We are live on ! Find out more
YSEP icon

FT Vest International Equity Buffer ETF September

46 hedge funds and large institutions have $43.5M invested in FT Vest International Equity Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

37% more capital invested

Capital invested by funds: $31.7M → $43.5M (+$11.8M)

24% more funds holding

Funds holding: 3746 (+9)

11.19% less ownership

Funds ownership: 86.78%75.59% (-11%)

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
26
WealthGarden F.S.
California
$349K +$154K +6,953 +76%
DI
27
Diligent Investors
California
$334K +$341K +15,400 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$316K +$322K +14,542 New
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$306K +$8.57K +387 +3%
1W
30
1776 Wealth
Georgia
$299K
AA
31
AlphaMark Advisors
Kentucky
$291K -$22.1K -1,000 -7%
AWS
32
Atria Wealth Solutions
New York
$237K +$11.6K +524 +5%
HI
33
Harbour Investments
Wisconsin
$193K +$119K +5,388 +154%
SWA
34
SOA Wealth Advisors
New York
$131K +$106K +4,779 +376%
DFA
35
DHJJ Financial Advisors
Illinois
$104K
AWM
36
AE Wealth Management
Kansas
$71.9K +$73.3K +3,312 New
WA
37
Whipplewood Advisors
Colorado
$45.6K +$46.5K +2,100 New
CFD
38
Creative Financial Designs
Indiana
$31.3K +$31.9K +1,441 New
LFG
39
Larson Financial Group
Missouri
$26.4K +$26.9K +1,216 New
JP Morgan Chase
40
JP Morgan Chase
New York
$26K -$352K -15,916 -93%
IA
41
IFP Advisors
Florida
$21.4K -$9.96K -450 -31%
CAL
42
Capital Analysts LLC
Pennsylvania
$14K
UBS Group
43
UBS Group
Switzerland
$12.1K +$12.4K +558 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$11K
SPIA
45
Steward Partners Investment Advisory
New York
$6.51K
PS
46
Principal Securities
Iowa
$4.34K +$4.43K +200 New
VA
47
Valmark Advisers
Ohio
-$833K -36,490 Closed
Jane Street
48
Jane Street
New York
-$569K -24,919 Closed
JIP
49
Jaffetilchin Investment Partners
Florida
-$20.1K -880 Closed

YSEP Hedge Fund Activity: Q4 2024 in Review

46 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Buffer ETF September (YSEP) for Q4 2024, worth a combined $43.5M — up 37% from $31.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new YSEP positions and 3 closed out — a net gain of 12 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $4.03M. The largest seller was Valmark Advisers, exiting entirely with an estimated $833K sold.

  • 46 institutional investors held FT Vest International Equity Buffer ETF September (YSEP) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $43.5M of FT Vest International Equity Buffer ETF September stock for Q4 2024, up 37% quarter-over-quarter.
  • 15 funds opened new FT Vest International Equity Buffer ETF September positions in Q4 2024 and 3 closed out, a net change of +12 holders.
  • The largest FT Vest International Equity Buffer ETF September buyer in Q4 2024 was Rockefeller Capital Management, an estimated $4.03M added.
  • The largest FT Vest International Equity Buffer ETF September seller in Q4 2024 was Valmark Advisers, an estimated $833K sold.

Based on aggregated 13F filings for Q4 2024.