FT Vest US Small Cap Moderate Buffer ETF August
SAUG
33 hedge funds and large institutions have $25.8M invested in FT Vest US Small Cap Moderate Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
155% more capital invested
Capital invested by funds: $10.1M → $25.8M (+$15.7M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
94% more funds holding
Funds holding: 17 → 33 (+16)
15.74% more ownership
Funds ownership: 54.16% → 69.89% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.57M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.91M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$916K |
| 4 |
CCG
Capital CS Group
Irvine,
California
|
+$802K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$444K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$400K |
| 3 |
Jane Street
New York
|
-$305K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$119K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$75.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
26
Presidio Capital Management
San Diego,
California
| $216K | +$201K | +10,163 | New |
|
|
CAL
27
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $210K | +$14.8K | +745 | +8% |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $201K | – | – | – |
|
|
AIP
29
Ameritas Investment Partners
Lincoln,
Nebraska
| $96.6K | +$90.1K | +4,550 | New |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $94.7K | +$88.5K | +4,465 | New |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $27.4K | +$25.6K | +1,291 | New |
|
|
SWA
32
SOA Wealth Advisors
New York
| $21.8K | +$20.4K | +1,028 | New |
|
|
CIAS
33
Capital Investment Advisory Services
Raleigh,
North Carolina
| $19.3K | +$18K | +911 | New |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$444K | -22,592 | Closed |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$400K | -20,377 | Closed |
|
SAUG Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF August (SAUG) for Q4 2023, worth a combined $25.8M — up 155% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SAUG positions and 2 closed out — a net gain of 16 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.57M. The largest seller was Old Mission Capital, exiting entirely with an estimated $444K sold.
- 33 institutional investors held FT Vest US Small Cap Moderate Buffer ETF August (SAUG) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $25.8M of FT Vest US Small Cap Moderate Buffer ETF August stock for Q4 2023, up 155% quarter-over-quarter.
- 18 funds opened new FT Vest US Small Cap Moderate Buffer ETF August positions in Q4 2023 and 2 closed out, a net change of +16 holders.
- The largest FT Vest US Small Cap Moderate Buffer ETF August buyer in Q4 2023 was AE Wealth Management, an estimated $4.57M added.
- The largest FT Vest US Small Cap Moderate Buffer ETF August seller in Q4 2023 was Old Mission Capital, an estimated $444K sold.
Based on aggregated 13F filings for Q4 2023.