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FT Vest US Equity Deep Buffer ETF March

70 hedge funds and large institutions have $67M invested in FT Vest US Equity Deep Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

19% more funds holding

Funds holding: 5970 (+11)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

17.2% less ownership

Funds ownership: 51.59%34.39% (-17%)

61% less capital invested

Capital invested by funds: $172M → $67M (-$105M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
22
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$621K -$370K -12,194 -38%
IA
27
IFP Advisors
Florida
$572K -$920K -30,333 -61%
SWP
28
Stratos Wealth Partners
Ohio
$546K +$537K +17,695 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$546K -$5.89M -194,221 -92%
OMC
30
Old Mission Capital
Illinois
$543K +$533K +17,582 New
NW
31
NewEdge Wealth
Pennsylvania
$539K -$4M -131,750 -88%
HFM
32
Hartford Financial Management
Connecticut
$524K -$11.2K -370 -2%
GLR
33
Great Lakes Retirement
Ohio
$520K +$511K +16,855 New
FPWM
34
FSB Premier Wealth Management
Iowa
$506K +$135K +4,450 +37%
AAS
35
Ameritas Advisory Services
Nebraska
$466K +$122K +4,024 +37%
MCWS
36
McKinley Carter Wealth Services
West Virginia
$355K +$349K +11,500 New
Truist Financial
37
Truist Financial
North Carolina
$335K +$329K +10,833 New
AFAS
38
Acorn Financial Advisory Services
Virginia
$332K -$15.3M -504,277 -98%
CAAS
39
Capital Asset Advisory Services
Michigan
$320K -$104K -3,424 -25%
CA
40
Cetera Advisors
Colorado
$304K +$34.7K +1,143 +13%
LPL Financial
41
LPL Financial
California
$304K
PA
42
PFG Advisors
Arizona
$290K +$284K +9,375 New
SG
43
StoneX Group
New York
$285K +$11.2K +370 +4%
CP
44
Camelot Portfolios
Ohio
$283K +$16.6K +546 +6%
DIM
45
Delta Investment Management
California
$277K -$26.3K -866 -9%
IWN
46
Independent Wealth Network
Iowa
$274K +$269K +8,866 New
AWA
47
Authentikos Wealth Advisory
California
$249K +$250K +8,246 New
Mariner
48
Mariner
Kansas
$231K +$940 +31 +0.4%
ACMA
49
Arbor Capital Management (Alaska)
Alaska
$222K +$217K +7,170 New
LNC
50
Lincoln National Corp
Pennsylvania
$216K +$212K +7,000 New

DMAR Hedge Fund Activity: Q1 2023 in Review

70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q1 2023, worth a combined $67M — down 61% from $172M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DMAR positions and 10 closed out — a net gain of 12 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $4.17M. The largest seller was Advance Capital Management, cutting an estimated $73.6M.

  • 70 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $67M of FT Vest US Equity Deep Buffer ETF March stock for Q1 2023, down 61% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q1 2023 and 10 closed out, a net change of +12 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q1 2023 was Brookstone Capital Management, an estimated $4.17M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q1 2023 was Advance Capital Management, an estimated $73.6M sold.

Based on aggregated 13F filings for Q1 2023.