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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.25M +$1.38M +62,423 +35%
Raymond James Financial
2
Raymond James Financial
Florida
$5.15M +$5.26M +237,402 New
LA
3
LM Advisors
California
$4.17M -$250K -11,283 -6%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$3.95M +$4.03M +182,001 New
CCFM
5
Clear Creek Financial Management
Washington
$2.88M +$2.94M +132,748 New
Osaic Holdings
6
Osaic Holdings
Arizona
$2.6M +$585K +26,418 +28%
BCM
7
Brookstone Capital Management
Illinois
$2.44M -$275K -12,431 -10%
CB
8
Chris Bulman
California
$2.13M -$283K -12,796 -12%
NAM
9
NorthCrest Asset Manangement
Minnesota
$1.59M +$648K +29,263 +67%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.49M -$34.2K -1,543 -2%
SOS
11
Silver Oak Securities
Tennessee
$1.24M +$286K +12,915 +29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$982K -$9.59K -433 -0.9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$965K +$370K +16,725 +60%
Citadel Advisors
14
Citadel Advisors
Florida
$880K +$583K +26,344 +185%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$554K +$262K +11,833 +86%
CFGS
16
Concourse Financial Group Securities
Alabama
$539K -$16.3K -734 -3%
Corient Private Wealth
17
Corient Private Wealth
Florida
$504K
ASN
18
Advisory Services Network
Georgia
$474K +$484K +21,857 New
IF
19
Integrity Financial
Wyoming
$473K +$202K +9,108 +72%
SS
20
Sunbelt Securities
Texas
$436K +$444K +20,030 New
AIP
21
Ameritas Investment Partners
Nebraska
$417K +$73.7K +3,330 +21%
PFS
22
Prospera Financial Services
Texas
$412K
FPWM
23
Five Pine Wealth Management
Idaho
$387K +$395K +17,834 New
WW
24
Winnow Wealth
Texas
$382K +$390K +17,632 New
SPC
25
Sigma Planning Corp
Michigan
$371K +$36.5K +1,647 +11%

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.