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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$38.1M -$625K -15,974 -2%
3LCM
2
3D/L Capital Management
Connecticut
$28.6M +$29.2M +745,536 New
AWM
3
AE Wealth Management
Kansas
$28.2M +$3.88M +99,271 +16%
FWA
4
FOCUS Wealth Advisors
Texas
$14.6M -$1.07M -27,250 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.82M +$362K +9,253 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.52M +$1.66M +42,481 +33%
KWS
7
Keystone Wealth Services
California
$6.34M +$30.5K +779 +0.5%
TLA
8
Tanglewood Legacy Advisors
Texas
$5.99M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.07M +$8.05K +206 +0.2%
SI
10
Stephens Inc
Arkansas
$4.97M -$55.7K -1,425 -1%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.41M -$107K -2,735 -2%
LPL Financial
12
LPL Financial
California
$3.6M +$2.88M +73,558 +358%
CA
13
CoreCap Advisors
Michigan
$3.32M +$2.63M +67,293 +349%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.1M +$13.7K +351 +0.4%
CAN
15
Cetera Advisor Networks
California
$2.91M -$96.4K -2,466 -3%
NA
16
NewEdge Advisors
Louisiana
$2.85M -$377K -9,639 -11%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$2.76M -$260K -6,660 -8%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.38M -$68.3K -1,748 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.33M -$224K -5,725 -9%
IA
20
IFP Advisors
Florida
$2.24M +$163K +4,174 +8%
SDH
21
Sloy Dahl & Holst
Washington
$1.73M -$33.2K -850 -2%
IP
22
Ignite Planners
California
$1.55M
Jane Street
23
Jane Street
New York
$1.46M +$627K +16,037 +72%
CA
24
Cetera Advisors
Colorado
$1.45M -$1.13M -28,948 -43%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.34M