FT Vest US Equity Buffer ETF September
FSEP
111 hedge funds and large institutions have $228M invested in FT Vest US Equity Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
132% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 22
60% more capital invested
Capital invested by funds: $142M → $228M (+$85.7M)
16% more funds holding
Funds holding: 96 → 111 (+15)
5.33% more ownership
Funds ownership: 25.52% → 30.85% (+5.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$9.35M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.04M |
| 4 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$7.77M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.22M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.04M |
| 3 |
JP Morgan Chase
New York
|
-$769K |
| 4 |
Jane Street
New York
|
-$555K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$552K |
FSEP Hedge Fund Activity: Q3 2024 in Review
111 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q3 2024, worth a combined $228M — up 60% from $142M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FSEP positions and 7 closed out — a net gain of 15 holders — while 51 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $12.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.22M.
- 111 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q3 2024, up from 96 in Q2 2024.
- Funds reported $228M of FT Vest US Equity Buffer ETF September stock for Q3 2024, up 60% quarter-over-quarter.
- 22 funds opened new FT Vest US Equity Buffer ETF September positions in Q3 2024 and 7 closed out, a net change of +15 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q3 2024 was Envestnet Asset Management, an estimated $12.8M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q3 2024 was Commonwealth Equity Services, an estimated $4.22M sold.
Based on aggregated 13F filings for Q3 2024.