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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
HIM
101
Hanlon Investment Management
New Jersey
$226K +$212K +5,799 New
BRWA
102
B. Riley Wealth Advisors
Florida
$221K +$207K +5,670 New
CA
103
CoreCap Advisors
Michigan
$206K +$194K +5,292 New
SAI
104
Savvy Advisors Inc
New York
$204K +$191K +5,230 New
TA
105
TFB Advisors
Kansas
$203K +$190K +5,200 New
NS
106
NBC Securities
Alabama
$184K +$34K +931 +25%
AIC
107
Archer Investment Corporation
Indiana
$181K
CFGS
108
Concourse Financial Group Securities
Alabama
$171K +$33.1K +906 +26%
WWMSC
109
Wagner Wealth Management (South Carolina)
South Carolina
$117K
CFD
110
Creative Financial Designs
Indiana
$100K +$94.1K +2,574 New
SWM
111
Spire Wealth Management
Virginia
$84.7K +$38.4K +1,050 +95%
ACA
112
Aptus Capital Advisors
Alabama
$58.5K
CPA
113
Clear Point Advisors
New York
$54.7K +$51.3K +1,403 New
Morgan Stanley
114
Morgan Stanley
New York
$49.4K +$28.2K +770 +155%
ASN
115
Advisory Services Network
Georgia
$35.1K +$32.9K +900 New
VAG
116
VisionPoint Advisory Group
Texas
$12.7K +$11.9K +325 New
AIP
117
Ameritas Investment Partners
Nebraska
$7.8K +$7.31K +200 New
WWM
118
Wolff Wiese Magana
California
$7.53K
PA
119
Pineridge Advisors
Missouri
$6.75K +$6.33K +173 New
JP Morgan Chase
120
JP Morgan Chase
New York
$1.79K +$1.68K +46 New
OLVIG
121
Oliver Lagore Vanvalin Investment Group
Michigan
$1.56K +$1.46K +40 New
RWPA
122
Richard W. Paul & Associates
Michigan
$663 +$622 +17 New
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$472K -13,399 Closed