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FT Vest US Equity Deep Buffer ETF May

72 hedge funds and large institutions have $145M invested in FT Vest US Equity Deep Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

170% more capital invested

Capital invested by funds: $53.8M → $145M (+$91.6M)

50% more funds holding

Funds holding: 4872 (+24)

17.05% more ownership

Funds ownership: 35.83%52.88% (+17%)

Holders
72
Holders Change
+24
Holders Change %
+50%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
30
Increased
22
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$24.5M +$23.4M +621,610 +4,144%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.1M +$18.7M +497,312 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M +$10.1M +269,288 +1,513%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.2M +$6.34M +168,433 +172%
RFG
5
REAP Financial Group
Texas
$9.7M +$2.5M +66,498 +36%
KAS
6
Kestra Advisory Services
Texas
$8.48M +$3.19M +84,705 +62%
RJA
7
Raymond James & Associates
Florida
$7.86M +$7.69M +204,266 New
TLA
8
Tanglewood Legacy Advisors
Texas
$5.95M -$1.07M -28,511 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.71M +$902K +23,953 +24%
CW
10
CreativeOne Wealth
Kansas
$4.44M +$4.35M +115,453 New
Osaic Holdings
11
Osaic Holdings
Arizona
$3.98M +$1.88M +49,965 +93%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$3.71M +$3.63M +96,422 New
PSCM
13
Per Stirling Capital Management
Texas
$2.78M +$89.2K +2,369 +3%
HI
14
Harbour Investments
Wisconsin
$2.57M +$233K +6,178 +10%
SWM
15
Spire Wealth Management
Virginia
$2.12M +$1.75M +46,520 +542%
Truist Financial
16
Truist Financial
North Carolina
$1.85M +$804K +21,362 +80%
MA
17
Mutual Advisors
Nebraska
$1.7M +$335K +8,902 +25%
IF
18
Integrity Financial
Wyoming
$1.42M +$854K +22,681 +159%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.33M +$743K +19,725 +133%
SDH
20
Sloy Dahl & Holst
Washington
$944K
IP
21
Ignite Planners
California
$856K -$14.2K -376 -2%
RGF
22
Retirement Guys Formula
Ohio
$849K -$13.9K -369 -2%
BTWM
23
Brass Tax Wealth Management
Ohio
$758K
WIA
24
Wetzel Investment Advisors
Indiana
$716K
SS
25
Sunbelt Securities
Texas
$647K +$489K +12,989 +339%

DMAY Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF May (DMAY) for Q2 2024, worth a combined $145M — up 170% from $53.8M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DMAY positions and 4 closed out — a net gain of 26 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Ogorek Anthony Joseph, adding an estimated $23.4M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.

  • 72 institutional investors held FT Vest US Equity Deep Buffer ETF May (DMAY) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $145M of FT Vest US Equity Deep Buffer ETF May stock for Q2 2024, up 170% quarter-over-quarter.
  • 30 funds opened new FT Vest US Equity Deep Buffer ETF May positions in Q2 2024 and 4 closed out, a net change of +26 holders.
  • The largest FT Vest US Equity Deep Buffer ETF May buyer in Q2 2024 was Ogorek Anthony Joseph, an estimated $23.4M added.
  • The largest FT Vest US Equity Deep Buffer ETF May seller in Q2 2024 was Jane Street, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2024.