FT Vest US Equity Buffer & Premium Income ETF September
XISE
30 hedge funds and large institutions have $41.7M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
52% more capital invested
Capital invested by funds: $27.4M → $41.7M (+$14.3M)
11% more funds holding
Funds holding: 27 → 30 (+3)
3.8% more ownership
Funds ownership: 49.69% → 53.49% (+3.8%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$18.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.18M |
| 3 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$571K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$333K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.04M |
| 2 |
SP
Sequent Planning
Omaha,
Nebraska
|
-$1.24M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.2M |
| 4 |
Jane Street
New York
|
-$881K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CoreCap Advisors
Southfield,
Michigan
| $98.2K | -$48.2K | -1,581 | -33% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $51.1K | – | – | – |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $3.06K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $1.19K | +$1.19K | +39 | New |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $306 | – | – | – |
|
|
SP
31
Sequent Planning
Omaha,
Nebraska
| – | -$1.24M | -40,502 | Closed |
|
|
LNC
32
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.2M | -39,127 | Closed |
|
|
33
Jane Street
New York
| – | -$881K | -28,706 | Closed |
|
XISE Hedge Fund Activity: Q2 2024 in Review
30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q2 2024, worth a combined $41.7M — up 52% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XISE positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $18.2M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.04M.
- 30 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $41.7M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q2 2024, up 52% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q2 2024 and 3 closed out, a net change of +4 holders.
- The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q2 2024 was Foundations Investment Advisors, an estimated $18.2M added.
- The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q2 2024 was Commonwealth Equity Services, an estimated $2.04M sold.
Based on aggregated 13F filings for Q2 2024.