We are live on ! Find out more
DMAR icon

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
AWM
1
AE Wealth Management
Kansas
$19.1M +$2.4M +79,119 +15%
BCM
2
Brookstone Capital Management
Illinois
$4.27M +$4.17M +137,466 New
Osaic Holdings
3
Osaic Holdings
Arizona
$3.57M -$38.8K -1,278 -1%
T
4
TRUADVICE
Florida
$3.19M +$2.71M +89,518 +717%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.05M +$137K +4,503 +5%
SB
6
Strategic Blueprint
Georgia
$2.09M +$134K +4,429 +7%
ACM
7
Advance Capital Management
Michigan
$2.09M -$73.6M -2,425,624 -97%
CW
8
CreativeOne Wealth
Kansas
$1.86M -$164K -5,411 -8%
MA
9
Mutual Advisors
Nebraska
$1.62M +$318K +10,488 +25%
IP
10
Ignite Planners
California
$1.41M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.4M -$947K -31,229 -41%
CAN
12
Cetera Advisor Networks
California
$1.33M +$909K +29,982 +228%
HI
13
Harbour Investments
Wisconsin
$1.32M +$531K +17,499 +70%
WIA
14
World Investment Advisors
California
$1.16M +$13.6K +450 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.06M +$454K +14,981 +78%
CFGS
16
Concourse Financial Group Securities
Alabama
$1.01M +$895K +29,527 +894%
KAS
17
Kestra Advisory Services
Texas
$1M +$226K +7,452 +30%
RJA
18
Raymond James & Associates
Florida
$926K -$373K -12,298 -29%
NA
19
NewEdge Advisors
Louisiana
$877K +$861K +28,400 New
GEA
20
Glen Eagle Advisors
New Jersey
$806K
VA
21
Valmark Advisers
Ohio
$704K
AWS
22
Atria Wealth Solutions
New York
$688K +$213K +7,017 +46%
BOSSRA
23
B.O.S.S. Retirement Advisors
Utah
$636K +$4.7K +155 +0.8%
SCA
24
Sage Capital Advisors
South Dakota
$631K -$49.2K -1,623 -7%
OWA
25
Outlook Wealth Advisors
Texas
$623K -$22.9K -755 -4%

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.