We are live on ! Find out more
SAUG icon

FT Vest US Small Cap Moderate Buffer ETF August

45 hedge funds and large institutions have $53.4M invested in FT Vest US Small Cap Moderate Buffer ETF August in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $42.3M → $53.4M (+$11.1M)

0.33% more ownership

Funds ownership: 54.41%54.74% (+0.33%)

6% less funds holding

Funds holding: 4845 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
1
Harvest Investment Services
Illinois
$11.1M +$11.5M +490,838 New
MW
2
Maia Wealth
Colorado
$5.54M +$5.98M +255,113 New
NA
3
NewEdge Advisors
Louisiana
$3.77M -$181K -7,716 -4%
HI
4
Harbour Investments
Wisconsin
$2.91M +$255K +10,866 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.76M +$77.7K +3,314 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$2.55M -$28.3K -1,207 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.25M -$296K -12,607 -11%
IFG
8
Independent Financial Group
California
$2.21M
AFAS
9
Acorn Financial Advisory Services
Virginia
$2.02M -$111K -4,756 -5%
Truist Financial
10
Truist Financial
North Carolina
$1.99M -$340K -14,488 -14%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.76M -$666K -28,404 -27%
KAS
12
Kestra Advisory Services
Texas
$1.45M -$71.5K -3,050 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.24M -$66.2K -2,823 -5%
SRA
14
Secured Retirement Advisors
Minnesota
$1.23M +$87.1K +3,714 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$997K -$23.6K -1,006 -2%
TFS
16
Thoroughbred Financial Services
Tennessee
$936K -$158K -6,722 -14%
NAM
17
NorthCrest Asset Manangement
Minnesota
$901K
LPL Financial
18
LPL Financial
California
$833K +$867K +36,990 New
GFG
19
Grantvest Financial Group
New Jersey
$682K -$2.48K -106 -0.3%
AIP
20
Ameritas Investment Partners
Nebraska
$662K +$124K +5,310 +22%
Citadel Advisors
21
Citadel Advisors
Florida
$496K -$359K -15,334 -41%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$471K -$74K -3,158 -13%
WFS
23
WealthGarden F.S.
California
$423K
FIA
24
Foundations Investment Advisors
Arizona
$418K -$26.7K -1,137 -6%
PFS
25
Prospera Financial Services
Texas
$381K -$23 -1 -0%

SAUG Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF August (SAUG) for Q1 2025, worth a combined $53.4M — up 26% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SAUG and 3 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 7 added.

The largest buyer was Harvest Investment Services, opening a new position worth an estimated $11.5M. The largest seller was Stephens Inc, exiting entirely with an estimated $861K sold.

  • 45 institutional investors held FT Vest US Small Cap Moderate Buffer ETF August (SAUG) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $53.4M of FT Vest US Small Cap Moderate Buffer ETF August stock for Q1 2025, up 26% quarter-over-quarter.
  • 3 funds opened new FT Vest US Small Cap Moderate Buffer ETF August positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF August buyer in Q1 2025 was Harvest Investment Services, an estimated $11.5M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF August seller in Q1 2025 was Stephens Inc, an estimated $861K sold.

Based on aggregated 13F filings for Q1 2025.