FT Vest US Equity Moderate Buffer ETF February
GFEB
92 hedge funds and large institutions have $300M invested in FT Vest US Equity Moderate Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.
5,300% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 1
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
180% more capital invested
Capital invested by funds: $107M → $300M (+$193M)
130% more funds holding
Funds holding: 40 → 92 (+52)
11.05% more ownership
Funds ownership: 64.86% → 75.91% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$50.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$22.2M |
| 3 |
AP
Americana Partners
Houston,
Texas
|
+$17M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$6.14M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.37M |
| 3 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$1.05M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$141K |
| 5 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$28.4K |
GFEB Hedge Fund Activity: Q1 2024 in Review
92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q1 2024, worth a combined $300M — up 180% from $107M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new GFEB positions and 1 closed out — a net gain of 53 holders — while 26 added to existing stakes and 8 trimmed.
The largest buyer was Summit Financial Wealth Advisors, opening a new position worth an estimated $50.9M. The largest seller was Cetera Advisors, cutting an estimated $6.14M.
- 92 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q1 2024, up from 40 in Q4 2023.
- Funds reported $300M of FT Vest US Equity Moderate Buffer ETF February stock for Q1 2024, up 180% quarter-over-quarter.
- 54 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q1 2024 and 1 closed out, a net change of +53 holders.
- The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q1 2024 was Summit Financial Wealth Advisors, an estimated $50.9M added.
- The largest FT Vest US Equity Moderate Buffer ETF February seller in Q1 2024 was Cetera Advisors, an estimated $6.14M sold.
Based on aggregated 13F filings for Q1 2024.