FT Vest US Equity Buffer ETF October
FOCT
129 hedge funds and large institutions have $232M invested in FT Vest US Equity Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 5 closing their positions.
740% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 5
126% more capital invested
Capital invested by funds: $103M → $232M (+$130M)
105% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 22
37% more funds holding
Funds holding: 94 → 129 (+35)
10.75% more ownership
Funds ownership: 17.13% → 27.89% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.2M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$11.6M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$7.45M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$4.99M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
-$2.8M |
| 3 |
Jane Street
New York
|
-$1.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 5 |
JP Morgan Chase
New York
|
-$622K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
126
Topsail Wealth Management
Charlotte,
North Carolina
| $8.53K | +$8.54K | +200 | New |
|
|
EWM
127
EPG Wealth Management
Atlanta,
Georgia
| $5.84K | – | – | – |
|
|
CAS
128
Coppell Advisory Solutions
Coppell,
Texas
| $4.28K | – | – | – |
|
|
NS
129
NBC Securities
Birmingham,
Alabama
| $463 | -$367K | -8,602 | -100% |
|
|
EFL
130
ERn Financial LLC
Middleton,
Wisconsin
| – | -$2.8M | -66,372 | Closed |
|
|
131
Jane Street
New York
| – | -$1.38M | -32,731 | Closed |
|
|
132
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.1M | -25,989 | Closed |
|
|
FHC
133
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$285K | -6,740 | Closed |
|
134
Barclays
London,
United Kingdom
| – | -$44.5K | -1,053 | Closed |
|
FOCT Hedge Fund Activity: Q4 2024 in Review
129 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q4 2024, worth a combined $232M — up 126% from $103M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FOCT positions and 5 closed out — a net gain of 37 holders — while 45 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $21M. The largest seller was Prospera Financial Services, cutting an estimated $4.99M.
- 129 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q4 2024, up from 94 in Q3 2024.
- Funds reported $232M of FT Vest US Equity Buffer ETF October stock for Q4 2024, up 126% quarter-over-quarter.
- 42 funds opened new FT Vest US Equity Buffer ETF October positions in Q4 2024 and 5 closed out, a net change of +37 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q4 2024 was Envestnet Asset Management, an estimated $21M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q4 2024 was Prospera Financial Services, an estimated $4.99M sold.
Based on aggregated 13F filings for Q4 2024.