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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.6M +$69.7K +2,159 +0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.6M +$15.3M +472,555 New
SI
3
Stephens Inc
Arkansas
$7.74M -$6.56K -203 -0.1%
AP
4
Americana Partners
Texas
$5.06M -$980K -30,356 -17%
KAS
5
Kestra Advisory Services
Texas
$4.18M +$532K +16,460 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.74M +$1.09M +33,790 +43%
RJA
7
Raymond James & Associates
Florida
$3.3M +$3.23M +100,036 New
NA
8
NewEdge Advisors
Louisiana
$3.01M -$29.1K -900 -1%
CHC
9
City Holding Co
West Virginia
$2.04M – – –
CA
10
Cetera Advisors
Colorado
$2.03M +$718K +22,229 +57%
SW
11
Schulz Wealth
Texas
$1.92M – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$1.79M -$227K -7,026 -11%
SWP
13
Summit Wealth Partners
Florida
$1.51M -$345K -10,669 -19%
LPL Financial
14
LPL Financial
California
$1.5M +$1.46M +45,324 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.48M +$1.05M +32,580 +267%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$988K -$405K -12,549 -30%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$871K -$63.3K -1,961 -7%
CAN
18
Cetera Advisor Networks
California
$864K – – –
NAM
19
NorthCrest Asset Manangement
Minnesota
$688K – – –
RFG
20
REAP Financial Group
Texas
$665K +$46.8K +1,448 +8%
OMC
21
Old Mission Capital
Illinois
$615K +$234K +7,239 +64%
BTWM
22
Brass Tax Wealth Management
Ohio
$605K +$592K +18,317 New
PFS
23
Prospera Financial Services
Texas
$552K -$6.94K -215 -1%
KWS
24
Keystone Wealth Services
California
$526K – – –
KPWS
25
Kestra Private Wealth Services
Texas
$493K – – –
1
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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.