We are live on ! Find out more
GSEP icon

FT Vest US Equity Moderate Buffer ETF September

62 hedge funds and large institutions have $128M invested in FT Vest US Equity Moderate Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

54% more capital invested

Capital invested by funds: $83.2M → $128M (+$45.1M)

15% more funds holding

Funds holding: 5462 (+8)

3.49% less ownership

Funds ownership: 69.13%65.65% (-3.5%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$25.7M +$10.1M +295,998 +66%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.3M +$2.55M +74,822 +15%
AP
3
Americana Partners
Texas
$11.6M +$5.79M +169,985 +103%
KAS
4
Kestra Advisory Services
Texas
$9.45M +$4.88M +143,175 +110%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.75M +$6.73M +197,398 +356%
SI
6
Stephens Inc
Arkansas
$8.02M -$84.5K -2,480 -1%
MCM
7
MAI Capital Management
Ohio
$6.43M +$6.34M +186,013 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.76M +$3.7M +108,643 New
SW
9
Schulz Wealth
Texas
$3.52M +$1.49M +43,716 +75%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.51M -$927K -27,186 -21%
RJA
11
Raymond James & Associates
Florida
$3.23M +$1.47M +43,215 +86%
CHC
12
City Holding Co
West Virginia
$2.38M +$291K +8,525 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.82M -$1.78M -52,306 -50%
Jane Street
14
Jane Street
New York
$1.64M +$623K +18,266 +63%
SWP
15
Summit Wealth Partners
Florida
$1.54M +$75.5K +2,216 +5%
LPL Financial
16
LPL Financial
California
$1.43M -$202K -5,931 -13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.15M +$238K +6,989 +27%
SFS
18
Sowell Financial Services
Arkansas
$1.06M +$1.04M +30,627 New
AIC
19
Archer Investment Corporation
Indiana
$1.03M +$996K +29,209 +6,462%
NAM
20
NorthCrest Asset Manangement
Minnesota
$720K
BTWM
21
Brass Tax Wealth Management
Ohio
$633K
MML Investors Services
22
MML Investors Services
Massachusetts
$625K +$616K +18,075 New
SS
23
Sunbelt Securities
Texas
$614K +$536K +15,724 +773%
PFS
24
Prospera Financial Services
Texas
$585K +$6.13K +180 +1%
CW
25
CreativeOne Wealth
Kansas
$568K -$429K -12,580 -43%