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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.09M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.79M |
| 2 |
AP
Americana Partners
Houston,
Texas
|
-$980K |
| 3 |
SC
Schubert & Co
Mckinney,
Texas
|
-$613K |
| 4 |
Jane Street
New York
|
-$414K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$405K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $18.1K | +$17.7K | +548 | New |
|
|
AIC
52
Archer Investment Corporation
Carmel,
Indiana
| $14.9K | -$35K | -1,085 | -71% |
|
|
CJ
53
Caitlin John
Brighton,
Michigan
| $11.1K | -$291 | -9 | -3% |
|
|
TLA
54
Tanglewood Legacy Advisors
Houston,
Texas
| $4.95K | – | – | – |
|
|
55
Truist Financial
Charlotte,
North Carolina
| – | -$2.79M | -88,229 | Closed |
|
|
SC
56
Schubert & Co
Mckinney,
Texas
| – | -$613K | -19,402 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$398K | -12,584 | Closed |
|
|
FIA
58
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$362K | -11,262 | Closed |
|
|
LA
59
LM Advisors
San Diego,
California
| – | -$54.3K | -1,718 | Closed |
|
|
FCT
60
First Community Trust
Dubuque,
Iowa
| – | -$6.48K | -205 | Closed |
|
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.