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FT Vest US Equity Enhance & Moderate Buffer ETF August

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: 2234 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$4.54M +$4.46M +134,428 New
HI
2
Harbour Investments
Wisconsin
$2.66M +$2.62M +78,955 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.39M +$2.11M +63,680 +891%
KAS
4
Kestra Advisory Services
Texas
$2.15M +$2.11M +63,789 New
MW
5
Maia Wealth
Colorado
$1.8M +$1.77M +53,318 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.22M +$777K +23,430 +185%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.22M +$1.19M +36,016 New
OMC
8
Old Mission Capital
Illinois
$1.19M +$427K +12,890 +57%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.03M +$500K +15,086 +98%
DI
10
Diligent Investors
California
$943K +$16.6K +500 +2%
ATPW
11
Ashton Thomas Private Wealth
Arizona
$840K +$825K +24,899 New
1W
12
1776 Wealth
Georgia
$476K
SRA
13
Secured Retirement Advisors
Minnesota
$475K +$467K +14,075 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$396K +$390K +11,751 New
AAS
15
Avantax Advisory Services
Texas
$382K +$375K +11,315 New
Citadel Advisors
16
Citadel Advisors
Florida
$355K +$349K +10,522 New
MA
17
Mutual Advisors
Nebraska
$325K +$23.2K +700 +8%
AP
18
Americana Partners
Texas
$298K
FIA
19
Foundations Investment Advisors
Arizona
$294K
HP
20
Holistic Planning
Texas
$273K +$268K +8,093 New
SOS
21
Silver Oak Securities
Tennessee
$268K +$264K +7,969 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$244K +$239K +7,225 New
ACM
23
Arlington Capital Management
Illinois
$239K +$29.5K +889 +14%
IWP
24
Innova Wealth Partners
Pennsylvania
$239K +$235K +7,075 New
CFGS
25
Concourse Financial Group Securities
Alabama
$211K +$49.7K +1,500 +31%

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.