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FT Vest US Small Cap Moderate Buffer ETF August

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: 4448 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$4.13M -$293K -12,341 -7%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.81M +$799K +33,609 +39%
HI
3
Harbour Investments
Wisconsin
$2.79M +$213K +8,943 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$2.7M +$2.72M +114,654 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.65M -$57.4K -2,414 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.52M +$779K +32,770 +44%
Truist Financial
7
Truist Financial
North Carolina
$2.42M -$155K -6,532 -6%
IFG
8
Independent Financial Group
California
$2.31M
AFAS
9
Acorn Financial Advisory Services
Virginia
$2.23M +$2.25M +94,540 New
KAS
10
Kestra Advisory Services
Texas
$1.59M +$25.3K +1,065 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.36M -$112K -4,696 -8%
SRA
12
Secured Retirement Advisors
Minnesota
$1.2M +$321K +13,503 +36%
TFS
13
Thoroughbred Financial Services
Tennessee
$1.14M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.07M +$130K +5,456 +14%
NAM
15
NorthCrest Asset Manangement
Minnesota
$943K -$8.06K -339 -0.8%
Citadel Advisors
16
Citadel Advisors
Florida
$880K +$497K +20,917 +127%
SI
17
Stephens Inc
Arkansas
$861K -$2.31M -97,169 -73%
GFG
18
Grantvest Financial Group
New Jersey
$717K +$723K +30,403 New
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$576K +$70.3K +2,959 +14%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$567K +$572K +24,076 New
AIP
21
Ameritas Investment Partners
Nebraska
$567K +$89.6K +3,770 +19%
AWS
22
Atria Wealth Solutions
New York
$528K +$69.3K +2,917 +15%
FIA
23
Foundations Investment Advisors
Arizona
$464K +$17.1K +721 +4%
WFS
24
WealthGarden F.S.
California
$443K -$27.6K -1,160 -6%
IP
25
Ignite Planners
California
$409K +$76.5K +3,220 +23%

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.