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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
SAM
1
Synergy Asset Management
Washington
$16.1M -$1.2M -39,529 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.31M +$2.31M +76,196 +41%
AIC
3
Archer Investment Corporation
Indiana
$7.77M +$7.45M +245,894 +74,513%
IFG
4
Independent Financial Group
California
$5.93M +$96.7K +3,191 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.25M +$3.57M +117,673 +241%
AP
6
Americana Partners
Texas
$4.32M -$5.45K -180 -0.1%
KAS
7
Kestra Advisory Services
Texas
$4.02M +$1.21M +40,012 +46%
SI
8
Stephens Inc
Arkansas
$2.94M +$2.39M +78,768 +551%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.69M +$82.5K +2,724 +3%
CHC
10
City Holding Co
West Virginia
$1.56M +$6.06K +200 +0.4%
CAN
11
Cetera Advisor Networks
California
$1.56M +$657K +21,668 +78%
WEG
12
World Equity Group
Illinois
$1.5M +$1.44M +47,620 New
MIM
13
Macroview Investment Management
Maryland
$1.04M -$17K -562 -2%
TLA
14
Tanglewood Legacy Advisors
Texas
$945K +$690K +22,758 +317%
SWP
15
Summit Wealth Partners
Florida
$893K +$857K +28,282 New
MOS
16
MGO One Seven
Ohio
$706K +$678K +22,361 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$656K -$15.8K -520 -2%
IA
18
Insight Advisors
Pennsylvania
$605K +$581K +19,162 New
DWM
19
Darwin Wealth Management
Florida
$570K
HI
20
Harbour Investments
Wisconsin
$547K
CA
21
Cetera Advisors
Colorado
$498K +$95.9K +3,165 +25%
KWS
22
Keystone Wealth Services
California
$413K +$397K +13,101 New
ACM
23
Anfield Capital Management
California
$388K +$5.03K +166 +1%
RA
24
RFG Advisory
Alabama
$386K -$8.09K -267 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$377K -$381K -12,583 -51%

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.