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FT Vest US Equity Enhance & Moderate Buffer ETF October

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+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: 2133 (+12)

1.05% more ownership

Funds ownership: 84.77%85.81% (+1%)

Holders
33
Holders Change
+12
Holders Change %
+57.14%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$17.9M +$17.8M +521,948 New
OS
2
Objectivity Squared
South Carolina
$16.8M +$913K +26,744 +6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.48M +$5.05M +147,839 +1,202%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.67M +$104K +3,038 +4%
KAS
5
Kestra Advisory Services
Texas
$2.54M +$369K +10,819 +17%
CA
6
Corrado Advisors
New Jersey
$1.56M -$66.3K -1,943 -4%
SRA
7
Secured Retirement Advisors
Minnesota
$1.26M +$1.26M +36,894 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.21M +$88.8K +2,600 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.15M +$141K +4,135 +14%
DI
10
Diligent Investors
California
$902K +$900K +26,373 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$683K +$681K +19,954 New
AAP
12
Arax Advisory Partners
Colorado
$621K +$619K +18,140 New
BIM
13
Bullseye Investment Management
Ohio
$552K -$580K -17,004 -51%
LPL Financial
14
LPL Financial
California
$511K -$160K -4,697 -24%
AA
15
Armis Advisers
Georgia
$439K +$438K +12,826 New
RFG
16
REAP Financial Group
Texas
$439K +$438K +12,826 New
ATPW
17
Ashton Thomas Private Wealth
Arizona
$437K +$436K +12,784 New
LI
18
LVZ Inc
Michigan
$308K +$307K +9,000 New
HSA
19
HBK Sorce Advisory
Pennsylvania
$300K
ACM
20
Arlington Capital Management
Illinois
$266K +$28.2K +825 +12%
Citadel Advisors
21
Citadel Advisors
Florida
$248K -$50.5K -1,479 -17%
Barclays
22
Barclays
United Kingdom
$200K +$159K +4,665 +398%
AWM
23
AE Wealth Management
Kansas
$191K +$191K +5,583 New
PP
24
PFS Partners
New Jersey
$134K +$134K +3,918 New
IWM
25
IMG Wealth Management
Florida
$133K +$133K +3,890 New

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.