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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
LIA
1
Luken Investment Analytics
Tennessee
$8.42M +$242K +6,973 +3%
RFG
2
REAP Financial Group
Texas
$6.78M +$6.53M +187,894 New
TLA
3
Tanglewood Legacy Advisors
Texas
$6.66M -$41K -1,179 -0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.04M +$954K +27,441 +24%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.05M -$311K -8,952 -7%
KAS
6
Kestra Advisory Services
Texas
$3.76M +$2.77M +79,711 +325%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.46M +$270K +7,761 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.85M -$787K -22,624 -22%
PSCM
9
Per Stirling Capital Management
Texas
$2.33M +$50K +1,439 +2%
HI
10
Harbour Investments
Wisconsin
$2.19M
CAN
11
Cetera Advisor Networks
California
$1.67M +$213K +6,130 +15%
Truist Financial
12
Truist Financial
North Carolina
$1.51M -$33K -949 -2%
MA
13
Mutual Advisors
Nebraska
$1.45M -$48.7K -1,400 -3%
CW
14
CreativeOne Wealth
Kansas
$1.08M -$1.46M -41,986 -58%
CFGS
15
Concourse Financial Group Securities
Alabama
$1.05M -$231K -6,632 -19%
FIM
16
Freedom Investment Management
Connecticut
$1.01M +$977K +28,098 New
SDH
17
Sloy Dahl & Holst
Washington
$886K
IP
18
Ignite Planners
California
$853K -$106K -3,053 -11%
SCA
19
Sage Capital Advisors
South Dakota
$846K +$41.6K +1,198 +5%
RGF
20
Retirement Guys Formula
Ohio
$786K
CA
21
Cetera Advisors
Colorado
$749K +$1.84K +53 +0.3%
ACM
22
Advance Capital Management
Michigan
$674K -$609K -17,512 -48%
WIA
23
Wetzel Investment Advisors
Indiana
$669K +$644K +18,534 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$633K -$67.8K -1,950 -10%
IF
25
Integrity Financial
Wyoming
$628K -$51.2K -1,473 -8%

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.