FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
42 hedge funds and large institutions have $57.1M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
11% more funds holding
Funds holding: 38 → 42 (+4)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
7.87% less ownership
Funds ownership: 69.57% → 61.7% (-7.9%)
33% less capital invested
Capital invested by funds: $84.9M → $57.1M (-$27.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.96M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.3M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$587K |
| 4 |
DI
Diligent Investors
Redlands,
California
|
+$546K |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$12.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$11.7M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.78M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.35M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.18M |
XSEP Hedge Fund Activity: Q3 2023 in Review
42 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q3 2023, worth a combined $57.1M — down 33% from $84.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XSEP positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $8.96M. The largest seller was Kestra Private Wealth Services, cutting an estimated $12.6M.
- 42 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $57.1M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q3 2023, down 33% quarter-over-quarter.
- 11 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q3 2023 and 7 closed out, a net change of +4 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q3 2023 was Commonwealth Equity Services, an estimated $8.96M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q3 2023 was Kestra Private Wealth Services, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2023.