We are live on ! Find out more
XFEB icon

FT Vest US Equity Enhance & Moderate Buffer ETF February

27 hedge funds and large institutions have $26.3M invested in FT Vest US Equity Enhance & Moderate Buffer ETF February in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

24% more capital invested

Capital invested by funds: $21.2M → $26.3M (+$5.17M)

8% more funds holding

Funds holding: 2527 (+2)

15.65% less ownership

Funds ownership: 75.06%59.42% (-16%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.28M +$3.99M +126,238 +1,829%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.17M +$2.21M +69,776 +242%
HI
3
Harbour Investments
Wisconsin
$3.04M +$2.29M +72,399 +324%
KAS
4
Kestra Advisory Services
Texas
$2.19M -$78K -2,466 -3%
DI
5
Diligent Investors
California
$2.02M -$59.4K -1,878 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.7M -$514K -16,250 -23%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.63M -$652K -20,606 -29%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.42M +$23.8K +752 +2%
SP
9
Sequent Planning
Nebraska
$1.03M +$232K +7,347 +30%
SPIA
10
Steward Partners Investment Advisory
New York
$979K -$11.1K -350 -1%
CW
11
CreativeOne Wealth
Kansas
$682K +$671K +21,224 New
OIA
12
OneDigital Investment Advisors
Kansas
$614K
AWM
13
AE Wealth Management
Kansas
$525K -$11.9K -375 -2%
SCA
14
Sage Capital Advisors
South Dakota
$465K +$458K +14,479 New
MFA
15
Millington Financial Advisors
Illinois
$444K +$157K +4,959 +56%
AI
16
Atria Investments
North Carolina
$393K +$387K +12,248 New
CPA
17
Clear Point Advisors
New York
$354K
OMC
18
Old Mission Capital
Illinois
$306K -$120K -3,802 -29%
ZIMP
19
Zimmermann Investment Management & Planning
Pennsylvania
$220K -$158K -4,982 -42%
HP
20
Holistic Planning
Texas
$204K +$200K +6,339 New
PP
21
PFS Partners
New Jersey
$201K
CFGS
22
Concourse Financial Group Securities
Alabama
$144K
DFA
23
DHJJ Financial Advisors
Illinois
$141K
IF
24
Integrity Financial
Wyoming
$87.9K
Barclays
25
Barclays
United Kingdom
$52.5K +$51.7K +1,636 New

XFEB Hedge Fund Activity: Q3 2024 in Review

27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) for Q3 2024, worth a combined $26.3M — up 24% from $21.2M a quarter earlier.

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

The largest buyer was Envestnet Asset Management, adding an estimated $3.99M. The largest seller was SMART Wealth, exiting entirely with an estimated $2.45M sold.

  • 27 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) as of Q3 2024, up from 25 in Q2 2024.
  • Funds reported $26.3M of FT Vest US Equity Enhance & Moderate Buffer ETF February stock for Q3 2024, up 24% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF February positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF February buyer in Q3 2024 was Envestnet Asset Management, an estimated $3.99M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF February seller in Q3 2024 was SMART Wealth, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2024.