FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
24 hedge funds and large institutions have $9.97M invested in FT Vest US Equity Enhance & Moderate Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
26% more funds holding
Funds holding: 19 → 24 (+5)
32.97% less ownership
Funds ownership: 81.87% → 48.9% (-33%)
77% less capital invested
Capital invested by funds: $43.2M → $9.97M (-$33.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.77M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$265K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$207K |
| 4 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$201K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$11.2M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$10.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$656K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$636K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
26
SMART Wealth
Omaha,
Nebraska
| – | -$11.2M | -376,665 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$656K | -22,144 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$636K | -21,453 | Closed |
|
XAUG Hedge Fund Activity: Q4 2023 in Review
24 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) for Q4 2023, worth a combined $9.97M — down 77% from $43.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XAUG positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.77M. The largest seller was AE Wealth Management, exiting entirely with an estimated $14M sold.
- 24 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $9.97M of FT Vest US Equity Enhance & Moderate Buffer ETF August stock for Q4 2023, down 77% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF August positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF August buyer in Q4 2023 was Old Mission Capital, an estimated $1.77M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF August seller in Q4 2023 was AE Wealth Management, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2023.