We are live on ! Find out more
DMAY icon

FT Vest US Equity Deep Buffer ETF May

49 hedge funds and large institutions have $66.2M invested in FT Vest US Equity Deep Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $59.4M → $66.2M (+$6.78M)

1.04% more ownership

Funds ownership: 32.28%33.32% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less funds holding

Funds holding: 5749 (-8)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
8
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
26
Ogorek Anthony Joseph
New York
$541K
ACM
27
AlphaStar Capital Management
North Carolina
$481K
CA
28
Cambridge Advisors
Nebraska
$452K
AWS
29
Atria Wealth Solutions
New York
$412K -$265K -7,616 -40%
FPWM
30
FSB Premier Wealth Management
Iowa
$392K -$10.4K -300 -3%
SWM
31
Spire Wealth Management
Virginia
$380K
TC
32
TownSquare Capital
Utah
$343K -$70 -2 -0%
LPL Financial
33
LPL Financial
California
$337K +$325K +9,339 New
MSFS
34
Main Street Financial Solutions
Pennsylvania
$334K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$288K -$117K -3,364 -30%
KPWS
36
Kestra Private Wealth Services
Texas
$271K
AWM
37
AE Wealth Management
Kansas
$267K -$5.21K -150 -2%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$254K -$2.15K -62 -0.9%
SG
39
StoneX Group
New York
$244K
CWP
40
Core Wealth Partners
California
$226K
ACMA
41
Arbor Capital Management (Alaska)
Alaska
$201K +$195K +5,603 New
SS
42
Sunbelt Securities
Texas
$138K
SWA
43
SOA Wealth Advisors
New York
$128K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$125K +$120K +3,462 New
TWM
45
Tradition Wealth Management
Minnesota
$110K
PTC
46
Private Trust Company
Ohio
$94.4K
DFA
47
DHJJ Financial Advisors
Illinois
$62.6K
NA
48
NewEdge Advisors
Louisiana
$22.9K
NS
49
NBC Securities
Alabama
$17K
JP Morgan Chase
50
JP Morgan Chase
New York
-$1.16M -34,209 Closed

DMAY Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF May (DMAY) for Q4 2023, worth a combined $66.2M — up 11% from $59.4M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DMAY and 6 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Kestra Advisory Services, adding an estimated $2.77M. The largest seller was CreativeOne Wealth, cutting an estimated $1.46M.

  • 49 institutional investors held FT Vest US Equity Deep Buffer ETF May (DMAY) as of Q4 2023, down from 57 in Q3 2023.
  • Funds reported $66.2M of FT Vest US Equity Deep Buffer ETF May stock for Q4 2023, up 11% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF May positions in Q4 2023 and 14 closed out, a net change of -8 holders.
  • The largest FT Vest US Equity Deep Buffer ETF May buyer in Q4 2023 was Kestra Advisory Services, an estimated $2.77M added.
  • The largest FT Vest US Equity Deep Buffer ETF May seller in Q4 2023 was CreativeOne Wealth, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.