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FT Vest US Equity Buffer ETF May

79 hedge funds and large institutions have $189M invested in FT Vest US Equity Buffer ETF May in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

5% less funds holding

Funds holding: 8379 (-4)

6.74% less ownership

Funds ownership: 62.28%55.54% (-6.7%)

9% less capital invested

Capital invested by funds: $209M → $189M (-$19.7M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
26
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$380K +$499 +14 +0.1%
NFG
52
Nations Financial Group
Iowa
$367K +$94.1K +2,638 +31%
FFA
53
Fragasso Financial Advisors
Pennsylvania
$353K
NA
54
NewEdge Advisors
Louisiana
$343K
KWS
55
Keystone Wealth Services
California
$331K -$39.2K -1,100 -10%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$327K
WEPOG
57
Wealth Enhancement & Preservation of GA
Georgia
$290K -$48K -1,346 -13%
OC
58
Oppenheimer & Co
New York
$276K +$296K +8,312 New
MML Investors Services
59
MML Investors Services
Massachusetts
$275K +$1.11K +31 +0.4%
HSA
60
HBK Sorce Advisory
Pennsylvania
$270K +$290K +8,136 New
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$260K +$10.3K +288 +4%
DFA
62
DHJJ Financial Advisors
Illinois
$221K -$15.3K -430 -6%
CF
63
Centaurus Financial
California
$215K +$37K +1,037 +19%
ACMA
64
Arbor Capital Management (Alaska)
Alaska
$209K +$216K +6,070 New
TCM
65
Triumph Capital Management
Colorado
$208K -$148K -4,160 -40%
SB
66
Strategic Blueprint
Georgia
$204K -$75.8K -2,125 -26%
UBS Group
67
UBS Group
Switzerland
$132K +$140K +3,929 +7,556%
CAL
68
Capital Analysts LLC
Pennsylvania
$91K
PTC
69
Private Trust Company
Ohio
$81K
OPW
70
Oxler Private Wealth
New York
$76.5K +$28.5K +800 New
SAM
71
Strategic Asset Management
Minnesota
$66K +$15.7K +440 +28%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$50K +$53.3K +1,495 New
SWA
73
SOA Wealth Advisors
New York
$27K
CAAS
74
Capital Asset Advisory Services
Michigan
$23K
AF
75
Advisornet Financial
Minnesota
$10K

FMAY Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q3 2022, worth a combined $189M — down 9.4% from $209M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FMAY and 7 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 26 added.

The largest buyer was World Equity Group, opening a new position worth an estimated $2.97M. The largest seller was AE Wealth Management, cutting an estimated $16.8M.

  • 79 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $189M of FT Vest US Equity Buffer ETF May stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF May positions in Q3 2022 and 9 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q3 2022 was World Equity Group, an estimated $2.97M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q3 2022 was AE Wealth Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2022.