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FT Vest US Equity Moderate Buffer ETF February

44 hedge funds and large institutions have $182M invested in FT Vest US Equity Moderate Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

26% more capital invested

Capital invested by funds: $144M → $182M (+$37.7M)

16% more funds holding

Funds holding: 3844 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.46% less ownership

Funds ownership: 86.99%84.53% (-2.5%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$456K -$9.15K -304 -2%
TLA
27
Tanglewood Legacy Advisors
Texas
$404K +$390K +12,945 New
SPIA
28
Steward Partners Investment Advisory
New York
$382K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$343K -$39.1K -1,300 -11%
AWM
30
AE Wealth Management
Kansas
$331K +$94.4K +3,135 +42%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$327K -$368K -12,233 -54%
CWS
32
Cypress Wealth Services
California
$315K +$302K +10,018 New
AIC
33
Archer Investment Corporation
Indiana
$302K -$31.8K -1,057 -10%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$278K -$31.6K -1,050 -11%
AAS
35
Avantax Advisory Services
Texas
$275K +$53.3K +1,769 +25%
OIA
36
OneDigital Investment Advisors
Kansas
$261K +$252K +8,354 New
BCM
37
Brookstone Capital Management
Illinois
$231K +$224K +7,448 New
Goldman Sachs
38
Goldman Sachs
New York
$229K +$221K +7,343 New
Citadel Advisors
39
Citadel Advisors
Florida
$219K +$211K +7,008 New
CAN
40
Cetera Advisor Networks
California
$213K
PA
41
PFG Advisors
Arizona
$209K -$22.6K -749 -10%
SS
42
Sunbelt Securities
Texas
$105K +$102K +3,376 New
CFD
43
Creative Financial Designs
Indiana
$81.1K
UBS Group
44
UBS Group
Switzerland
$4.37K +$3.94K +131 +1,456%
Jane Street
45
Jane Street
New York
-$290K -9,809 Closed
VA
46
Valmark Advisers
Ohio
-$260K -8,781 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$101K -3,412 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$14.9K -500 Closed

GFEB Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q2 2023, worth a combined $182M — up 26% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GFEB positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $5.86M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $368K.

  • 44 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $182M of FT Vest US Equity Moderate Buffer ETF February stock for Q2 2023, up 26% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q2 2023 and 4 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q2 2023 was Osaic Holdings, an estimated $5.86M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $368K sold.

Based on aggregated 13F filings for Q2 2023.