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FT Vest US Equity Deep Buffer ETF May

75 hedge funds and large institutions have $129M invested in FT Vest US Equity Deep Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 7275 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6.15% less ownership

Funds ownership: 52.88%46.73% (-6.2%)

11% less capital invested

Capital invested by funds: $145M → $129M (-$16M)

69% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 32

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
10
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
1
Ogorek Anthony Joseph
New York
$24.8M -$622K -15,969 -3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$12.2M -$7.52M -193,227 -39%
RFG
3
REAP Financial Group
Texas
$10.1M +$49.4K +1,270 +0.5%
KAS
4
Kestra Advisory Services
Texas
$8.68M -$128K -3,292 -1%
RJA
5
Raymond James & Associates
Florida
$8.09M -$74.3K -1,910 -0.9%
PWP
6
Precedent Wealth Partners
Texas
$6.39M +$6.22M +159,800 New
TLA
7
Tanglewood Legacy Advisors
Texas
$6.08M -$101K -2,596 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.88M -$19.2K -494 -0.4%
KWM
9
Kingsview Wealth Management
Oregon
$3.65M +$3.56M +91,414 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.57M -$276K -7,094 -7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.52M -$6.94M -178,378 -67%
PSCM
12
Per Stirling Capital Management
Texas
$2.92M +$31K +796 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.45M -$1.64M -42,240 -41%
SWM
14
Spire Wealth Management
Virginia
$2.26M +$53.4K +1,373 +2%
HI
15
Harbour Investments
Wisconsin
$2.23M -$428K -11,002 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.17M -$9.07M -232,877 -81%
Truist Financial
17
Truist Financial
North Carolina
$1.92M -$3.89K -100 -0.2%
IF
18
Integrity Financial
Wyoming
$1.53M +$49.2K +1,263 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.25M -$129K -3,325 -10%
MA
20
Mutual Advisors
Nebraska
$1.13M -$631K -16,200 -37%
OMC
21
Old Mission Capital
Illinois
$1M +$975K +25,036 New
SDH
22
Sloy Dahl & Holst
Washington
$968K -$12.3K -315 -1%
IP
23
Ignite Planners
California
$880K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$872K +$850K +21,825 New
LPL Financial
25
LPL Financial
California
$796K +$129K +3,325 +20%

DMAY Hedge Fund Activity: Q3 2024 in Review

75 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF May (DMAY) for Q3 2024, worth a combined $129M — down 11% from $145M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DMAY positions and 11 closed out — a net gain of 3 holders — while 10 added to existing stakes and 32 trimmed.

The largest buyer was Precedent Wealth Partners, opening a new position worth an estimated $6.22M. The largest seller was Envestnet Asset Management, cutting an estimated $9.07M.

  • 75 institutional investors held FT Vest US Equity Deep Buffer ETF May (DMAY) as of Q3 2024, up from 72 in Q2 2024.
  • Funds reported $129M of FT Vest US Equity Deep Buffer ETF May stock for Q3 2024, down 11% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Deep Buffer ETF May positions in Q3 2024 and 11 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Deep Buffer ETF May buyer in Q3 2024 was Precedent Wealth Partners, an estimated $6.22M added.
  • The largest FT Vest US Equity Deep Buffer ETF May seller in Q3 2024 was Envestnet Asset Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2024.