We are live on ! Find out more
GAUG icon

FT Vest US Equity Moderate Buffer ETF August

80 hedge funds and large institutions have $130M invested in FT Vest US Equity Moderate Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 7880 (+2)

1.05% more ownership

Funds ownership: 61.64%62.69% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $131M → $130M (-$917K)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
14
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
Madrona Financial Services
Washington
$258K
AIC
52
Archer Investment Corporation
Indiana
$254K
BRWA
53
B. Riley Wealth Advisors
Florida
$251K
NAM
54
NorthCrest Asset Manangement
Minnesota
$251K
WFS
55
WealthGarden F.S.
California
$230K
MIM
56
Macroview Investment Management
Maryland
$229K
AWS
57
Atria Wealth Solutions
New York
$223K
DI
58
Diligent Investors
California
$218K
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$212K
TFS
60
Thoroughbred Financial Services
Tennessee
$202K +$202K +5,741 New
Barclays
61
Barclays
United Kingdom
$192K +$175K +4,975 +1,059%
RFG
62
REAP Financial Group
Texas
$154K
SPIA
63
Steward Partners Investment Advisory
New York
$153K +$103K +2,927 +208%
DFA
64
DHJJ Financial Advisors
Illinois
$119K
FNWA
65
Financial Network Wealth Advisors
Utah
$113K +$112K +3,195 New
SWM
66
Spire Wealth Management
Virginia
$111K +$110K +3,135 New
CAL
67
Capital Analysts LLC
Pennsylvania
$80K
SWA
68
SOA Wealth Advisors
New York
$72.6K
SS
69
Sunbelt Securities
Texas
$62.6K
IA
70
IFP Advisors
Florida
$58.2K
CFGS
71
Concourse Financial Group Securities
Alabama
$55.9K +$3.27K +93 +6%
HBW
72
Hazlett, Burt & Watson
West Virginia
$49K -$35.2K -1,000 -42%
PS
73
Principal Securities
Iowa
$40.2K
CFD
74
Creative Financial Designs
Indiana
$40K
TWM
75
Topsail Wealth Management
North Carolina
$24.7K +$24.6K +700 New

GAUG Hedge Fund Activity: Q4 2024 in Review

80 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF August (GAUG) for Q4 2024, worth a combined $130M — down 0.7% from $131M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GAUG positions and 8 closed out — a net gain of 5 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Synergy Asset Management, adding an estimated $2.55M. The largest seller was Milestone Asset Management, cutting an estimated $5.97M.

  • 80 institutional investors held FT Vest US Equity Moderate Buffer ETF August (GAUG) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $130M of FT Vest US Equity Moderate Buffer ETF August stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 13 funds opened new FT Vest US Equity Moderate Buffer ETF August positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF August buyer in Q4 2024 was Synergy Asset Management, an estimated $2.55M added.
  • The largest FT Vest US Equity Moderate Buffer ETF August seller in Q4 2024 was Milestone Asset Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2024.