FT Vest International Equity Buffer ETF September
YSEP
33 hedge funds and large institutions have $23.6M invested in FT Vest International Equity Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
90% more capital invested
Capital invested by funds: $12.5M → $23.6M (+$11.2M)
74% more funds holding
Funds holding: 19 → 33 (+14)
14.98% more ownership
Funds ownership: 52.01% → 66.99% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.35M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$737K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$537K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$455K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$466K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$246K |
| 3 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$108K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$34.5K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
26
Ameritas Investment Partners
Lincoln,
Nebraska
| $72K | +$68K | +3,470 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $40.1K | +$9.8K | +500 | +35% |
|
|
AWM
28
Avior Wealth Management
Omaha,
Nebraska
| $40.1K | – | – | – |
|
|
SWA
29
SOA Wealth Advisors
New York
| $21.3K | +$20.1K | +1,026 | New |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $13K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | +$10.2K | +520 | New |
|
32
UBS Group
Zurich,
Switzerland
| $7.36K | +$6.96K | +355 | New |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $6.22K | +$5.88K | +300 | New |
|
|
ARG
34
Advisory Resource Group
Tulsa,
Oklahoma
| – | -$466K | -24,239 | Closed |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| – | -$246K | -12,818 | Closed |
|
YSEP Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF September (YSEP) for Q4 2023, worth a combined $23.6M — up 90% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new YSEP positions and 2 closed out — a net gain of 14 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.35M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $466K sold.
- 33 institutional investors held FT Vest International Equity Buffer ETF September (YSEP) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $23.6M of FT Vest International Equity Buffer ETF September stock for Q4 2023, up 90% quarter-over-quarter.
- 16 funds opened new FT Vest International Equity Buffer ETF September positions in Q4 2023 and 2 closed out, a net change of +14 holders.
- The largest FT Vest International Equity Buffer ETF September buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $1.35M added.
- The largest FT Vest International Equity Buffer ETF September seller in Q4 2023 was Advisory Resource Group, an estimated $466K sold.
Based on aggregated 13F filings for Q4 2023.