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FT Vest US Equity Moderate Buffer ETF September
GSEP

54 hedge funds and large institutions have $84.6M invested in FT Vest US Equity Moderate Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

33% more capital invested

Capital invested by funds: $63.6M → $84.6M (+$20.9M)

19.51% more ownership

Funds ownership: 47.91% → 67.42% (+20%)

6% more funds holding

Funds holding: 51 → 54 (+3)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.3M
2
RJA
Raymond James & Associates
Florida
+$3.23M
3
LPL Financial
LPL Financial
California
+$1.46M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$2.79M
2
AP
Americana Partners
Texas
-$980K
3
SC
Schubert & Co
Texas
-$613K
4
Jane Street
Jane Street
New York
-$414K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$411K +$402K +12,445 New
HP
27
Holistic Planning
Texas
$404K – – –
EWM
28
EPG Wealth Management
Georgia
$396K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$374K -$254K -7,876 -41%
Jane Street
30
Jane Street
New York
$345K -$414K -12,832 -55%
FPWM
31
FSB Premier Wealth Management
Iowa
$339K – – –
IF
32
Integrity Financial
Wyoming
$339K -$54.5K -1,688 -14%
KC
33
Kinloch Capital
Virginia
$333K – – –
DFA
34
DHJJ Financial Advisors
Illinois
$323K – – –
AWM
35
Accel Wealth Management
Iowa
$314K -$9.69K -300 -3%
HAS
36
HBW Advisory Services
California
$222K – – –
BWM
37
BCGM Wealth Management
Indiana
$218K – – –
LFG
38
Larson Financial Group
Missouri
$181K – – –
HI
39
Harbour Investments
Wisconsin
$157K -$9.43K -292 -6%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$118K -$13.8K -427 -11%
CA
41
CoreCap Advisors
Michigan
$115K +$112K +3,482 New
SPIA
42
Steward Partners Investment Advisory
New York
$111K – – –
ACA
43
Aptus Capital Advisors
Alabama
$92.7K – – –
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$92.7K – – –
CAL
45
Capital Analysts LLC
Pennsylvania
$74K – – –
Bank of America
46
Bank of America
North Carolina
$73.9K +$72.3K +2,238 New
SS
47
Sunbelt Securities
Texas
$67.1K – – –
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$42.9K – – –
UBS Group
49
UBS Group
Switzerland
$26.4K +$25.9K +801 New
PS
50
Principal Securities
Iowa
$24.8K – – –
1
2
3

GSEP Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF September (GSEP) for Q1 2024, worth a combined $84.6M — up 33% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GSEP positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $15.3M. The largest seller was Truist Financial, exiting entirely with an estimated $2.79M sold.

  • 54 institutional investors held FT Vest US Equity Moderate Buffer ETF September (GSEP) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $84.6M of FT Vest US Equity Moderate Buffer ETF September stock for Q1 2024, up 33% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF September positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF September buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $15.3M added.
  • The largest FT Vest US Equity Moderate Buffer ETF September seller in Q1 2024 was Truist Financial, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2024.