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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
OC
1
Oppenheimer & Co
New York
$21.6M +$21M +599,727 New
LAM
2
Lifestyle Asset Management
Texas
$21.5M -$7.62M -217,603 -27%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$11M +$4.58M +130,708 +75%
KAS
4
Kestra Advisory Services
Texas
$8.27M +$525K +15,004 +7%
FWM
5
Foguth Wealth Management
Michigan
$5.48M +$954K +27,239 +22%
SAMC
6
Spectrum Asset Management (California)
California
$5.14M -$4.97M -141,958 -50%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.93M +$3.94M +112,461 +457%
SWM
8
Scissortail Wealth Management
Oklahoma
$4.77M +$64.3K +1,836 +1%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.72M +$2.63M +75,175 +134%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.42M +$1.18M +33,576 +38%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.95M +$478K +13,641 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.91M -$132K -3,760 -3%
RJA
13
Raymond James & Associates
Florida
$3.88M +$3.47M +99,208 +1,147%
AWM
14
AE Wealth Management
Kansas
$2.21M +$1.21M +34,643 +129%
SWM
15
Spire Wealth Management
Virginia
$2.18M +$2.06M +58,742 +3,355%
IP
16
Ignite Planners
California
$1.99M +$15.2K +435 +0.8%
HI
17
Harbour Investments
Wisconsin
$1.91M +$27.6K +789 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.71M -$6.48M -185,138 -80%
RFG
19
REAP Financial Group
Texas
$1.55M +$373K +10,641 +33%
1SB
20
1ST Source Bank
Indiana
$1.52M – – –
WIA
21
World Investment Advisors
California
$1.48M – – –
WIA
22
Wetzel Investment Advisors
Indiana
$1.44M +$3.99K +114 +0.3%
Jane Street
23
Jane Street
New York
$1.33M +$1.29M +36,868 New
IF
24
Integrity Financial
Wyoming
$1.31M +$715K +20,417 +127%
MA
25
Mutual Advisors
Nebraska
$1.28M -$18.3K -524 -1%
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.