FT Vest US Equity Moderate Buffer ETF February
GFEB
40 hedge funds and large institutions have $107M invested in FT Vest US Equity Moderate Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 19 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more funds holding
Funds holding: 37 → 40 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22.16% less ownership
Funds ownership: 87.01% → 64.86% (-22%)
37% less capital invested
Capital invested by funds: $170M → $107M (-$62.6M)
89% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.16M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$938K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$422K |
| 4 |
Jane Street
New York
|
+$299K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$51.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$36.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$35.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.98M |
| 4 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$669K |
| 5 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
-$610K |
GFEB Hedge Fund Activity: Q4 2023 in Review
40 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q4 2023, worth a combined $107M — down 37% from $170M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GFEB positions and 5 closed out — a net gain of 3 holders — while 2 added to existing stakes and 19 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $1.16M. The largest seller was O'Donnell Financial Services, cutting an estimated $36.4M.
- 40 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $107M of FT Vest US Equity Moderate Buffer ETF February stock for Q4 2023, down 37% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q4 2023 was Arete Wealth Advisors, an estimated $1.16M added.
- The largest FT Vest US Equity Moderate Buffer ETF February seller in Q4 2023 was O'Donnell Financial Services, an estimated $36.4M sold.
Based on aggregated 13F filings for Q4 2023.