FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
57 hedge funds and large institutions have $78M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 28 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
4.8% more ownership
Funds ownership: 54.01% → 58.81% (+4.8%)
4% more funds holding
Funds holding: 55 → 57 (+2)
3% less capital invested
Capital invested by funds: $80.5M → $78M (-$2.46M)
71% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.31M |
| 2 |
Jane Street
New York
|
+$1.4M |
| 3 |
Goldman Sachs
New York
|
+$834K |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$314K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$2.17M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.82M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.32M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$871K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$589K |
XSEP Hedge Fund Activity: Q1 2024 in Review
57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q1 2024, worth a combined $78M — down 3.1% from $80.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XSEP positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 28 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $2.31M. The largest seller was World Equity Group, cutting an estimated $2.17M.
- 57 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q1 2024, up from 55 in Q4 2023.
- Funds reported $78M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q1 2024, down 3.1% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q1 2024 and 4 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.31M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q1 2024 was World Equity Group, an estimated $2.17M sold.
Based on aggregated 13F filings for Q1 2024.