FT Vest US Small Cap Moderate Buffer ETF February
SFEB
41 hedge funds and large institutions have $31.8M invested in FT Vest US Small Cap Moderate Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
8% more funds holding
Funds holding: 38 → 41 (+3)
13.44% less ownership
Funds ownership: 65.33% → 51.89% (-13%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
27% less capital invested
Capital invested by funds: $43.8M → $31.8M (-$11.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$446K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$259K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$165K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$120K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$70.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$1.16M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$922K |
| 3 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$706K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$425K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$413K |
SFEB Hedge Fund Activity: Q4 2024 in Review
41 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF February (SFEB) for Q4 2024, worth a combined $31.8M — down 27% from $43.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SFEB positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Spire Wealth Management, opening a new position worth an estimated $446K. The largest seller was World Equity Group, exiting entirely with an estimated $1.16M sold.
- 41 institutional investors held FT Vest US Small Cap Moderate Buffer ETF February (SFEB) as of Q4 2024, up from 38 in Q3 2024.
- Funds reported $31.8M of FT Vest US Small Cap Moderate Buffer ETF February stock for Q4 2024, down 27% quarter-over-quarter.
- 11 funds opened new FT Vest US Small Cap Moderate Buffer ETF February positions in Q4 2024 and 6 closed out, a net change of +5 holders.
- The largest FT Vest US Small Cap Moderate Buffer ETF February buyer in Q4 2024 was Spire Wealth Management, an estimated $446K added.
- The largest FT Vest US Small Cap Moderate Buffer ETF February seller in Q4 2024 was World Equity Group, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2024.