FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
61 hedge funds and large institutions have $73.2M invested in FT Vest US Equity Enhance & Moderate Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
8% more capital invested
Capital invested by funds: $67.9M → $73.2M (+$5.33M)
6.16% more ownership
Funds ownership: 56.54% → 62.7% (+6.2%)
0% more funds holding
Funds holding: 61 → 61 (0)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.31M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.14M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$975K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.65M |
| 2 |
Goldman Sachs
New York
|
-$829K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$604K |
| 4 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$509K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$504K |
XSEP Hedge Fund Activity: Q4 2024 in Review
61 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) for Q4 2024, worth a combined $73.2M — up 7.9% from $67.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XSEP positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.6M. The largest seller was First Heartland Consultants, cutting an estimated $1.65M.
- 61 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $73.2M of FT Vest US Equity Enhance & Moderate Buffer ETF September stock for Q4 2024, up 7.9% quarter-over-quarter.
- 10 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF September positions in Q4 2024 and 9 closed out, a net change of +1 holder.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September buyer in Q4 2024 was Brookstone Capital Management, an estimated $1.6M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF September seller in Q4 2024 was First Heartland Consultants, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2024.