We are live on ! Find out more
FMAY icon

FT Vest US Equity Buffer ETF May

76 hedge funds and large institutions have $161M invested in FT Vest US Equity Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% less funds holding

Funds holding: 7776 (-1)

3.11% less ownership

Funds ownership: 54.29%51.18% (-3.1%)

15% less capital invested

Capital invested by funds: $191M → $161M (-$29.1M)

69% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 32

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
10
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$783K -$429K -11,850 -36%
FPWM
27
FSB Premier Wealth Management
Iowa
$743K -$892K -24,645 -55%
MOS
28
MGO One Seven
Ohio
$727K -$728K -20,124 -50%
LPL Financial
29
LPL Financial
California
$688K -$1.52M -41,889 -69%
IWC
30
Integrated Wealth Concepts
Massachusetts
$682K -$1.01M -27,938 -60%
EP
31
Eudaimonia Partners
Tennessee
$651K
SS
32
Sunbelt Securities
Texas
$639K
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$627K
SI
34
Stephens Inc
Arkansas
$612K
BRWA
35
B. Riley Wealth Advisors
Florida
$611K
APW
36
Aurora Private Wealth
New Jersey
$591K -$4.16K -115 -0.7%
HI
37
Harbour Investments
Wisconsin
$577K
T
38
TRUADVICE
Florida
$560K -$4.67K -129 -0.8%
IF
39
Integrity Financial
Wyoming
$556K
LSA
40
Lion Street Advisors
Texas
$532K +$523K +14,449 New
OMC
41
Old Mission Capital
Illinois
$528K +$519K +14,344 New
Mariner
42
Mariner
Kansas
$524K -$4.67K -129 -0.9%
AWS
43
Atria Wealth Solutions
New York
$487K +$478K +13,212 New
SC
44
Scotia Capital
Ontario, Canada
$465K +$14.4K +399 +3%
SPIA
45
Steward Partners Investment Advisory
New York
$440K -$5.43K -150 -1%
CFGS
46
Concourse Financial Group Securities
Alabama
$428K -$7.49K -207 -2%
FA
47
Flagstar Advisors
New York
$417K -$51.5K -1,425 -11%
Citadel Advisors
48
Citadel Advisors
Florida
$390K +$383K +10,596 New
FFA
49
Fragasso Financial Advisors
Pennsylvania
$380K -$11K -305 -3%
KWS
50
Keystone Wealth Services
California
$367K