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FT Vest US Equity Deep Buffer ETF March

71 hedge funds and large institutions have $123M invested in FT Vest US Equity Deep Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

149% more capital invested

Capital invested by funds: $49.3M → $123M (+$73.3M)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

20.27% more ownership

Funds ownership: 24.32%44.59% (+20%)

16% more funds holding

Funds holding: 6171 (+10)

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
33
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$858K +$127K +3,721 +18%
AWS
27
Atria Wealth Solutions
New York
$823K +$161K +4,711 +25%
ACM
28
Advance Capital Management
Michigan
$821K
LPL Financial
29
LPL Financial
California
$659K +$204K +5,959 +46%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$654K +$248K +7,230 +63%
IA
31
IFP Advisors
Florida
$640K +$3.9K +114 +0.6%
CA
32
Cetera Advisors
Colorado
$633K +$110K +3,219 +22%
MML Investors Services
33
MML Investors Services
Massachusetts
$586K +$361K +10,549 +169%
IF
34
Integrity Financial
Wyoming
$559K +$310K +9,057 +130%
OAJ
35
Ogorek Anthony Joseph
New York
$534K +$485K +14,174 +1,250%
MAG
36
Mayfair Advisory Group
Alabama
$533K +$523K +15,284 New
NA
37
NewEdge Advisors
Louisiana
$511K +$59.6K +1,740 +13%
AAS
38
Ameritas Advisory Services
Nebraska
$493K +$487K +14,226 New
Truist Financial
39
Truist Financial
North Carolina
$474K +$50K +1,460 +12%
SW
40
Schulz Wealth
Texas
$468K -$144K -4,212 -24%
AWA
41
Acorn Wealth Advisors
Michigan
$424K +$416K +12,148 New
SWP
42
Stratos Wealth Partners
Ohio
$396K +$5K +146 +1%
RJA
43
Raymond James & Associates
Florida
$302K +$296K +8,651 New
BCI
44
Brinker Capital Investments
Pennsylvania
$301K +$63.7K +1,860 +28%
OPS
45
Orion Portfolio Solutions
Nebraska
$301K +$63.7K +1,860 +28%
CAM
46
Cresset Asset Management
Illinois
$297K +$292K +8,515 New
AFAS
47
Acorn Financial Advisory Services
Virginia
$288K -$46.1K -1,347 -14%
SS
48
Sunbelt Securities
Texas
$277K +$49.1K +1,435 +22%
CIAS
49
Capital Investment Advisory Services
North Carolina
$274K +$228K +6,662 +557%
ACMA
50
Arbor Capital Management (Alaska)
Alaska
$270K +$30K +876 +13%

DMAR Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q1 2024, worth a combined $123M — up 149% from $49.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMAR positions and 10 closed out — a net gain of 10 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Lifestyle Asset Management, opening a new position worth an estimated $27.9M. The largest seller was Gerber Kawasaki Wealth & Investment Management, exiting entirely with an estimated $1.7M sold.

  • 71 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $123M of FT Vest US Equity Deep Buffer ETF March stock for Q1 2024, up 149% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q1 2024 was Lifestyle Asset Management, an estimated $27.9M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q1 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2024.