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FT Vest US Equity Enhance & Moderate Buffer ETF October

24 hedge funds and large institutions have $47M invested in FT Vest US Equity Enhance & Moderate Buffer ETF October in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

82% more capital invested

Capital invested by funds: $25.9M → $47M (+$21.1M)

33% more funds holding

Funds holding: 1824 (+6)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

12.92% more ownership

Funds ownership: 74.92%87.85% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OS
1
Objectivity Squared
South Carolina
$15.5M +$100K +3,096 +0.7%
AP
2
Americana Partners
Texas
$14.9M +$14.7M +453,371 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.06M +$2.78M +85,666 +225%
KAS
4
Kestra Advisory Services
Texas
$2.59M +$466K +14,378 +22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.55M +$43.5K +1,341 +2%
CA
6
Corrado Advisors
New Jersey
$1.64M -$56.5K -1,742 -3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.11M +$1.09M +33,711 New
BIM
8
Bullseye Investment Management
Ohio
$864K -$12.4K -381 -1%
CAN
9
Cetera Advisor Networks
California
$715K -$50.7K -1,565 -7%
Citadel Advisors
10
Citadel Advisors
Florida
$619K +$198K +6,093 +48%
OMC
11
Old Mission Capital
Illinois
$498K +$492K +15,182 New
CA
12
Cetera Advisors
Colorado
$307K -$7.1K -219 -2%
HSA
13
HBK Sorce Advisory
Pennsylvania
$307K
LPL Financial
14
LPL Financial
California
$279K +$276K +8,507 New
LNC
15
Lincoln National Corp
Pennsylvania
$257K
HP
16
Holistic Planning
Texas
$239K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$212K +$209K +6,443 New
ACM
18
Arlington Capital Management
Illinois
$207K -$97 -3 -0%
FGAM
19
Financial Gravity Asset Management
Texas
$64.8K +$32.4K +1,000 +100%
SPIA
20
Steward Partners Investment Advisory
New York
$39.4K -$64.8K -2,000 -63%
DFA
21
DHJJ Financial Advisors
Illinois
$21.7K +$21.4K +660 New
CFGS
22
Concourse Financial Group Securities
Alabama
$17K
UBS Group
23
UBS Group
Switzerland
$2.1K +$1.3K +40 +167%
JP Morgan Chase
24
JP Morgan Chase
New York
$10 +$10.3K +318 New
PP
25
PFS Partners
New Jersey
-$38.3K -1,197 Closed

XOCT Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) for Q1 2024, worth a combined $47M — up 82% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XOCT positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Americana Partners, opening a new position worth an estimated $14.7M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $64.8K.

  • 24 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $47M of FT Vest US Equity Enhance & Moderate Buffer ETF October stock for Q1 2024, up 82% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF October positions in Q1 2024 and 1 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF October buyer in Q1 2024 was Americana Partners, an estimated $14.7M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF October seller in Q1 2024 was Steward Partners Investment Advisory, an estimated $64.8K sold.

Based on aggregated 13F filings for Q1 2024.