FT Vest US Equity Buffer ETF September
FSEP
16 hedge funds and large institutions have $12.2M invested in FT Vest US Equity Buffer ETF September in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.
28% more capital inflows, than outflows
Capital inflows: $6.28M | Capital outflows: $4.91M
6.46% more ownership
Funds ownership: 52.88% → 59.34% (+6.5%)
6% less funds holding
Funds holding: 17 → 16 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Investments
Charlotte,
North Carolina
|
+$2.42M |
| 2 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
+$2.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 4 |
Old Mission Capital
Chicago,
Illinois
|
+$578K |
| 5 |
tru Independence
Portland,
Oregon
|
+$56.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cypress Wealth Services
Palm Desert,
California
|
-$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$803K |
| 4 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$285K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$281K |
FSEP Hedge Fund Activity: Q2 2021 in Review
16 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q2 2021, worth a combined $12.2M — up 15% from $10.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FSEP and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 2 added.
The largest buyer was Atria Investments, opening a new position worth an estimated $2.42M. The largest seller was Cypress Wealth Services, exiting entirely with an estimated $1.78M sold.
- 16 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q2 2021, down from 17 in Q1 2021.
- Funds reported $12.2M of FT Vest US Equity Buffer ETF September stock for Q2 2021, up 15% quarter-over-quarter.
- 4 funds opened new FT Vest US Equity Buffer ETF September positions in Q2 2021 and 5 closed out, a net change of -1 holder.
- The largest FT Vest US Equity Buffer ETF September buyer in Q2 2021 was Atria Investments, an estimated $2.42M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q2 2021 was Cypress Wealth Services, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2021.