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FT Vest US Equity Enhance & Moderate Buffer ETF September

38 hedge funds and large institutions have $84.9M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 69.89%69.57% (-0.32%)

16% less funds holding

Funds holding: 4538 (-7)

26% less capital invested

Capital invested by funds: $114M → $84.9M (-$29.4M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

74% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
5
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1
Kestra Private Wealth Services
Texas
$12.9M -$241K -7,301 -2%
Citadel Advisors
2
Citadel Advisors
Florida
$11.7M +$11.4M +344,068 New
Osaic Holdings
3
Osaic Holdings
Arizona
$11.4M +$2.46M +74,496 +29%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.39M -$7.1M -214,729 -50%
FHC
5
First Heartland Consultants
Missouri
$6.32M -$11.1M -335,905 -64%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.35M -$2.67M -80,774 -39%
LNC
7
Lincoln National Corp
Pennsylvania
$4.12M
IA
8
IFP Advisors
Florida
$3.4M
WIM
9
WealthPlan Investment Management
Nebraska
$2.73M -$593K -17,943 -18%
KAS
10
Kestra Advisory Services
Texas
$2.63M +$203K +6,137 +9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.35M -$386K -11,691 -14%
Mariner
12
Mariner
Kansas
$2.13M -$4.88M -147,490 -70%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.97M -$11.7M -354,269 -86%
Jane Street
14
Jane Street
New York
$1.74M +$1.69M +51,218 New
AWS
15
Atria Wealth Solutions
New York
$1.2M +$829K +25,074 +246%
WEG
16
World Equity Group
Illinois
$915K -$958K -28,984 -52%
AWM
17
AE Wealth Management
Kansas
$900K -$6.02K -182 -0.7%
WP
18
WealthPLAN Partners
Nebraska
$794K -$1.4M -42,429 -64%
HAS
19
HBW Advisory Services
California
$727K -$1.74M -52,605 -71%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$695K +$584K +17,654 +623%
MA
21
Mutual Advisors
Nebraska
$632K -$116K -3,500 -16%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$588K -$947K -28,650 -62%
EWM
23
Echo Wealth Management
Minnesota
$494K +$18.4K +556 +4%
GSAM
24
Grant Street Asset Management
Pennsylvania
$462K -$64.1K -1,938 -12%
WP
25
WealthSource Partners
California
$425K

XSEP Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q2 2023, worth a combined $84.9M — down 26% from $114M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XSEP and 3 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $11.4M. The largest seller was HighTower Advisors, cutting an estimated $11.7M.

  • 38 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $84.9M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q2 2023, down 26% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q2 2023 and 10 closed out, a net change of -7 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q2 2023 was Citadel Advisors, an estimated $11.4M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q2 2023 was HighTower Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2023.