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FT Vest US Equity Deep Buffer ETF March

59 hedge funds and large institutions have $172M invested in FT Vest US Equity Deep Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

118% more capital invested

Capital invested by funds: $78.7M → $172M (+$92.9M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more funds holding

Funds holding: 4659 (+13)

12.37% more ownership

Funds ownership: 39.22%51.59% (+12%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
14
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Advance Capital Management
Michigan
$75.2M +$75.1M +2,493,290 New
AWM
2
AE Wealth Management
Kansas
$16.3M +$3.28M +108,899 +25%
AFAS
3
Acorn Financial Advisory Services
Virginia
$15.5M -$503K -16,718 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.9M +$2.34M +77,731 +25%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.39M +$80.1K +2,661 +1%
NW
6
NewEdge Wealth
Pennsylvania
$4.5M +$525K +17,450 +13%
SPC
7
Sigma Planning Corp
Michigan
$4.35M -$55.6K -1,845 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.52M +$1.41M +46,700 +67%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.85M +$1.73M +57,423 +155%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.31M +$297K +9,849 +15%
CW
11
CreativeOne Wealth
Kansas
$1.98M +$1.98M +65,754 New
SB
12
Strategic Blueprint
Georgia
$1.91M -$211K -7,018 -10%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$1.75M +$1.75M +58,055 New
NFG
14
Nations Financial Group
Iowa
$1.57M +$1.06M +35,322 +210%
IA
15
IFP Advisors
Florida
$1.48M -$66.9K -2,222 -4%
IP
16
Ignite Planners
California
$1.38M +$1.37M +45,567 New
RJA
17
Raymond James & Associates
Florida
$1.28M -$406K -13,500 -24%
MA
18
Mutual Advisors
Nebraska
$1.27M +$31.6K +1,051 +3%
WIA
19
World Investment Advisors
California
$1.12M
LAS
20
Lloyd Advisory Services
Georgia
$1.08M -$1.17K -39 -0.1%
SPIA
21
Steward Partners Investment Advisory
New York
$975K +$508K +16,856 +109%
Jane Street
22
Jane Street
New York
$798K +$341K +11,315 +75%
GEA
23
Glen Eagle Advisors
New Jersey
$788K -$5.06K -168 -0.6%
HI
24
Harbour Investments
Wisconsin
$758K
KAS
25
Kestra Advisory Services
Texas
$754K +$376K +12,502 +100%

DMAR Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q4 2022, worth a combined $172M — up 118% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DMAR positions and 3 closed out — a net gain of 15 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $75.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.45M sold.

  • 59 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $172M of FT Vest US Equity Deep Buffer ETF March stock for Q4 2022, up 118% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q4 2022 and 3 closed out, a net change of +15 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q4 2022 was Advance Capital Management, an estimated $75.1M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q4 2022 was Old Mission Capital, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2022.