FT Vest US Small Cap Moderate Buffer ETF August
SAUG
34 hedge funds and large institutions have $26.3M invested in FT Vest US Small Cap Moderate Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 33 → 34 (+1)
2% more capital invested
Capital invested by funds: $25.8M → $26.3M (+$497K)
5.05% less ownership
Funds ownership: 69.89% → 64.84% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$897K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$891K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$852K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$641K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.84M |
| 2 |
CCG
Capital CS Group
Irvine,
California
|
-$859K |
| 3 |
Jane Street
New York
|
-$245K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$220K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $217K | – | – | – |
|
|
AIP
27
Ameritas Investment Partners
Lincoln,
Nebraska
| $196K | +$93.1K | +4,390 | +96% |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $186K | -$21.2K | -1,000 | -11% |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $110K | +$11.6K | +545 | +12% |
|
|
SS
30
Sunbelt Securities
Houston,
Texas
| $57K | +$55.1K | +2,600 | New |
|
|
CIAS
31
Capital Investment Advisory Services
Raleigh,
North Carolina
| $40.9K | +$20.3K | +956 | +105% |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $28.3K | – | – | – |
|
|
SWA
33
SOA Wealth Advisors
New York
| $22.5K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| $9.4K | +$9.1K | +429 | New |
|
|
AWM
35
AE Wealth Management
Topeka,
Kansas
| – | -$4.84M | -230,654 | Closed |
|
|
CCG
36
Capital CS Group
Irvine,
California
| – | -$859K | -40,465 | Closed |
|
|
37
Jane Street
New York
| – | -$245K | -11,541 | Closed |
|
|
AWM
38
Axxcess Wealth Management
Carlsbad,
California
| – | -$216K | -10,163 | Closed |
|
SAUG Hedge Fund Activity: Q1 2024 in Review
34 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF August (SAUG) for Q1 2024, worth a combined $26.3M — up 1.9% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SAUG positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $897K. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.84M sold.
- 34 institutional investors held FT Vest US Small Cap Moderate Buffer ETF August (SAUG) as of Q1 2024, up from 33 in Q4 2023.
- Funds reported $26.3M of FT Vest US Small Cap Moderate Buffer ETF August stock for Q1 2024, up 1.9% quarter-over-quarter.
- 6 funds opened new FT Vest US Small Cap Moderate Buffer ETF August positions in Q1 2024 and 4 closed out, a net change of +2 holders.
- The largest FT Vest US Small Cap Moderate Buffer ETF August buyer in Q1 2024 was Envestnet Asset Management, an estimated $897K added.
- The largest FT Vest US Small Cap Moderate Buffer ETF August seller in Q1 2024 was AE Wealth Management, an estimated $4.84M sold.
Based on aggregated 13F filings for Q1 2024.