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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
SAI
101
Savvy Advisors Inc
New York
$216K
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$206K -$331K -8,259 -62%
AIC
103
Archer Investment Corporation
Indiana
$167K -$24.5K -612 -13%
NS
104
NBC Securities
Alabama
$165K -$28.3K -707 -15%
UBS Group
105
UBS Group
Switzerland
$157K +$153K +3,821 New
NSIM
106
North Star Investment Management
Illinois
$139K +$135K +3,368 New
GM
107
GeoWealth Management
Illinois
$137K -$112K -2,806 -46%
BEI
108
Benjamin Edwards Inc
Missouri
$128K +$124K +3,094 New
WWMSC
109
Wagner Wealth Management (South Carolina)
South Carolina
$124K
CFD
110
Creative Financial Designs
Indiana
$106K
SWM
111
Spire Wealth Management
Virginia
$88.6K
ACA
112
Aptus Capital Advisors
Alabama
$69K +$7.02K +175 +12%
CPA
113
Clear Point Advisors
New York
$57.8K
Morgan Stanley
114
Morgan Stanley
New York
$26.1K -$25.4K -633 -50%
VAG
115
VisionPoint Advisory Group
Texas
$13.4K
AIP
116
Ameritas Investment Partners
Nebraska
$8.24K
WWM
117
Wolff Wiese Magana
California
$7.95K
AF
118
Allworth Financial
California
$701 +$682 +17 New
SW
119
SMART Wealth
Nebraska
-$7.2M -184,755 Closed
WI
120
Wintrust Investments
Illinois
-$2.37M -60,865 Closed
LAS
121
Lloyd Advisory Services
Georgia
-$1.41M -36,193 Closed
BOSSRA
122
B.O.S.S. Retirement Advisors
Utah
-$684K -17,552 Closed
GLR
123
Great Lakes Retirement
Ohio
-$378K -9,707 Closed
SAG
124
SageView Advisory Group
California
-$366K -9,180 Closed
EE
125
EWG Elevate
California
-$286K -7,340 Closed