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FT Vest US Equity Buffer ETF May

92 hedge funds and large institutions have $216M invested in FT Vest US Equity Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $190M → $216M (+$26M)

0.21% less ownership

Funds ownership: 45.13%44.92% (-0.21%)

3% less funds holding

Funds holding: 9592 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

56% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 41

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
18
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
76
Old Mission Capital
Illinois
$215K +$219K +5,603 New
GSEP
77
Golden State Equity Partners
California
$211K
DWM
78
Darwin Wealth Management
Florida
$210K
HSA
79
HBK Sorce Advisory
Pennsylvania
$202K
NS
80
NBC Securities
Alabama
$143K +$146K +3,743 New
Morgan Stanley
81
Morgan Stanley
New York
$106K +$108K +2,760 New
CAL
82
Capital Analysts LLC
Pennsylvania
$101K
PTC
83
Private Trust Company
Ohio
$93.4K
Bank of America
84
Bank of America
North Carolina
$82.4K
GRP
85
Global Retirement Partners
California
$69.9K +$71.6K +1,830 New
UBS Group
86
UBS Group
Switzerland
$58.9K -$70.1K -1,794 -54%
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$50.8K
JP Morgan Chase
88
JP Morgan Chase
New York
$40.7K -$2.53M -64,710 -98%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$38K -$276K -7,062 -88%
AIP
90
Ameritas Investment Partners
Nebraska
$34.7K
AF
91
Advisornet Financial
Minnesota
$11.5K
Wells Fargo
92
Wells Fargo
California
$536 +$547 +14 New
SB
93
Strategic Blueprint
Georgia
-$504K -12,940 Closed
CW
94
CreativeOne Wealth
Kansas
-$472K -12,108 Closed
KWA
95
Kingswood Wealth Advisors
California
-$464K -11,900 Closed
GS
96
GTS Securities
New York
-$402K -10,321 Closed
LJAC
97
L.J. Altfest & Co
New York
-$320K -8,219 Closed
CPRC
98
Consolidated Portfolio Review Corp
New York
-$311K -7,976 Closed
ACMA
99
Arbor Capital Management (Alaska)
Alaska
-$201K -5,174 Closed
PIAS
100
PCA Investment Advisory Services
Ohio
-$133K -3,420 Closed