We are live on ! Find out more
QSPT icon

FT Vest Nasdaq-100 Buffer ETF September

67 hedge funds and large institutions have $78.5M invested in FT Vest Nasdaq-100 Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $53.2M → $78.5M (+$25.3M)

34% more funds holding

Funds holding: 5067 (+17)

5.77% less ownership

Funds ownership: 39.56%33.8% (-5.8%)

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
29
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$816K -$5.62K -249 -0.7%
HI
27
Harbour Investments
Wisconsin
$778K +$226K +10,013 +44%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$723K +$685K +30,340 New
CAN
29
Cetera Advisor Networks
California
$711K +$674K +29,858 New
Jane Street
30
Jane Street
New York
$655K +$621K +27,483 New
IP
31
Ignite Planners
California
$637K +$612K +27,104 New
SDH
32
Sloy Dahl & Holst
Washington
$546K +$76K +3,365 +17%
1W
33
1776 Wealth
Georgia
$544K
FHC
34
First Heartland Consultants
Missouri
$502K +$497 +22 +0.1%
NA
35
NewEdge Advisors
Louisiana
$502K +$22.7K +1,007 +5%
MML Investors Services
36
MML Investors Services
Massachusetts
$452K +$429K +18,996 New
SNB
37
Security National Bank
Nebraska
$420K +$398K +17,617 New
OWA
38
Octavia Wealth Advisors
Ohio
$396K
SWP
39
Summit Wealth Partners
Florida
$361K +$53.4K +2,365 +19%
BRWA
40
B. Riley Wealth Advisors
Florida
$337K +$319K +14,142 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$326K +$83.4K +3,693 +37%
AWM
42
AE Wealth Management
Kansas
$316K -$3.68M -162,899 -93%
KA
43
Kovack Advisors
Florida
$300K +$75.6K +3,348 +36%
IA
44
IFP Advisors
Florida
$262K +$166K +7,363 +203%
AAS
45
Avantax Advisory Services
Texas
$238K -$52.4K -2,318 -19%
CWS
46
Cypress Wealth Services
California
$235K
MA
47
Mutual Advisors
Nebraska
$232K +$316 +14 +0.1%
SOS
48
Silver Oak Securities
Tennessee
$229K +$217K +9,594 New
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$225K +$213K +9,446 New
CAL
50
Capital Analysts LLC
Pennsylvania
$219K +$207K +9,176 New

QSPT Hedge Fund Activity: Q4 2023 in Review

67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Buffer ETF September (QSPT) for Q4 2023, worth a combined $78.5M — up 48% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new QSPT positions and 7 closed out — a net gain of 17 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $3.68M.

  • 67 institutional investors held FT Vest Nasdaq-100 Buffer ETF September (QSPT) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $78.5M of FT Vest Nasdaq-100 Buffer ETF September stock for Q4 2023, up 48% quarter-over-quarter.
  • 24 funds opened new FT Vest Nasdaq-100 Buffer ETF September positions in Q4 2023 and 7 closed out, a net change of +17 holders.
  • The largest FT Vest Nasdaq-100 Buffer ETF September buyer in Q4 2023 was Creative Financial Designs, an estimated $8.49M added.
  • The largest FT Vest Nasdaq-100 Buffer ETF September seller in Q4 2023 was AE Wealth Management, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2023.