FT Vest US Equity Buffer ETF March
FMAR
68 hedge funds and large institutions have $90.9M invested in FT Vest US Equity Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 15 closing their positions.
56% more capital inflows, than outflows
Capital inflows: $13.5M | Capital outflows: $8.68M
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
0.63% less ownership
Funds ownership: 32.4% → 31.78% (-0.63%)
7% less funds holding
Funds holding: 73 → 68 (-5)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$3.51M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.48M |
| 3 |
1W
1776 Wealth
Atlanta,
Georgia
|
+$989K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$855K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.62M |
| 2 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$915K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$790K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$748K |
| 5 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$575K |
FMAR Hedge Fund Activity: Q2 2023 in Review
68 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF March (FMAR) for Q2 2023, worth a combined $90.9M — up 12% from $81.1M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FMAR and 10 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 29 added.
The largest buyer was Blue Bell Private Wealth Management, adding an estimated $3.51M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $1.62M sold.
- 68 institutional investors held FT Vest US Equity Buffer ETF March (FMAR) as of Q2 2023, down from 73 in Q1 2023.
- Funds reported $90.9M of FT Vest US Equity Buffer ETF March stock for Q2 2023, up 12% quarter-over-quarter.
- 10 funds opened new FT Vest US Equity Buffer ETF March positions in Q2 2023 and 15 closed out, a net change of -5 holders.
- The largest FT Vest US Equity Buffer ETF March buyer in Q2 2023 was Blue Bell Private Wealth Management, an estimated $3.51M added.
- The largest FT Vest US Equity Buffer ETF March seller in Q2 2023 was CreativeOne Wealth, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2023.