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FT Vest US Equity Buffer ETF May
FMAY

122 hedge funds and large institutions have $246M invested in FT Vest US Equity Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 121 → 122 (+1)

5% less capital invested

Capital invested by funds: $258M → $246M (-$12.2M)

6.27% less ownership

Funds ownership: 35.38% → 29.11% (-6.3%)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
34
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$2.94M
2
AssetMark Inc
AssetMark Inc
California
+$1.96M
3
SAW
Signal Advisors Wealth
Michigan
+$1.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.74M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.7M
2
WIM
WealthPlan Investment Management
Nebraska
-$6.21M
3
CCFM
Clear Creek Financial Management
Washington
-$4.54M
4
WP
WealthPLAN Partners
Nebraska
-$3.82M
5
IA
IFP Advisors
Florida
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
26
Sloy Dahl & Holst
Washington
$2.01M -$51.1K -1,130 -3%
NA
27
NewEdge Advisors
Louisiana
$2.01M -$274K -6,059 -12%
IAN
28
Integrated Advisors Network
Texas
$1.93M +$156K +3,446 +9%
IP
29
Ignite Planners
California
$1.8M – – –
SWA
30
SOA Wealth Advisors
New York
$1.38M -$13.6K -301 -1%
1W
31
1776 Wealth
Georgia
$1.34M – – –
AWS
32
Atria Wealth Solutions
New York
$1.33M -$147K -3,259 -10%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.3M – – –
AWM
34
Accel Wealth Management
Iowa
$1.29M -$36.2K -800 -3%
BFG
35
Bouchey Financial Group
New York
$1.23M +$281K +6,221 +31%
IF
36
Integrity Financial
Wyoming
$1.2M +$99.2K +2,194 +9%
MCWS
37
McKinley Carter Wealth Services
West Virginia
$1.11M – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.08M +$1.05M +23,286 New
HI
39
Harbour Investments
Wisconsin
$986K -$273K -6,028 -22%
Jane Street
40
Jane Street
New York
$969K +$942K +20,826 New
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$935K +$57.3K +1,268 +7%
AI
42
Atria Investments
North Carolina
$918K +$192K +4,240 +27%
HighTower Advisors
43
HighTower Advisors
Illinois
$910K +$59.7K +1,320 +7%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$885K – – –
LSA
45
Lion Street Advisors
Texas
$883K -$16.8K -372 -2%
MML Investors Services
46
MML Investors Services
Massachusetts
$879K +$32.6K +720 +4%
BPWM
47
Black Point Wealth Management
Florida
$864K – – –
PS
48
Principal Securities
Iowa
$858K – – –
Citadel Advisors
49
Citadel Advisors
Florida
$839K +$523K +11,561 +178%
IWC
50
Integrated Wealth Concepts
Massachusetts
$814K -$362 -8 -0%
1
2
3 4 5

FMAY Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q3 2024, worth a combined $246M — down 4.7% from $258M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FMAY positions and 11 closed out — a net gain of 1 holder — while 34 added to existing stakes and 50 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.7M.

  • 122 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $246M of FT Vest US Equity Buffer ETF May stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer ETF May positions in Q3 2024 and 11 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q3 2024 was CreativeOne Wealth, an estimated $2.94M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q3 2024 was Commonwealth Equity Services, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2024.