FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
45 hedge funds and large institutions have $128M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
7% more funds holding
Funds holding: 42 → 45 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.46% less ownership
Funds ownership: 74.35% → 69.89% (-4.5%)
7% less capital invested
Capital invested by funds: $138M → $128M (-$9.45M)
65% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.37M |
| 2 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
+$1.94M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.22M |
| 4 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$859K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWMU
Caliber Wealth Management (Utah)
Orem,
Utah
|
-$5.64M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.18M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.03M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.83M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.79M |
XSEP Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q1 2023, worth a combined $128M — down 6.9% from $138M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XSEP positions and 8 closed out — a net gain of 3 holders — while 7 added to existing stakes and 20 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.37M. The largest seller was Caliber Wealth Management (Utah), exiting entirely with an estimated $5.64M sold.
- 45 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $128M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q1 2023, down 6.9% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q1 2023 and 8 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q1 2023 was Old Mission Capital, an estimated $6.37M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q1 2023 was Caliber Wealth Management (Utah), an estimated $5.64M sold.
Based on aggregated 13F filings for Q1 2023.