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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
3LCM
1
3D/L Capital Management
Connecticut
$25.3M +$24.3M +636,085 New
SWA
2
Stratos Wealth Advisors
Ohio
$20.9M +$1.53M +40,045 +8%
OAJ
3
Ogorek Anthony Joseph
New York
$17.5M +$797K +20,889 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.1M +$23.1K +605 +0.2%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.9M -$900K -23,600 -8%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$7.33M -$28.6K -749 -0.4%
CA
7
Cetera Advisors
Colorado
$7.17M -$1.38M -36,075 -17%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.81M -$185K -4,837 -3%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$5.28M -$84.9K -2,226 -2%
MWM
10
Maltin Wealth Management
New Jersey
$5.1M +$4.89M +128,074 New
HI
11
Harbour Investments
Wisconsin
$5.03M +$239K +6,275 +5%
GDP
12
Great Diamond Partners
Maine
$5M +$30.6K +801 +0.6%
OBWG
13
Onyx Bridge Wealth Group
New York
$4.69M +$4.49M +117,678 New
KAS
14
Kestra Advisory Services
Texas
$4.39M -$602K -15,792 -13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.17M +$2.56M +66,988 +178%
EFL
16
ERn Financial LLC
Wisconsin
$4.05M +$105K +2,745 +3%
CAN
17
Cetera Advisor Networks
California
$3.44M +$188K +4,926 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.09M -$1.34M -35,021 -31%
ICG
19
InterOcean Capital Group
Tennessee
$2.93M -$356K -9,330 -11%
KWS
20
Keystone Wealth Services
California
$2.74M +$121K +3,184 +5%
SI
21
Stephens Inc
Arkansas
$2.69M -$16.8K -440 -0.6%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2.63M
Mariner
23
Mariner
Kansas
$2.46M +$315K +8,256 +15%
CA
24
Corrado Advisors
New Jersey
$2.25M -$30.6K -803 -1%
AI
25
Atria Investments
North Carolina
$1.99M -$39.4K -1,033 -2%

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.