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FT Vest US Equity Enhance & Moderate Buffer ETF February

25 hedge funds and large institutions have $21.2M invested in FT Vest US Equity Enhance & Moderate Buffer ETF February in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4% more funds holding

Funds holding: 2425 (+1)

7.66% less ownership

Funds ownership: 82.72%75.06% (-7.7%)

20% less capital invested

Capital invested by funds: $26.5M → $21.2M (-$5.38M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SMART Wealth
Nebraska
$2.45M -$5.83M -189,787 -71%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.24M +$172K +5,582 +8%
KAS
3
Kestra Advisory Services
Texas
$2.21M +$76K +2,475 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.17M +$1.33M +43,328 +167%
DI
5
Diligent Investors
California
$2.03M -$58.3K -1,897 -3%
Jane Street
6
Jane Street
New York
$1.4M -$125K -4,055 -8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.36M
SPIA
8
Steward Partners Investment Advisory
New York
$966K
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$903K +$179K +5,826 +25%
SP
10
Sequent Planning
Nebraska
$776K +$129K +4,200 +20%
HI
11
Harbour Investments
Wisconsin
$699K +$391K +12,728 +133%
OIA
12
OneDigital Investment Advisors
Kansas
$599K
AWM
13
AE Wealth Management
Kansas
$524K +$3.56K +116 +0.7%
OMC
14
Old Mission Capital
Illinois
$417K +$409K +13,323 New
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$371K -$76K -2,473 -17%
CPA
16
Clear Point Advisors
New York
$345K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$342K +$335K +10,907 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$287K -$2.19M -71,391 -89%
MFA
19
Millington Financial Advisors
Illinois
$278K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$216K +$212K +6,901 New
PP
21
PFS Partners
New Jersey
$196K
CFGS
22
Concourse Financial Group Securities
Alabama
$140K +$53.8K +1,752 +64%
DFA
23
DHJJ Financial Advisors
Illinois
$138K +$135K +4,392 New
IF
24
Integrity Financial
Wyoming
$85.7K -$4.21K -137 -5%
PS
25
Principal Securities
Iowa
$20.4K

XFEB Hedge Fund Activity: Q2 2024 in Review

25 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) for Q2 2024, worth a combined $21.2M — down 20% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XFEB positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.33M. The largest seller was SMART Wealth, cutting an estimated $5.83M.

  • 25 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $21.2M of FT Vest US Equity Enhance & Moderate Buffer ETF February stock for Q2 2024, down 20% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF February positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF February buyer in Q2 2024 was Osaic Holdings, an estimated $1.33M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF February seller in Q2 2024 was SMART Wealth, an estimated $5.83M sold.

Based on aggregated 13F filings for Q2 2024.