We are live on ! Find out more
GAPR icon

FT Vest US Equity Moderate Buffer ETF April

84 hedge funds and large institutions have $135M invested in FT Vest US Equity Moderate Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

17% more funds holding

Funds holding: 7284 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less capital invested

Capital invested by funds: $144M → $135M (-$8.78M)

9.17% less ownership

Funds ownership: 65.37%56.21% (-9.2%)

57% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 30

Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
13
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$14.3M +$14.2M +382,058 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.8M +$4.08M +109,672 +43%
NWWA
3
New Wave Wealth Advisors
Arkansas
$13.7M -$517K -13,915 -4%
KAS
4
Kestra Advisory Services
Texas
$11.3M -$477K -12,819 -4%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.1M -$225K -6,054 -2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.86M +$2.58M +69,408 +50%
Truist Financial
7
Truist Financial
North Carolina
$7.6M -$136K -3,659 -2%
CIA
8
Concurrent Investment Advisors
Florida
$4.71M +$4.67M +125,697 New
Osaic Holdings
9
Osaic Holdings
Arizona
$4.53M -$17.4K -468 -0.4%
SW
10
Schulz Wealth
Texas
$4.18M -$74 -2 -0%
MFN
11
Midwest Financial Network
Illinois
$3.75M +$3.72M +99,936 New
CHC
12
City Holding Co
West Virginia
$2.76M -$10.2K -275 -0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.55M -$666K -17,907 -21%
AWAG
14
ARS Wealth Advisors Group
Florida
$2.25M -$31.2K -840 -1%
AP
15
Americana Partners
Texas
$1.45M +$25.7K +691 +2%
PSCM
16
Per Stirling Capital Management
Texas
$1.41M +$93.2K +2,507 +7%
KWS
17
Keystone Wealth Services
California
$1.33M
SI
18
Stephens Inc
Arkansas
$1.28M -$3.72K -100 -0.3%
CW
19
CreativeOne Wealth
Kansas
$1.27M +$662K +17,801 +111%
LPL Financial
20
LPL Financial
California
$1.22M -$22K -591 -2%
SB
21
Strategic Blueprint
Georgia
$1.2M -$1.12K -30 -0.1%
AA
22
Armis Advisers
Georgia
$1.19M +$1.18M +31,619 New
RFG
23
REAP Financial Group
Texas
$1.11M +$21K +564 +2%
TLA
24
Tanglewood Legacy Advisors
Texas
$1.07M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$977K +$117K +3,147 +14%

GAPR Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF April (GAPR) for Q4 2024, worth a combined $135M — down 6.1% from $144M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GAPR positions and 9 closed out — a net gain of 14 holders — while 13 added to existing stakes and 30 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $4.67M. The largest seller was Heritage Oak Wealth Advisors, exiting entirely with an estimated $13.9M sold.

  • 84 institutional investors held FT Vest US Equity Moderate Buffer ETF April (GAPR) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $135M of FT Vest US Equity Moderate Buffer ETF April stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Moderate Buffer ETF April positions in Q4 2024 and 9 closed out, a net change of +14 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF April buyer in Q4 2024 was Concurrent Investment Advisors, an estimated $4.67M added.
  • The largest FT Vest US Equity Moderate Buffer ETF April seller in Q4 2024 was Heritage Oak Wealth Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.