FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
23 hedge funds and large institutions have $53.1M invested in FT Vest US Equity Enhance & Moderate Buffer ETF October in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $47M → $53.1M (+$6.14M)
11.5% more ownership
Funds ownership: 87.85% → 99.35% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 24 → 23 (-1)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.48M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.62M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.2M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.1M |
| 5 |
SCA
Sage Capital Advisors
Sioux Falls,
South Dakota
|
+$628K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.57M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$583K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$498K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$257K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$212K | -6,443 | Closed |
|
|
FGAM
27
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$64.8K | -2,000 | Closed |
|
XOCT Hedge Fund Activity: Q2 2024 in Review
23 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) for Q2 2024, worth a combined $53.1M — up 13% from $47M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XOCT positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.48M. The largest seller was Osaic Holdings, cutting an estimated $2.57M.
- 23 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) as of Q2 2024, down from 24 in Q1 2024.
- Funds reported $53.1M of FT Vest US Equity Enhance & Moderate Buffer ETF October stock for Q2 2024, up 13% quarter-over-quarter.
- 5 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF October positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF October buyer in Q2 2024 was Envestnet Asset Management, an estimated $3.48M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF October seller in Q2 2024 was Osaic Holdings, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2024.