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FT Vest US Equity Deep Buffer ETF March
DMAR

90 hedge funds and large institutions have $146M invested in FT Vest US Equity Deep Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

27% more funds holding

Funds holding: 71 → 90 (+19)

19% more capital invested

Capital invested by funds: $123M → $146M (+$23.9M)

4.75% less ownership

Funds ownership: 44.59% → 39.84% (-4.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
90
Holders Change
+19
Holders Change %
+26.76%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
31
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OC
Oppenheimer & Co
New York
+$21M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.58M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.94M
4
RJA
Raymond James & Associates
Florida
+$3.47M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$2.63M

Top Sellers

1
LAM
Lifestyle Asset Management
Texas
-$7.62M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.48M
3
SAMC
Spectrum Asset Management (California)
California
-$4.97M
4
CW
CreativeOne Wealth
Kansas
-$4.92M
5
SAW
Signal Advisors Wealth
Michigan
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
26
FSB Premier Wealth Management
Iowa
$1.14M +$91.3K +2,609 +9%
AWS
27
Atria Wealth Solutions
New York
$969K +$117K +3,355 +14%
GEA
28
Glen Eagle Advisors
New Jersey
$940K – – –
MOS
29
MGO One Seven
Ohio
$915K +$889K +25,405 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$821K +$575K +16,426 +258%
LPL Financial
31
LPL Financial
California
$730K +$48.7K +1,390 +7%
OAJ
32
Ogorek Anthony Joseph
New York
$696K +$141K +4,026 +26%
IA
33
IFP Advisors
Florida
$693K +$31.9K +912 +5%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$674K – – –
ACM
35
Advance Capital Management
Michigan
$621K -$219K -6,268 -27%
MWM
36
Maltin Wealth Management
New Jersey
$609K +$342K +9,779 +137%
UAG
37
United Advisor Group
Ohio
$609K +$592K +16,904 New
MML Investors Services
38
MML Investors Services
Massachusetts
$606K +$1.05K +30 +0.2%
OMC
39
Old Mission Capital
Illinois
$595K +$579K +16,537 New
GS
40
GTS Securities
New York
$592K +$576K +16,441 New
SAW
41
Signal Advisors Wealth
Michigan
$589K -$3.81M -108,693 -87%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$584K -$668K -19,093 -54%
NA
43
NewEdge Advisors
Louisiana
$563K +$35K +1,000 +7%
AAS
44
Ameritas Advisory Services
Nebraska
$540K +$27.6K +787 +6%
Citadel Advisors
45
Citadel Advisors
Florida
$516K +$502K +14,330 New
Truist Financial
46
Truist Financial
North Carolina
$514K +$24.2K +692 +5%
SW
47
Schulz Wealth
Texas
$483K – – –
AAS
48
Avantax Advisory Services
Texas
$472K +$459K +13,108 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$466K +$453K +12,948 New
CW
50
CreativeOne Wealth
Kansas
$460K -$4.92M -140,615 -92%
1
2
3 4

DMAR Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q2 2024, worth a combined $146M — up 19% from $123M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DMAR positions and 2 closed out — a net gain of 21 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $21M. The largest seller was Lifestyle Asset Management, cutting an estimated $7.62M.

  • 90 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q2 2024, up from 71 in Q1 2024.
  • Funds reported $146M of FT Vest US Equity Deep Buffer ETF March stock for Q2 2024, up 19% quarter-over-quarter.
  • 23 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q2 2024 and 2 closed out, a net change of +21 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q2 2024 was Oppenheimer & Co, an estimated $21M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q2 2024 was Lifestyle Asset Management, an estimated $7.62M sold.

Based on aggregated 13F filings for Q2 2024.