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FT Vest US Equity Buffer ETF May

22 hedge funds and large institutions have $58M invested in FT Vest US Equity Buffer ETF May in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

54% more capital invested

Capital invested by funds: $37.6M → $58M (+$20.4M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

19.98% more ownership

Funds ownership: 71.03%91.01% (+20%)

10% more funds holding

Funds holding: 2022 (+2)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$15.7M +$11.5M +340,750 +300%
AWM
2
AE Wealth Management
Kansas
$13.9M +$2.37M +70,006 +21%
SS
3
Simplicity Solutions
Minnesota
$13M +$1.71M +50,560 +15%
T
4
TRUADVICE
Florida
$3.48M -$26.1K -772 -0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.79M +$382K +11,286 +28%
CA
6
Cetera Advisors
Colorado
$1.37M -$211K -6,229 -14%
CCP
7
Cassia Capital Partners
North Carolina
$1.31M +$1.29M +38,137 New
Wolverine Trading
8
Wolverine Trading
Illinois
$1.25M +$805K +23,777 +192%
EWM
9
Echo Wealth Management
Minnesota
$1.08M +$1.06M +31,408 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$867K +$852K +25,166 New
Osaic Holdings
11
Osaic Holdings
Arizona
$803K -$11.6K -343 -1%
KAS
12
Kestra Advisory Services
Texas
$731K +$87.9K +2,596 +14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$693K +$681K +20,102 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$484K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$464K -$1.27M -37,479 -74%
LPT
16
Legacy Private Trust
Wisconsin
$409K +$401K +11,851 New
FWM
17
Frontier Wealth Management
Missouri
$331K
CF
18
Centaurus Financial
California
$187K
IA
19
IFP Advisors
Florida
$40K
GSAM
20
Grant Street Asset Management
Pennsylvania
$35K +$34.4K +1,016 New
MF
21
Manchester Financial
California
$29K
Bank of America
22
Bank of America
North Carolina
$27K +$26.3K +775 New
Citadel Advisors
23
Citadel Advisors
Florida
-$599K -18,122 Closed
WCG
24
Weaver Consulting Group
California
-$17K -500 Closed
UBS Group
25
UBS Group
Switzerland
-$15K -460 Closed