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FT Vest US Equity Buffer ETF May

85 hedge funds and large institutions have $160M invested in FT Vest US Equity Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 9185 (-6)

11.07% less ownership

Funds ownership: 40.68%29.61% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less capital invested

Capital invested by funds: $227M → $160M (-$66.4M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

74% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 50

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
13
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.26M -$26.1K -617 -2%
1W
27
1776 Wealth
Georgia
$1.24M
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.14M
CW
29
CreativeOne Wealth
Kansas
$1.1M +$1.08M +25,497 New
MCWS
30
McKinley Carter Wealth Services
West Virginia
$1.06M
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$1M -$312K -7,371 -24%
AWS
32
Atria Wealth Solutions
New York
$997K +$34.1K +805 +4%
LSA
33
Lion Street Advisors
Texas
$840K
Truist Financial
34
Truist Financial
North Carolina
$803K -$974 -23 -0.1%
IWC
35
Integrated Wealth Concepts
Massachusetts
$784K +$42 +1 +0%
EP
36
Eudaimonia Partners
Tennessee
$753K -$6.02K -142 -0.8%
Jane Street
37
Jane Street
New York
$722K +$255K +6,026 +56%
IF
38
Integrity Financial
Wyoming
$720K -$25.8K -610 -4%
BFG
39
Bouchey Financial Group
New York
$713K -$3.85K -91 -0.5%
HighTower Advisors
40
HighTower Advisors
Illinois
$688K -$16.1K -381 -2%
MML Investors Services
41
MML Investors Services
Massachusetts
$661K -$209K -4,926 -24%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$641K -$4.24K -100 -0.7%
Mariner
43
Mariner
Kansas
$581K -$805 -19 -0.1%
CBFP
44
Cedar Brook Financial Partners
Ohio
$570K -$190K -4,473 -25%
SWA
45
SOA Wealth Advisors
New York
$543K
CFGS
46
Concourse Financial Group Securities
Alabama
$521K -$221K -5,227 -30%
ARC
47
Advisor Resource Council
Texas
$515K -$818K -19,310 -61%
SPIA
48
Steward Partners Investment Advisory
New York
$502K -$2.54K -60 -0.5%
FA
49
Flagstar Advisors
New York
$472K
SS
50
Sunbelt Securities
Texas
$451K -$60.4K -1,426 -12%

FMAY Hedge Fund Activity: Q1 2024 in Review

85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q1 2024, worth a combined $160M — down 29% from $227M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FMAY and 7 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 13 added.

The largest buyer was FOCUS Wealth Advisors, adding an estimated $3.19M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $29.9M sold.

  • 85 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q1 2024, down from 91 in Q4 2023.
  • Funds reported $160M of FT Vest US Equity Buffer ETF May stock for Q1 2024, down 29% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF May positions in Q1 2024 and 13 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q1 2024 was FOCUS Wealth Advisors, an estimated $3.19M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q1 2024 was Freedom Investment Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2024.