FT Vest US Equity Buffer ETF September
FSEP
96 hedge funds and large institutions have $142M invested in FT Vest US Equity Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
1% more funds holding
Funds holding: 95 → 96 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $147M → $142M (-$5.02M)
3.95% less ownership
Funds ownership: 29.47% → 25.52% (-3.9%)
76% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 51
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$964K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$440K |
| 3 |
TA
TFB Advisors
Overland Park,
Kansas
|
+$405K |
| 4 |
JP Morgan Chase
New York
|
+$362K |
| 5 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$354K |
Top Sellers
FSEP Hedge Fund Activity: Q2 2024 in Review
96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q2 2024, worth a combined $142M — down 3.4% from $147M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FSEP positions and 8 closed out — a net gain of 3 holders — while 12 added to existing stakes and 51 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $964K. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2.79M.
- 96 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q2 2024, up from 95 in Q1 2024.
- Funds reported $142M of FT Vest US Equity Buffer ETF September stock for Q2 2024, down 3.4% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Buffer ETF September positions in Q2 2024 and 8 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q2 2024 was AssetMark Inc, an estimated $964K added.
- The largest FT Vest US Equity Buffer ETF September seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $2.79M sold.
Based on aggregated 13F filings for Q2 2024.