Concourse Financial Group Securities
Alabama
$410K +$223K +5,562 +126%
Goldman Sachs
71
Goldman Sachs
New York
$381K +$371K +9,244 New
HighTower Advisors
72
HighTower Advisors
Illinois
$380K
TC
73
TownSquare Capital
Utah
$375K
AFAS
74
Acorn Financial Advisory Services
Virginia
$368K -$6.13K -153 -2%
WS
75
Wedbush Securities
California
$359K -$3.53K -88 -1%