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FT Vest US Equity Enhance & Moderate Buffer ETF February

22 hedge funds and large institutions have $19.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.13% less ownership

Funds ownership: 59.42%47.29% (-12%)

19% less funds holding

Funds holding: 2722 (-5)

25% less capital invested

Capital invested by funds: $26.3M → $19.8M (-$6.52M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Harbour Investments
Wisconsin
$2.95M -$151K -4,643 -5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.8M +$1.35M +41,503 +94%
DI
3
Diligent Investors
California
$2.03M -$28K -865 -1%
KAS
4
Kestra Advisory Services
Texas
$2.01M -$214K -6,601 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.49M -$240K -7,388 -14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.3M -$362K -11,171 -22%
Citadel Advisors
7
Citadel Advisors
Florida
$1.18M +$1.16M +35,920 New
OMC
8
Old Mission Capital
Illinois
$1.15M +$829K +25,585 +269%
SPIA
9
Steward Partners Investment Advisory
New York
$766K -$230K -7,100 -23%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$639K +$633K +19,517 New
OIA
11
OneDigital Investment Advisors
Kansas
$626K
AWM
12
AE Wealth Management
Kansas
$528K -$6.97K -215 -1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$522K -$2.68M -82,661 -84%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$397K -$3.92M -121,007 -91%
CPA
15
Clear Point Advisors
New York
$360K
HP
16
Holistic Planning
Texas
$207K
PP
17
PFS Partners
New Jersey
$205K
Barclays
18
Barclays
United Kingdom
$200K +$145K +4,483 +274%
CFGS
19
Concourse Financial Group Securities
Alabama
$197K +$48.6K +1,499 +34%
DFA
20
DHJJ Financial Advisors
Illinois
$144K
IF
21
Integrity Financial
Wyoming
$90.4K +$843 +26 +0.9%
PS
22
Principal Securities
Iowa
$21.3K
SP
23
Sequent Planning
Nebraska
-$1.03M -32,100 Closed
CW
24
CreativeOne Wealth
Kansas
-$682K -21,224 Closed
SCA
25
Sage Capital Advisors
South Dakota
-$465K -14,479 Closed

XFEB Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) for Q4 2024, worth a combined $19.8M — down 25% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XFEB and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.35M. The largest seller was Envestnet Asset Management, cutting an estimated $3.92M.

  • 22 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) as of Q4 2024, down from 27 in Q3 2024.
  • Funds reported $19.8M of FT Vest US Equity Enhance & Moderate Buffer ETF February stock for Q4 2024, down 25% quarter-over-quarter.
  • 2 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF February positions in Q4 2024 and 7 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF February buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $1.35M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF February seller in Q4 2024 was Envestnet Asset Management, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2024.