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FT Vest US Equity Moderate Buffer ETF February

37 hedge funds and large institutions have $170M invested in FT Vest US Equity Moderate Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

2.49% more ownership

Funds ownership: 84.53%87.01% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $182M → $170M (-$12.2M)

16% less funds holding

Funds holding: 4437 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$377K
Citadel Advisors
27
Citadel Advisors
Florida
$376K +$163K +5,204 +74%
AAS
28
Avantax Advisory Services
Texas
$368K +$97K +3,100 +35%
AWM
29
AE Wealth Management
Kansas
$327K
CWS
30
Cypress Wealth Services
California
$309K
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$308K -$15.4K -493 -5%
AIC
32
Archer Investment Corporation
Indiana
$299K
OIA
33
OneDigital Investment Advisors
Kansas
$257K
BCM
34
Brookstone Capital Management
Illinois
$229K
DFA
35
DHJJ Financial Advisors
Illinois
$172K +$174K +5,577 New
CFD
36
Creative Financial Designs
Indiana
$156K +$76.7K +2,450 +94%
SS
37
Sunbelt Securities
Texas
$104K
HAS
38
HBW Advisory Services
California
-$1.83M -58,692 Closed
AWA
39
Arete Wealth Advisors
Illinois
-$1.15M -36,775 Closed
RJA
40
Raymond James & Associates
Florida
-$824K -26,403 Closed
IA
41
Insight Advisors
Pennsylvania
-$649K -20,799 Closed
SWA
42
Stratos Wealth Advisors
Ohio
-$516K -16,543 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
-$343K -11,000 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$229K -7,343 Closed
CAN
45
Cetera Advisor Networks
California
-$213K -6,831 Closed
PA
46
PFG Advisors
Arizona
-$209K -6,709 Closed
UBS Group
47
UBS Group
Switzerland
-$4.37K -140 Closed

GFEB Hedge Fund Activity: Q3 2023 in Review

37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q3 2023, worth a combined $170M — down 6.7% from $182M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GFEB and 3 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.37M. The largest seller was Osaic Holdings, cutting an estimated $6.28M.

  • 37 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q3 2023, down from 44 in Q2 2023.
  • Funds reported $170M of FT Vest US Equity Moderate Buffer ETF February stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q3 2023 and 10 closed out, a net change of -7 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q3 2023 was Old Mission Capital, an estimated $1.37M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q3 2023 was Osaic Holdings, an estimated $6.28M sold.

Based on aggregated 13F filings for Q3 2023.