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FT Vest US Equity Buffer ETF March

127 hedge funds and large institutions have $190M invested in FT Vest US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

7% more funds holding

Funds holding: 119127 (+8)

8.97% less ownership

Funds ownership: 32.23%23.27% (-9%)

33% less capital invested

Capital invested by funds: $284M → $190M (-$93.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

72% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 60

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
17
Reduced
60
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GTS Securities
New York
$2.17M +$2.15M +50,035 New
MSFS
27
Main Street Financial Solutions
Pennsylvania
$2.03M -$4.47K -104 -0.2%
AWS
28
Atria Wealth Solutions
New York
$1.85M -$106K -2,476 -5%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.79M -$120K -2,784 -6%
SW
30
Schulz Wealth
Texas
$1.65M
RA
31
RiverTree Advisors
Florida
$1.62M -$2.18M -50,687 -57%
1SB
32
1ST Source Bank
Indiana
$1.47M -$4.64K -108 -0.3%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.43M +$291K +6,780 +26%
SDH
34
Sloy Dahl & Holst
Washington
$1.43M
PPWM
35
Paragon Private Wealth Management
Kentucky
$1.39M +$74.5K +1,734 +6%
CFGS
36
Concourse Financial Group Securities
Alabama
$1.39M -$28.3K -658 -2%
ASN
37
Advisory Services Network
Georgia
$1.27M +$1.27M +29,457 New
1W
38
1776 Wealth
Georgia
$1.21M
PGWM
39
Pitti Group Wealth Management
New York
$1.16M +$1.15M +26,845 New
MCWS
40
McKinley Carter Wealth Services
West Virginia
$1.09M
AWM
41
AE Wealth Management
Kansas
$1.08M +$206K +4,787 +24%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.05M -$316K -7,350 -23%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.02M -$236K -5,491 -19%
Jane Street
44
Jane Street
New York
$983K +$402K +9,357 +70%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$902K -$81.1K -1,888 -8%
MC
46
McCarthy & Cox
Ohio
$893K
FI
47
FWG Investments
Kentucky
$890K -$29.2K -680 -3%
AAS
48
Ameritas Advisory Services
Nebraska
$859K -$7.13K -166 -0.8%
HIS
49
Harvest Investment Services
Illinois
$835K -$5.46K -127 -0.7%
CW
50
CreativeOne Wealth
Kansas
$826K -$6.67M -155,370 -89%

FMAR Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q4 2024, worth a combined $190M — down 33% from $284M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FMAR positions and 12 closed out — a net gain of 10 holders — while 17 added to existing stakes and 60 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.15M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $57.7M sold.

  • 127 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q4 2024, up from 119 in Q3 2024.
  • Funds reported $190M of FT Vest US Equity Buffer ETF March stock for Q4 2024, down 33% quarter-over-quarter.
  • 22 funds opened new FT Vest US Equity Buffer ETF March positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF March buyer in Q4 2024 was GTS Securities, an estimated $2.15M added.
  • The largest FT Vest US Equity Buffer ETF March seller in Q4 2024 was Mason & Associates (California), an estimated $57.7M sold.

Based on aggregated 13F filings for Q4 2024.