FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
33 hedge funds and large institutions have $57.2M invested in FT Vest US Equity Enhance & Moderate Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
93% more capital invested
Capital invested by funds: $29.6M → $57.2M (+$27.6M)
57% more funds holding
Funds holding: 21 → 33 (+12)
1.05% more ownership
Funds ownership: 84.77% → 85.81% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sequent Planning
Omaha,
Nebraska
|
+$17.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.05M |
| 3 |
SRA
Secured Retirement Advisors
St Louis Park,
Minnesota
|
+$1.26M |
| 4 |
OS
Objectivity Squared
Charleston,
South Carolina
|
+$913K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$746K |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$580K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$552K |
| 4 |
Jane Street
New York
|
-$466K |
| 5 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $128K | +$128K | +3,750 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $41.1K | – | – | – |
|
|
AG
28
AmeriFlex Group
Las Vegas,
Nevada
| $34.7K | +$34.1K | +1,000 | New |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $22.6K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $20.5K | +$20.5K | +600 | New |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $12.4K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $11.8K | +$11.8K | +346 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $1.37K | +$1.36K | +40 | New |
|
|
34
Goldman Sachs
New York
| – | -$746K | -22,024 | Closed |
|
|
OMC
35
Old Mission Capital
Chicago,
Illinois
| – | -$552K | -16,289 | Closed |
|
|
36
Jane Street
New York
| – | -$466K | -13,762 | Closed |
|
|
IWP
37
Innova Wealth Partners
Newtown,
Pennsylvania
| – | -$235K | -6,935 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$208K | -6,149 | Closed |
|
XOCT 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 Enhance & Moderate Buffer ETF October (XOCT) for Q4 2024, worth a combined $57.2M — up 93% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XOCT positions and 5 closed out — a net gain of 12 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Sequent Planning, opening a new position worth an estimated $17.8M. The largest seller was Goldman Sachs, exiting entirely with an estimated $746K sold.
- 33 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $57.2M of FT Vest US Equity Enhance & Moderate Buffer ETF October stock for Q4 2024, up 93% quarter-over-quarter.
- 17 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF October positions in Q4 2024 and 5 closed out, a net change of +12 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF October buyer in Q4 2024 was Sequent Planning, an estimated $17.8M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF October seller in Q4 2024 was Goldman Sachs, an estimated $746K sold.
Based on aggregated 13F filings for Q4 2024.