FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
31 hedge funds and large institutions have $23.3M invested in FT Vest US Equity Enhance & Moderate Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.
0.2% less ownership
Funds ownership: 71.83% → 71.63% (-0.2%)
7% less capital invested
Capital invested by funds: $25M → $23.3M (-$1.69M)
9% less funds holding
Funds holding: 34 → 31 (-3)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
| 2 |
Jane Street
New York
|
+$807K |
| 3 |
LPL Financial
San Diego,
California
|
+$380K |
| 4 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$240K |
| 5 |
Barclays
London,
United Kingdom
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Maia Wealth
Denver,
Colorado
|
-$1.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$607K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$479K |
| 4 |
SRA
Secured Retirement Advisors
St Louis Park,
Minnesota
|
-$475K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$382K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
26
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $136K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $75.2K | – | – | – |
|
|
WTFG
28
Wood Tarver Financial Group
Boise,
Idaho
| $72K | +$72.3K | +2,125 | New |
|
|
PP
29
PFS Partners
Mine Hill,
New Jersey
| $49.8K | -$1.67K | -49 | -3% |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $39.8K | – | – | – |
|
|
DFA
31
DHJJ Financial Advisors
Naperville,
Illinois
| $10.8K | – | – | – |
|
|
MW
32
Maia Wealth
Denver,
Colorado
| – | -$1.8M | -53,318 | Closed |
|
|
SRA
33
Secured Retirement Advisors
St Louis Park,
Minnesota
| – | -$475K | -14,075 | Closed |
|
|
AAS
34
Avantax Advisory Services
Dallas,
Texas
| – | -$382K | -11,315 | Closed |
|
35
Citadel Advisors
Miami,
Florida
| – | -$355K | -10,522 | Closed |
|
|
IWP
36
Innova Wealth Partners
Newtown,
Pennsylvania
| – | -$239K | -7,075 | Closed |
|
|
CPA
37
Clear Point Advisors
Melville,
New York
| – | -$12.7K | -375 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$3.44K | -102 | Closed |
|
XAUG Hedge Fund Activity: Q4 2024 in Review
31 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) for Q4 2024, worth a combined $23.3M — down 6.8% from $25M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of XAUG and 4 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.01M. The largest seller was Maia Wealth, exiting entirely with an estimated $1.8M sold.
- 31 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) as of Q4 2024, down from 34 in Q3 2024.
- Funds reported $23.3M of FT Vest US Equity Enhance & Moderate Buffer ETF August stock for Q4 2024, down 6.8% quarter-over-quarter.
- 4 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF August positions in Q4 2024 and 7 closed out, a net change of -3 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF August buyer in Q4 2024 was Susquehanna International Group, an estimated $1.01M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF August seller in Q4 2024 was Maia Wealth, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2024.