FT Vest US Equity Buffer ETF October
FOCT
82 hedge funds and large institutions have $99.9M invested in FT Vest US Equity Buffer ETF October in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 44 reducing their positions, and 11 closing their positions.
5% less funds holding
Funds holding: 86 → 82 (-4)
10.77% less ownership
Funds ownership: 52.27% → 41.5% (-11%)
29% less capital invested
Capital invested by funds: $140M → $99.9M (-$40.6M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
91% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 44
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $641K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$18.8M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$2.67M |
| 3 |
JP Morgan Chase
New York
|
+$1.29M |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$188K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$26M |
| 2 |
LAM
Lifestyle Asset Management
Friendswood,
Texas
|
-$17.6M |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$7.96M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.13M |
| 5 |
KWS
Keystone Wealth Services
Palm Desert,
California
|
-$2.37M |
FOCT Hedge Fund Activity: Q2 2023 in Review
82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF October (FOCT) for Q2 2023, worth a combined $99.9M — down 29% from $140M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FOCT and 7 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 4 added.
The largest buyer was PRW Wealth Management, adding an estimated $18.8M. The largest seller was 3D/L Capital Management, cutting an estimated $26M.
- 82 institutional investors held FT Vest US Equity Buffer ETF October (FOCT) as of Q2 2023, down from 86 in Q1 2023.
- Funds reported $99.9M of FT Vest US Equity Buffer ETF October stock for Q2 2023, down 29% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Buffer ETF October positions in Q2 2023 and 11 closed out, a net change of -4 holders.
- The largest FT Vest US Equity Buffer ETF October buyer in Q2 2023 was PRW Wealth Management, an estimated $18.8M added.
- The largest FT Vest US Equity Buffer ETF October seller in Q2 2023 was 3D/L Capital Management, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2023.