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FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG

34 hedge funds and large institutions have $25M invested in FT Vest US Equity Enhance & Moderate Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

274% more capital invested

Capital invested by funds: $6.67M → $25M (+$18.3M)

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

55% more funds holding

Funds holding: 22 → 34 (+12)

18.46% more ownership

Funds ownership: 53.37% → 71.83% (+18%)

Holders
34
Holders Change
+12
Holders Change %
+54.55%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
9
Reduced
1
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$4.46M
2
HI
Harbour Investments
Wisconsin
+$2.62M
3
KAS
Kestra Advisory Services
Texas
+$2.11M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.11M
5
MW
Maia Wealth
Colorado
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
WFS
WealthGarden F.S.
California
-$708K
2
Jane Street
Jane Street
New York
-$440K
3
KPWS
Kestra Private Wealth Services
Texas
-$392K
4
MFA
Millington Financial Advisors
Illinois
-$218K
5
IAIM
International Assets Investment Management
Florida
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$135K +$132K +3,996 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$134K -$3.31K -100 -2%
SPIA
28
Steward Partners Investment Advisory
New York
$74.2K – – –
PP
29
PFS Partners
New Jersey
$50.8K +$49.9K +1,506 New
Barclays
30
Barclays
United Kingdom
$47.4K +$46.6K +1,405 New
CFD
31
Creative Financial Designs
Indiana
$39.2K +$38.5K +1,163 New
CPA
32
Clear Point Advisors
New York
$12.7K – – –
DFA
33
DHJJ Financial Advisors
Illinois
$10.6K – – –
UBS Group
34
UBS Group
Switzerland
$3.44K +$2.49K +75 +278%
WFS
35
WealthGarden F.S.
California
– -$708K -21,553 Closed
Jane Street
36
Jane Street
New York
– -$440K -13,384 Closed
KPWS
37
Kestra Private Wealth Services
Texas
– -$392K -11,940 Closed
MFA
38
Millington Financial Advisors
Illinois
– -$218K -6,637 Closed
IAIM
39
International Assets Investment Management
Florida
– -$131K -3,924 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– -$56K -1,700 Closed
1
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XAUG Hedge Fund Activity: Q3 2024 in Review

34 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) for Q3 2024, worth a combined $25M — up 274% from $6.67M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XAUG positions and 6 closed out — a net gain of 12 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $4.46M. The largest seller was WealthGarden F.S., exiting entirely with an estimated $708K sold.

  • 34 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $25M of FT Vest US Equity Enhance & Moderate Buffer ETF August stock for Q3 2024, up 274% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF August positions in Q3 2024 and 6 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF August buyer in Q3 2024 was Truist Financial, an estimated $4.46M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF August seller in Q3 2024 was WealthGarden F.S., an estimated $708K sold.

Based on aggregated 13F filings for Q3 2024.