FT Vest US Equity Buffer & Premium Income ETF September
XISE
27 hedge funds and large institutions have $27.4M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 4 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
13% more funds holding
Funds holding: 24 → 27 (+3)
8% less capital invested
Capital invested by funds: $29.7M → $27.4M (-$2.23M)
21.92% less ownership
Funds ownership: 71.62% → 49.69% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.28M |
| 2 |
Jane Street
New York
|
+$879K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$807K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$686K |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$487K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.38M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$2.06M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.36M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$751K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$331K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $3.07K | – | – | – |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $307 | – | – | – |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| – | -$4.38M | -142,398 | Closed |
|
|
AWM
29
Axxcess Wealth Management
Carlsbad,
California
| – | -$751K | -24,449 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$331K | -10,756 | Closed |
|
|
JIP
31
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$319K | -10,370 | Closed |
|
XISE Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q1 2024, worth a combined $27.4M — down 7.5% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XISE positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.28M. The largest seller was Cetera Advisors, exiting entirely with an estimated $4.38M sold.
- 27 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $27.4M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q1 2024, down 7.5% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q1 2024 and 4 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q1 2024 was Commonwealth Equity Services, an estimated $1.28M added.
- The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q1 2024 was Cetera Advisors, an estimated $4.38M sold.
Based on aggregated 13F filings for Q1 2024.