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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
EWM
76
EPG Wealth Management
Georgia
$215K
LPT
77
Legacy Private Trust
Wisconsin
$213K +$204K +5,352 New
PFS
78
Prospera Financial Services
Texas
$204K +$195K +5,110 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$192K +$50.2K +1,317 +38%
SPIA
80
Steward Partners Investment Advisory
New York
$171K +$38.1K +1,000 +30%
UBS Group
81
UBS Group
Switzerland
$157K +$150K +3,943 New
AF
82
Advisornet Financial
Minnesota
$135K -$49.6K -1,300 -28%
GI
83
Gradient Investments
Minnesota
$135K
ACA
84
Aptus Capital Advisors
Alabama
$110K
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$90.6K
GRP
86
Global Retirement Partners
California
$73.8K -$15.5K -406 -18%
AIC
87
Archer Investment Corporation
Indiana
$70.1K -$147K -3,863 -69%
CAS
88
Coppell Advisory Solutions
Texas
$61.3K +$59.2K +1,552 New
TLA
89
Tanglewood Legacy Advisors
Texas
$52.8K +$15.3K +400 +43%
PIAS
90
PCA Investment Advisory Services
Ohio
$47.8K +$45.8K +1,200 New
IA
91
IFP Advisors
Florida
$44.1K -$94.8K -2,485 -69%
SWM
92
Spire Wealth Management
Virginia
$42.8K -$7.63K -200 -16%
SWA
93
SOA Wealth Advisors
New York
$41.9K
Wells Fargo
94
Wells Fargo
California
$39.9K +$38.2K +1,001 New
BTI
95
Blue Trust Inc
Georgia
$32K +$32.6K +855 New
AIP
96
Ameritas Investment Partners
Nebraska
$30.9K
GWM
97
Geneos Wealth Management
Colorado
$29.9K +$28.6K +750 New
Morgan Stanley
98
Morgan Stanley
New York
$28.4K
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$16.9K
CIAS
100
Capital Investment Advisory Services
North Carolina
$9.24K

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.