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FT Vest US Equity Moderate Buffer ETF August

44 hedge funds and large institutions have $73M invested in FT Vest US Equity Moderate Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more capital invested

Capital invested by funds: $47.8M → $73M (+$25.2M)

52% more funds holding

Funds holding: 2944 (+15)

9.52% more ownership

Funds ownership: 56.01%65.53% (+9.5%)

Holders
44
Holders Change
+15
Holders Change %
+51.72%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
16
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$345K +$1.49K +49 +0.4%
Citadel Advisors
27
Citadel Advisors
Florida
$331K +$318K +10,500 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$322K +$32.5K +1,074 +12%
HP
29
Holistic Planning
Texas
$260K +$250K +8,250 New
MA
30
Mutual Advisors
Nebraska
$248K -$60.6K -2,000 -20%
Truist Financial
31
Truist Financial
North Carolina
$207K +$199K +6,573 New
FNWA
32
Financial Network Wealth Advisors
Utah
$207K +$199K +6,567 New
TC
33
TownSquare Capital
Utah
$207K +$199K +6,567 New
SW
34
Schulz Wealth
Texas
$207K +$199K +6,555 New
CF
35
Centaurus Financial
California
$206K
IF
36
Integrity Financial
Wyoming
$110K +$48.6K +1,605 +86%
HBW
37
Hazlett, Burt & Watson
West Virginia
$76K +$73.2K +2,415 New
DFA
38
DHJJ Financial Advisors
Illinois
$69.4K +$66.7K +2,200 New
PS
39
Principal Securities
Iowa
$60K +$57.6K +1,900 New
IA
40
IFP Advisors
Florida
$52K
SPIA
41
Steward Partners Investment Advisory
New York
$49.2K
CFGS
42
Concourse Financial Group Securities
Alabama
$34.8K +$33.4K +1,103 New
UBS Group
43
UBS Group
Switzerland
$33.9K +$29.4K +971 +952%
CIAS
44
Capital Investment Advisory Services
North Carolina
$505 +$485 +16 New
ACM
45
AlphaStar Capital Management
North Carolina
-$1.28M -43,581 Closed

GAUG Hedge Fund Activity: Q4 2023 in Review

44 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF August (GAUG) for Q4 2023, worth a combined $73M — up 53% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GAUG positions and 1 closed out — a net gain of 15 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Archer Investment Corporation, adding an estimated $7.45M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $1.28M sold.

  • 44 institutional investors held FT Vest US Equity Moderate Buffer ETF August (GAUG) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $73M of FT Vest US Equity Moderate Buffer ETF August stock for Q4 2023, up 53% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Moderate Buffer ETF August positions in Q4 2023 and 1 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF August buyer in Q4 2023 was Archer Investment Corporation, an estimated $7.45M added.
  • The largest FT Vest US Equity Moderate Buffer ETF August seller in Q4 2023 was AlphaStar Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2023.