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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
Raymond James Financial
1
Raymond James Financial
Florida
$17M +$16.8M +455,218 New
AP
2
Americana Partners
Texas
$16.7M -$883K -23,859 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.7M -$4.37M -118,001 -24%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.8M -$1.61M -43,588 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.78M -$400K -10,801 -4%
Mariner
6
Mariner
Kansas
$6.88M -$48.8K -1,319 -0.7%
AI
7
Atria Investments
North Carolina
$6.45M -$126K -3,402 -2%
MAM
8
Milestone Asset Management
Pennsylvania
$4.64M +$173K +4,665 +4%
ODFS
9
O'Donnell Financial Services
California
$4.31M -$30.8K -831 -0.7%
SS
10
Sunbelt Securities
Texas
$3.4M -$3.19M -86,300 -49%
KAS
11
Kestra Advisory Services
Texas
$3.32M -$492K -13,296 -13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.17M -$165K -4,451 -5%
RFG
13
REAP Financial Group
Texas
$2.43M -$228K -6,162 -9%
AA
14
Armis Advisers
Georgia
$2.39M +$2.36M +63,894 New
TLA
15
Tanglewood Legacy Advisors
Texas
$2.15M
CHC
16
City Holding Co
West Virginia
$2.13M
AC
17
AIFG Consultants
New York
$2.11M -$6.8M -183,596 -77%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.01M +$1.54M +41,601 +339%
SI
19
Stephens Inc
Arkansas
$1.8M -$329K -8,881 -16%
Truist Financial
20
Truist Financial
North Carolina
$1.79M -$37.1K -1,002 -2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.3M -$1.05M -28,340 -45%
LPL Financial
22
LPL Financial
California
$1.29M +$243K +6,579 +24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.24M -$183K -4,949 -13%
MCM
24
MAI Capital Management
Ohio
$1.24M +$70.8K +1,914 +6%
MIM
25
Macroview Investment Management
Maryland
$1.23M -$12.1K -327 -1%

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.