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FT Vest US Equity Buffer ETF May

91 hedge funds and large institutions have $227M invested in FT Vest US Equity Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $216M → $227M (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9291 (-1)

4.24% less ownership

Funds ownership: 44.92%40.68% (-4.2%)

65% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 46

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
16
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
26
Advisor Resource Council
Texas
$1.32M +$193K +4,902 +18%
CA
27
Cetera Advisors
Colorado
$1.28M -$269K -6,826 -18%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$1.26M +$101K +2,554 +9%
HI
29
Harbour Investments
Wisconsin
$1.26M +$10.2K +259 +0.9%
RJA
30
Raymond James & Associates
Florida
$1.24M -$3.95K -100 -0.3%
1W
31
1776 Wealth
Georgia
$1.19M
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.09M -$337K -8,530 -24%
MW
33
MBL Wealth
North Carolina
$1.02M +$976K +24,728 New
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.02M
BTWM
35
Baker Tilly Wealth Management
Wisconsin
$1.01M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.01M +$713K +18,063 +292%
AWS
37
Atria Wealth Solutions
New York
$923K +$92.6K +2,347 +12%
LSA
38
Lion Street Advisors
Texas
$840K -$12.1K -307 -1%
MML Investors Services
39
MML Investors Services
Massachusetts
$838K +$444K +11,260 +126%
Truist Financial
40
Truist Financial
North Carolina
$771K -$137K -3,467 -16%
Goldman Sachs
41
Goldman Sachs
New York
$765K +$729K +18,464 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$752K -$15K -379 -2%
CBFP
43
Cedar Brook Financial Partners
Ohio
$734K -$138K -3,490 -16%
EP
44
Eudaimonia Partners
Tennessee
$728K -$4.5K -114 -0.6%
CFGS
45
Concourse Financial Group Securities
Alabama
$716K -$3.63K -92 -0.5%
IF
46
Integrity Financial
Wyoming
$716K -$219K -5,551 -24%
FPWM
47
FSB Premier Wealth Management
Iowa
$705K -$7.58K -192 -1%
BFG
48
Bouchey Financial Group
New York
$688K -$401K -10,155 -38%
HighTower Advisors
49
HighTower Advisors
Illinois
$675K +$15K +381 +2%
WS
50
Wedbush Securities
California
$655K -$7.89K -200 -1%

FMAY Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q4 2023, worth a combined $227M — up 5.2% from $216M a quarter earlier.

Fund positioning in FMAY was balanced in Q4 2023: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 46 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $28.5M. The largest seller was AE Wealth Management, cutting an estimated $23.5M.

  • 91 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q4 2023, down from 92 in Q3 2023.
  • Funds reported $227M of FT Vest US Equity Buffer ETF May stock for Q4 2023, up 5.2% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Buffer ETF May positions in Q4 2023 and 8 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q4 2023 was Freedom Investment Management, an estimated $28.5M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q4 2023 was AE Wealth Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2023.