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FT Vest US Equity Buffer ETF February

101 hedge funds and large institutions have $215M invested in FT Vest US Equity Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $155M → $215M (+$60.2M)

4% more funds holding

Funds holding: 97101 (+4)

3.62% more ownership

Funds ownership: 48.94%52.56% (+3.6%)

38% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 40

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
25
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$1.92M -$315K -8,263 -15%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.75M -$3.81K -100 -0.2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.57M +$38.1K +999 +3%
T
29
TRUADVICE
Florida
$1.47M -$2.44K -64 -0.2%
MFGM
30
Marshall Financial Group (Maryland)
Maryland
$1.46M -$132K -3,455 -9%
SFG
31
Sovereign Financial Group
Connecticut
$1.42M -$23.4K -613 -2%
FPWM
32
FSB Premier Wealth Management
Iowa
$1.38M -$229 -6 -0%
RJA
33
Raymond James & Associates
Florida
$1.37M +$84.9K +2,226 +7%
WEG
34
World Equity Group
Illinois
$1.35M +$718K +18,810 +124%
LPL Financial
35
LPL Financial
California
$1.35M +$982K +25,743 +317%
AWM
36
AE Wealth Management
Kansas
$1.24M -$31.2K -819 -3%
CW
37
CreativeOne Wealth
Kansas
$1.23M -$650K -17,035 -36%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.23M -$3.55K -93 -0.3%
IAN
39
Integrated Advisors Network
Texas
$1.2M -$3.81K -100 -0.3%
AAS
40
Avantax Advisory Services
Texas
$1.06M -$299K -7,827 -23%
IF
41
Integrity Financial
Wyoming
$1.05M -$346K -9,077 -26%
KPWS
42
Kestra Private Wealth Services
Texas
$1.02M -$36.2K -950 -4%
BFG
43
Bouchey Financial Group
New York
$913K -$19.1K -501 -2%
GSAM
44
Grant Street Asset Management
Pennsylvania
$878K
OIA
45
OneDigital Investment Advisors
Kansas
$876K
GS
46
GTS Securities
New York
$874K +$837K +21,943 New
DFA
47
DHJJ Financial Advisors
Illinois
$848K -$20.2K -530 -2%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$844K +$135K +3,533 +20%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$833K
CA
50
CoreCap Advisors
Michigan
$757K +$725K +19,002 New

FFEB Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF February (FFEB) for Q2 2023, worth a combined $215M — up 39% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FFEB positions and 9 closed out — a net gain of 4 holders — while 25 added to existing stakes and 40 trimmed.

The largest buyer was 3D/L Capital Management, opening a new position worth an estimated $24.3M. The largest seller was Cetera Advisors, cutting an estimated $1.38M.

  • 101 institutional investors held FT Vest US Equity Buffer ETF February (FFEB) as of Q2 2023, up from 97 in Q1 2023.
  • Funds reported $215M of FT Vest US Equity Buffer ETF February stock for Q2 2023, up 39% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Buffer ETF February positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest FT Vest US Equity Buffer ETF February buyer in Q2 2023 was 3D/L Capital Management, an estimated $24.3M added.
  • The largest FT Vest US Equity Buffer ETF February seller in Q2 2023 was Cetera Advisors, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2023.