FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
42 hedge funds and large institutions have $138M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
8,091% more capital inflows, than outflows
Capital inflows: $98M | Capital outflows: $1.2M
1,400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
200% more funds holding
Funds holding: 14 → 42 (+28)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52.99% more ownership
Funds ownership: 21.36% → 74.35% (+53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$12.6M |
| 4 |
Kestra Private Wealth Services
Austin,
Texas
|
+$10.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$608K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$290K |
| 3 |
Echo Wealth Management
Plymouth,
Minnesota
|
-$205K |
| 4 |
WealthSource Partners
San Luis Obispo,
California
|
-$93.8K |
XSEP Hedge Fund Activity: Q4 2022 in Review
42 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q4 2022, worth a combined $138M — up 264% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new XSEP positions and 2 closed out — a net gain of 28 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $14M. The largest seller was Old Mission Capital, exiting entirely with an estimated $608K sold.
- 42 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q4 2022, up from 14 in Q3 2022.
- Funds reported $138M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q4 2022, up 264% quarter-over-quarter.
- 30 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q4 2022 and 2 closed out, a net change of +28 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q4 2022 was Commonwealth Equity Services, an estimated $14M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q4 2022 was Old Mission Capital, an estimated $608K sold.
Based on aggregated 13F filings for Q4 2022.