FT Vest US Equity Buffer & Premium Income ETF September
XISE
33 hedge funds and large institutions have $48.7M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $42.5M → $48.7M (+$6.23M)
10% more funds holding
Funds holding: 30 → 33 (+3)
5.14% more ownership
Funds ownership: 54.46% → 59.6% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$3.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$948K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$550K |
| 4 |
Rockefeller Capital Management
New York
|
+$534K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$424K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$338K |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$303K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$296K |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $175K | +$142K | +4,684 | +429% |
|
|
CA
27
CoreCap Advisors
Southfield,
Michigan
| $168K | +$68.6K | +2,266 | +69% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $112K | -$54.5K | -1,800 | -33% |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| $85K | +$84.9K | +2,807 | New |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $73.9K | +$73.8K | +2,439 | New |
|
|
IWM
31
IMG Wealth Management
Jacksonville,
Florida
| $55.6K | +$55.5K | +1,835 | New |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $50.6K | – | – | – |
|
|
DFA
33
DHJJ Financial Advisors
Naperville,
Illinois
| $303 | – | – | – |
|
|
OIA
34
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$424K | -14,010 | Closed |
|
|
MAWAG
35
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| – | -$303K | -10,018 | Closed |
|
|
AAS
36
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$296K | -9,803 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$44K | -1,467 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$8.2K | -271 | Closed |
|
XISE Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q4 2024, worth a combined $48.7M — up 15% from $42.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XISE positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Advisory Resource Group, opening a new position worth an estimated $3.52M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $424K sold.
- 33 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $48.7M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q4 2024, up 15% quarter-over-quarter.
- 8 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q4 2024 and 5 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q4 2024 was Advisory Resource Group, an estimated $3.52M added.
- The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q4 2024 was OneDigital Investment Advisors, an estimated $424K sold.
Based on aggregated 13F filings for Q4 2024.