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FT Vest US Equity Deep Buffer ETF May

57 hedge funds and large institutions have $59.4M invested in FT Vest US Equity Deep Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5657 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.71% less ownership

Funds ownership: 36%32.28% (-3.7%)

15% less capital invested

Capital invested by funds: $69.7M → $59.4M (-$10.3M)

83% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 30

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
5
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
Luken Investment Analytics
Tennessee
$7.66M -$36.7K -1,067 -0.5%
TLA
2
Tanglewood Legacy Advisors
Texas
$6.29M -$190K -5,534 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.11M -$174K -5,069 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.8M -$19.6K -569 -0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.44M -$5.04M -146,653 -59%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.99M -$48.4K -1,407 -2%
CW
7
CreativeOne Wealth
Kansas
$2.43M -$190K -5,513 -7%
PSCM
8
Per Stirling Capital Management
Texas
$2.14M -$589K -17,123 -21%
HI
9
Harbour Investments
Wisconsin
$2.05M +$50.3K +1,463 +2%
Truist Financial
10
Truist Financial
North Carolina
$1.45M -$5.95K -173 -0.4%
MA
11
Mutual Advisors
Nebraska
$1.41M -$10.3K -300 -0.7%
CAN
12
Cetera Advisor Networks
California
$1.36M -$113K -3,288 -8%
ACM
13
Advance Capital Management
Michigan
$1.23M -$374K -10,884 -23%
CFGS
14
Concourse Financial Group Securities
Alabama
$1.21M -$31.7K -922 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.16M
3LCM
16
3D/L Capital Management
Connecticut
$921K +$935K +27,188 New
IP
17
Ignite Planners
California
$902K
KAS
18
Kestra Advisory Services
Texas
$831K +$30.3K +880 +4%
SDH
19
Sloy Dahl & Holst
Washington
$831K
SCA
20
Sage Capital Advisors
South Dakota
$753K -$17.2K -501 -2%
RGF
21
Retirement Guys Formula
Ohio
$737K -$1.48M -42,953 -66%
CA
22
Cetera Advisors
Colorado
$701K -$40K -1,163 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$660K -$126K -3,676 -16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$648K +$658K +19,135 New
AWS
25
Atria Wealth Solutions
New York
$645K -$213K -6,188 -25%

DMAY Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF May (DMAY) for Q3 2023, worth a combined $59.4M — down 15% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DMAY positions and 6 closed out — a net gain of 1 holder — while 5 added to existing stakes and 30 trimmed.

The largest buyer was 3D/L Capital Management, opening a new position worth an estimated $935K. The largest seller was Osaic Holdings, cutting an estimated $5.04M.

  • 57 institutional investors held FT Vest US Equity Deep Buffer ETF May (DMAY) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $59.4M of FT Vest US Equity Deep Buffer ETF May stock for Q3 2023, down 15% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Deep Buffer ETF May positions in Q3 2023 and 6 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF May buyer in Q3 2023 was 3D/L Capital Management, an estimated $935K added.
  • The largest FT Vest US Equity Deep Buffer ETF May seller in Q3 2023 was Osaic Holdings, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2023.