FT Vest US Equity Buffer & Premium Income ETF September
XISE
24 hedge funds and large institutions have $29.7M invested in FT Vest US Equity Buffer & Premium Income ETF September in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
9,738% more capital inflows, than outflows
Capital inflows: $28.1M | Capital outflows: $286K
2,100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 1
700% more funds holding
Funds holding: 3 → 24 (+21)
36% more ownership
Funds ownership: 1.92% → 37.91% (+36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$6.71M |
| 2 |
Cetera Advisors
Denver,
Colorado
|
+$3.67M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.37M |
| 4 |
World Equity Group
Schaumburg,
Illinois
|
+$2.55M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$286K |
XISE Hedge Fund Activity: Q4 2023 in Review
24 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF September (XISE) for Q4 2023, worth a combined $29.7M — up 1,923% from $1.47M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new XISE positions and 1 closed out — a net gain of 21 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $6.71M. The largest seller was Old Mission Capital, exiting entirely with an estimated $286K sold.
- 24 institutional investors held FT Vest US Equity Buffer & Premium Income ETF September (XISE) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $29.7M of FT Vest US Equity Buffer & Premium Income ETF September stock for Q4 2023, up 1,923% quarter-over-quarter.
- 22 funds opened new FT Vest US Equity Buffer & Premium Income ETF September positions in Q4 2023 and 1 closed out, a net change of +21 holders.
- The largest FT Vest US Equity Buffer & Premium Income ETF September buyer in Q4 2023 was Foundations Investment Advisors, an estimated $6.71M added.
- The largest FT Vest US Equity Buffer & Premium Income ETF September seller in Q4 2023 was Old Mission Capital, an estimated $286K sold.
Based on aggregated 13F filings for Q4 2023.