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FT Vest US Small Cap Moderate Buffer ETF August
SAUG

48 hedge funds and large institutions have $42.3M invested in FT Vest US Small Cap Moderate Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 44 → 48 (+4)

8% more capital invested

Capital invested by funds: $39.2M → $42.3M (+$3.15M)

3.4% less ownership

Funds ownership: 57.81% → 54.41% (-3.4%)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFAS
Acorn Financial Advisory Services
Virginia
+$2.25M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$799K
3
Osaic Holdings
Osaic Holdings
Arizona
+$779K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$572K
5
Citadel Advisors
Citadel Advisors
Florida
+$497K

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$2.31M
2
BFWM
Bright Futures Wealth Management
New York
-$1.11M
3
SWP
Summit Wealth Partners
Florida
-$597K
4
OMC
Old Mission Capital
Illinois
-$424K
5
NA
NewEdge Advisors
Louisiana
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$399K – – –
SPC
27
Sigma Planning Corp
Michigan
$373K +$19.9K +838 +6%
WTFG
28
Wood Tarver Financial Group
Idaho
$358K +$362K +15,227 New
CFGS
29
Concourse Financial Group Securities
Alabama
$336K +$38.8K +1,633 +13%
IAN
30
Integrated Advisors Network
Texas
$318K -$9.51K -400 -3%
CAL
31
Capital Analysts LLC
Pennsylvania
$282K – – –
ODFS
32
O'Donnell Financial Services
California
$282K +$23.8K +1,000 +9%
IAIM
33
International Assets Investment Management
Florida
$276K +$277K +11,673 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$263K +$265K +11,155 New
SWM
35
Spire Wealth Management
Virginia
$241K +$243K +10,221 New
SG
36
StoneX Group
New York
$235K +$237K +9,954 New
SPIA
37
Steward Partners Investment Advisory
New York
$188K -$11.7K -492 -6%
MIM
38
MTM Investment Management
South Carolina
$155K – – –
CFD
39
Creative Financial Designs
Indiana
$132K +$24.8K +1,044 +23%
AWM
40
AE Wealth Management
Kansas
$131K +$132K +5,566 New
DFA
41
DHJJ Financial Advisors
Illinois
$122K – – –
EWM
42
EPG Wealth Management
Georgia
$118K – – –
SS
43
Sunbelt Securities
Texas
$101K +$8.2K +345 +9%
LFG
44
Larson Financial Group
Missouri
$59.6K +$60.1K +2,528 New
SWA
45
SOA Wealth Advisors
New York
$40.8K – – –
AG
46
AmeriFlex Group
Nevada
$20.4K +$20.2K +850 New
JP Morgan Chase
47
JP Morgan Chase
New York
$18.9K +$19K +801 New
UBS Group
48
UBS Group
Switzerland
$2.69K +$1.88K +79 +226%
BFWM
49
Bright Futures Wealth Management
New York
– -$1.11M -47,335 Closed
SWP
50
Summit Wealth Partners
Florida
– -$597K -25,543 Closed
1
2
3

SAUG Hedge Fund Activity: Q4 2024 in Review

48 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF August (SAUG) for Q4 2024, worth a combined $42.3M — up 8% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SAUG positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Acorn Financial Advisory Services, opening a new position worth an estimated $2.25M. The largest seller was Stephens Inc, cutting an estimated $2.31M.

  • 48 institutional investors held FT Vest US Small Cap Moderate Buffer ETF August (SAUG) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $42.3M of FT Vest US Small Cap Moderate Buffer ETF August stock for Q4 2024, up 8% quarter-over-quarter.
  • 13 funds opened new FT Vest US Small Cap Moderate Buffer ETF August positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF August buyer in Q4 2024 was Acorn Financial Advisory Services, an estimated $2.25M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF August seller in Q4 2024 was Stephens Inc, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2024.