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FT Vest US Equity Buffer ETF September

77 hedge funds and large institutions have $146M invested in FT Vest US Equity Buffer ETF September in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

78% more capital invested

Capital invested by funds: $82.5M → $146M (+$64M)

10% more funds holding

Funds holding: 7077 (+7)

9.95% more ownership

Funds ownership: 46.41%56.36% (+9.9%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
12
Increased
35
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
76
Tanglewood Legacy Advisors
Texas
$34.5K +$34.3K +1,030 New
AF
77
Advisornet Financial
Minnesota
$26.8K
HSA
78
HBK Sorce Advisory
Pennsylvania
-$51K -30,651 Closed
RA
79
RFG Advisory
Alabama
-$339K -10,246 Closed
ACG
80
Allen Capital Group
Nebraska
-$238K -7,542 Closed

FSEP Hedge Fund Activity: Q4 2022 in Review

77 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2022, worth a combined $146M — up 78% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FSEP positions and 3 closed out — a net gain of 9 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $9.48M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $840K.

  • 77 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $146M of FT Vest US Equity Buffer ETF September stock for Q4 2022, up 78% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2022 and 3 closed out, a net change of +9 holders.
  • The largest FT Vest US Equity Buffer ETF September buyer in Q4 2022 was AE Wealth Management, an estimated $9.48M added.
  • The largest FT Vest US Equity Buffer ETF September seller in Q4 2022 was B. Riley Wealth Advisors, an estimated $840K sold.

Based on aggregated 13F filings for Q4 2022.