FT Vest US Equity Buffer ETF September
FSEP
133 hedge funds and large institutions have $230M invested in FT Vest US Equity Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 6 closing their positions.
383% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more capital inflows, than outflows
Capital inflows: $48M | Capital outflows: $39.6M
19% more funds holding
Funds holding: 112 → 133 (+21)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
3.22% less ownership
Funds ownership: 30.91% → 27.68% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.54M |
| 2 |
Merit Financial Group
Alpharetta,
Georgia
|
+$3.87M |
| 3 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$2.76M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.71M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WealthPlan Investment Management
Omaha,
Nebraska
|
-$9.5M |
| 2 |
Commonwealth Financial Services
Vienna,
West Virginia
|
-$7.86M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.03M |
| 4 |
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$5.02M |
| 5 |
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.85M |
FSEP Hedge Fund Activity: Q4 2024 in Review
133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF September (FSEP) for Q4 2024, worth a combined $230M — up 0.93% from $228M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FSEP positions and 6 closed out — a net gain of 23 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.54M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $9.5M sold.
- 133 institutional investors held FT Vest US Equity Buffer ETF September (FSEP) as of Q4 2024, up from 112 in Q3 2024.
- Funds reported $230M of FT Vest US Equity Buffer ETF September stock for Q4 2024, up 0.93% quarter-over-quarter.
- 29 funds opened new FT Vest US Equity Buffer ETF September positions in Q4 2024 and 6 closed out, a net change of +23 holders.
- The largest FT Vest US Equity Buffer ETF September buyer in Q4 2024 was Envestnet Asset Management, an estimated $4.54M added.
- The largest FT Vest US Equity Buffer ETF September seller in Q4 2024 was WealthPlan Investment Management, an estimated $9.5M sold.
Based on aggregated 13F filings for Q4 2024.