FT Vest US Equity Buffer ETF September
FSEP
87 hedge funds and large institutions have $122M invested in FT Vest US Equity Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
14% more funds holding
Funds holding: 76 → 87 (+11)
10% less capital invested
Capital invested by funds: $136M → $122M (-$14M)
11.7% less ownership
Funds ownership: 47.03% → 35.33% (-12%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.04M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$5.71M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.28M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$2.06M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.01M |
Top Sellers
| 1 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$11.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.7M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
-$10.1M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$5.71M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.94M |
FSEP Hedge Fund Activity: Q3 2023 in Review
87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q3 2023, worth a combined $122M — down 10% from $136M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FSEP positions and 9 closed out — a net gain of 11 holders — while 31 added to existing stakes and 21 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $9.04M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $11.3M sold.
- 87 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q3 2023, up from 76 in Q2 2023.
- Funds reported $122M of FT Vest US Equity Buffer ETF September stock for Q3 2023, down 10% quarter-over-quarter.
- 20 funds opened new FT Vest US Equity Buffer ETF September positions in Q3 2023 and 9 closed out, a net change of +11 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q3 2023 was Osaic Holdings, an estimated $9.04M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q3 2023 was Mach-1 Financial Group, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2023.