FT Vest U.S. Equity Max Buffer ETF - September
SEPM
26 hedge funds and large institutions have $22.2M invested in FT Vest U.S. Equity Max Buffer ETF - September in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
111% more capital invested
Capital invested by funds: $10.5M → $22.2M (+$11.7M)
100% more funds holding
Funds holding: 13 → 26 (+13)
56.03% less ownership
Funds ownership: 126.95% → 70.93% (-56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$7.43M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.86M |
| 3 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
+$1.71M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$822K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$6.24M |
SEPM Hedge Fund Activity: Q4 2024 in Review
26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - September (SEPM) for Q4 2024, worth a combined $22.2M — up 111% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SEPM positions and 0 closed out — a net gain of 13 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $7.43M. The largest seller was WT Wealth Management, cutting an estimated $6.24M.
- 26 institutional investors held FT Vest U.S. Equity Max Buffer ETF - September (SEPM) as of Q4 2024, up from 13 in Q3 2024.
- Funds reported $22.2M of FT Vest U.S. Equity Max Buffer ETF - September stock for Q4 2024, up 111% quarter-over-quarter.
- 13 funds opened new FT Vest U.S. Equity Max Buffer ETF - September positions in Q4 2024 and 0 closed out, a net change of +13 holders.
- The largest FT Vest U.S. Equity Max Buffer ETF - September buyer in Q4 2024 was Foundations Investment Advisors, an estimated $7.43M added.
- The largest FT Vest U.S. Equity Max Buffer ETF - September seller in Q4 2024 was WT Wealth Management, an estimated $6.24M sold.
Based on aggregated 13F filings for Q4 2024.