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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
Raymond James Financial
1
Raymond James Financial
Florida
$24.8M +$24.7M +703,778 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.3M -$2.87M -81,717 -14%
AP
3
Americana Partners
Texas
$8.89M -$210K -5,960 -2%
WTFG
4
Wood Tarver Financial Group
Idaho
$8.57M +$8.54M +242,916 New
KAS
5
Kestra Advisory Services
Texas
$7.95M -$249K -7,083 -3%
IFG
6
Independent Financial Group
California
$6.3M -$25.8K -735 -0.4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.29M -$168K -4,780 -3%
SAM
8
Synergy Asset Management
Washington
$5.16M +$2.55M +72,451 +97%
MAM
9
Milestone Asset Management
Pennsylvania
$4.95M -$5.97M -169,732 -55%
SI
10
Stephens Inc
Arkansas
$4.19M -$73.8K -2,100 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.01M +$76.4K +2,172 +3%
CHC
12
City Holding Co
West Virginia
$2.37M +$19.3K +550 +0.8%
TLA
13
Tanglewood Legacy Advisors
Texas
$2.12M -$12.3K -350 -0.6%
MCM
14
MAI Capital Management
Ohio
$2.11M -$1.41M -40,200 -40%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.03M -$462K -13,143 -19%
SW
16
Schulz Wealth
Texas
$1.66M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.56M +$67.7K +1,926 +5%
SOS
18
Silver Oak Securities
Tennessee
$1.24M
BCM
19
Brookstone Capital Management
Illinois
$1.21M +$609K +17,319 +103%
CB
20
Chris Bulman
California
$1.16M -$34.1K -969 -3%
OMC
21
Old Mission Capital
Illinois
$1.04M +$1.04M +29,495 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$826K
CF
23
Centaurus Financial
California
$799K
SA
24
Sanctuary Advisors
Indiana
$795K
LPL Financial
25
LPL Financial
California
$707K +$458K +13,021 +186%

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.