FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
55 hedge funds and large institutions have $80.5M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
41% more capital invested
Capital invested by funds: $57.1M → $80.5M (+$23.3M)
31% more funds holding
Funds holding: 42 → 55 (+13)
7.69% less ownership
Funds ownership: 61.7% → 54.01% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.7M |
| 2 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$3.43M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.35M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.16M |
| 5 |
KIA
Kraematon Investment Advisors
Braintree,
Massachusetts
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.08M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.98M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.53M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$664K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $102K | +$99.1K | +2,853 | New |
|
|
BBPWM
52
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $86.1K | +$83.4K | +2,400 | New |
|
|
DFA
53
DHJJ Financial Advisors
Naperville,
Illinois
| $71.2K | +$45.7K | +1,315 | +196% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $53.1K | – | – | – |
|
55
Morgan Stanley
New York
| $2.87K | +$1.39K | +40 | +100% |
|
|
WP
56
WealthPLAN Partners
Omaha,
Nebraska
| – | -$2.08M | -61,472 | Closed |
|
|
AWS
57
Atria Wealth Solutions
New York
| – | -$212K | -6,252 | Closed |
|
|
CIA
58
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$155K | -4,558 | Closed |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$44.1K | -1,300 | Closed |
|
|
CSPIA
60
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$28K | -826 | Closed |
|
|
WT
61
Washington Trust
Westerly,
Rhode Island
| – | -$10K | -295 | Closed |
|
XSEP Hedge Fund Activity: Q4 2023 in Review
55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q4 2023, worth a combined $80.5M — up 41% from $57.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XSEP positions and 6 closed out — a net gain of 13 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.7M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $2.08M sold.
- 55 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $80.5M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q4 2023, up 41% quarter-over-quarter.
- 19 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q4 2023 and 6 closed out, a net change of +13 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q4 2023 was Commonwealth Equity Services, an estimated $3.7M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q4 2023 was WealthPLAN Partners, an estimated $2.08M sold.
Based on aggregated 13F filings for Q4 2023.