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FT Vest US Equity Moderate Buffer ETF February

95 hedge funds and large institutions have $152M invested in FT Vest US Equity Moderate Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

2% more funds holding

Funds holding: 9395 (+2)

6.61% less ownership

Funds ownership: 63.13%56.52% (-6.6%)

27% less capital invested

Capital invested by funds: $208M → $152M (-$56.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

80% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 50

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
10
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
26
Founders Financial Securities
Maryland
$1.22M +$127K +3,423 +12%
AWA
27
Arete Wealth Advisors
Illinois
$1.19M -$126K -3,400 -10%
HI
28
Harbour Investments
Wisconsin
$1.19M -$268K -7,248 -19%
CW
29
CreativeOne Wealth
Kansas
$1.15M
OMC
30
Old Mission Capital
Illinois
$1.09M -$440K -11,895 -29%
AWS
31
Atria Wealth Solutions
New York
$1.02M -$231K -6,235 -19%
KWS
32
Keystone Wealth Services
California
$964K -$185 -5 -0%
AAP
33
Arax Advisory Partners
Colorado
$950K +$941K +25,437 New
BTWM
34
Brass Tax Wealth Management
Ohio
$892K -$10.7K -290 -1%
AWA
35
Arkadios Wealth Advisors
Georgia
$809K +$802K +21,670 New
SB
36
Strategic Blueprint
Georgia
$803K -$3.33K -90 -0.4%
IWM
37
IMG Wealth Management
Florida
$725K +$718K +19,404 New
TSS
38
Two Sigma Securities
New York
$705K +$261K +7,054 +60%
SPIA
39
Steward Partners Investment Advisory
New York
$642K -$21.8K -590 -3%
EWM
40
EPG Wealth Management
Georgia
$624K -$132K -3,570 -18%
DAS
41
Diversify Advisory Services
Utah
$623K -$165K -4,450 -21%
RA
42
RFG Advisory
Alabama
$620K -$117K -3,173 -16%
CFS
43
Commonwealth Financial Services
West Virginia
$598K -$20.9K -564 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$560K -$233K -6,288 -30%
BIM
45
Bullseye Investment Management
Ohio
$558K +$554K +14,967 New
BCI
46
Brinker Capital Investments
Pennsylvania
$533K -$9.36K -253 -2%
OPS
47
Orion Portfolio Solutions
Nebraska
$533K -$9.36K -253 -2%
AFW
48
Avantra Family Wealth
Pennsylvania
$520K +$516K +13,929 New
TCM
49
Triumph Capital Management
Colorado
$497K -$40.2K -1,086 -8%
IFG
50
Independent Financial Group
California
$467K +$68.7K +1,857 +17%

GFEB Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q4 2024, worth a combined $152M — down 27% from $208M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GFEB positions and 10 closed out — a net gain of 6 holders — while 10 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.54M. The largest seller was Summit Financial Wealth Advisors, cutting an estimated $27.2M.

  • 95 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q4 2024, up from 93 in Q3 2024.
  • Funds reported $152M of FT Vest US Equity Moderate Buffer ETF February stock for Q4 2024, down 27% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q4 2024 and 10 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q4 2024 was Susquehanna International Group, an estimated $1.54M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q4 2024 was Summit Financial Wealth Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2024.