FT Vest US Equity Moderate Buffer ETF February
GFEB
99 hedge funds and large institutions have $285M invested in FT Vest US Equity Moderate Buffer ETF February in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
8% more funds holding
Funds holding: 92 → 99 (+7)
4.79% less ownership
Funds ownership: 75.78% → 70.99% (-4.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
45% less capital inflows, than outflows
Capital inflows: $11.3M | Capital outflows: $20.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Liberty Wealth Management
Oakland,
California
|
+$2.88M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
+$1M |
| 3 |
HBW Advisory Services
Simi Valley,
California
|
+$919K |
| 4 |
Diversify Advisory Services
Sandy,
Utah
|
+$757K |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$750K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$8.14M |
| 2 |
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$855K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$834K |
| 5 |
EPG Wealth Management
Atlanta,
Georgia
|
-$811K |
GFEB Hedge Fund Activity: Q2 2024 in Review
99 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 Q2 2024, worth a combined $285M — down 5% from $300M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GFEB positions and 4 closed out — a net gain of 10 holders — while 24 added to existing stakes and 35 trimmed.
The largest buyer was Liberty Wealth Management, opening a new position worth an estimated $2.88M. The largest seller was O'Donnell Financial Services, cutting an estimated $8.14M.
- 99 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q2 2024, up from 92 in Q1 2024.
- Funds reported $285M of FT Vest US Equity Moderate Buffer ETF February stock for Q2 2024, down 5% quarter-over-quarter.
- 14 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q2 2024 and 4 closed out, a net change of +10 holders.
- The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q2 2024 was Liberty Wealth Management, an estimated $2.88M added.
- The largest FT Vest US Equity Moderate Buffer ETF February seller in Q2 2024 was O'Donnell Financial Services, an estimated $8.14M sold.
Based on aggregated 13F filings for Q2 2024.