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FT Vest US Equity Deep Buffer ETF May

56 hedge funds and large institutions have $69.7M invested in FT Vest US Equity Deep Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

50% more capital invested

Capital invested by funds: $46.4M → $69.7M (+$23.4M)

22% more funds holding

Funds holding: 4656 (+10)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0.5% more ownership

Funds ownership: 35.5%36% (+0.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
15
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.5M +$5.03M +151,586 +157%
LIA
2
Luken Investment Analytics
Tennessee
$7.79M +$7.55M +227,258 New
TLA
3
Tanglewood Legacy Advisors
Texas
$6.55M +$40K +1,205 +0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.33M +$70.1K +2,110 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.86M +$1.91M +57,576 +105%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.07M +$752K +22,641 +34%
PSCM
7
Per Stirling Capital Management
Texas
$2.75M +$2.67M +80,294 New
CW
8
CreativeOne Wealth
Kansas
$2.65M +$2.57M +77,306 New
RGF
9
Retirement Guys Formula
Ohio
$2.22M -$7.18M -216,165 -77%
HI
10
Harbour Investments
Wisconsin
$2.03M -$592K -17,846 -23%
ACM
11
Advance Capital Management
Michigan
$1.61M -$65.3K -1,968 -4%
CAN
12
Cetera Advisor Networks
California
$1.49M +$369K +11,109 +34%
Truist Financial
13
Truist Financial
North Carolina
$1.48M +$1.07M +32,135 +296%
MA
14
Mutual Advisors
Nebraska
$1.44M -$13.1K -396 -0.9%
CFGS
15
Concourse Financial Group Securities
Alabama
$1.26M +$36.8K +1,108 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.17M +$1.14M +34,209 New
Jane Street
17
Jane Street
New York
$926K +$896K +27,001 New
IP
18
Ignite Planners
California
$912K +$830 +25 +0.1%
AWS
19
Atria Wealth Solutions
New York
$865K -$697 -21 -0.1%
SDH
20
Sloy Dahl & Holst
Washington
$841K
KAS
21
Kestra Advisory Services
Texas
$811K -$53.9K -1,623 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$794K -$411K -12,367 -35%
SCA
23
Sage Capital Advisors
South Dakota
$780K +$755K +22,727 New
Citadel Advisors
24
Citadel Advisors
Florida
$778K +$439K +13,218 +140%
SWM
25
Spire Wealth Management
Virginia
$761K +$736K +22,173 New

DMAY Hedge Fund Activity: Q2 2023 in Review

56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF May (DMAY) for Q2 2023, worth a combined $69.7M — up 50% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DMAY positions and 8 closed out — a net gain of 10 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Luken Investment Analytics, opening a new position worth an estimated $7.55M. The largest seller was Retirement Guys Formula, cutting an estimated $7.18M.

  • 56 institutional investors held FT Vest US Equity Deep Buffer ETF May (DMAY) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $69.7M of FT Vest US Equity Deep Buffer ETF May stock for Q2 2023, up 50% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF May positions in Q2 2023 and 8 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF May buyer in Q2 2023 was Luken Investment Analytics, an estimated $7.55M added.
  • The largest FT Vest US Equity Deep Buffer ETF May seller in Q2 2023 was Retirement Guys Formula, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2023.