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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
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$618K -$168K -4,268 -22%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$567K -$130K -3,293 -19%
Mariner
53
Mariner
Kansas
$558K -$23.8K -604 -4%
SWA
54
SOA Wealth Advisors
New York
$520K -$75.4K -1,911 -13%
WEG
55
World Equity Group
Illinois
$492K -$117K -2,976 -20%
SS
56
Sunbelt Securities
Texas
$491K -$55.6K -1,408 -11%
SPIA
57
Steward Partners Investment Advisory
New York
$484K -$16.8K -425 -4%
BRWA
58
B. Riley Wealth Advisors
Florida
$480K
FA
59
Flagstar Advisors
New York
$452K -$57.2K -1,448 -12%
Jane Street
60
Jane Street
New York
$442K -$1.09M -27,512 -72%
SC
61
Scotia Capital
Ontario, Canada
$440K -$3.4K -86 -0.8%
APW
62
Aurora Private Wealth
New Jersey
$431K
MOS
63
MGO One Seven
Ohio
$403K -$80.8K -2,047 -17%
VBFP
64
Valtinson Bruner Financial Planning
Minnesota
$398K
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$386K
FFA
66
Fragasso Financial Advisors
Pennsylvania
$382K -$14.7K -372 -4%
CF
67
Centaurus Financial
California
$345K
AAS
68
Avantax Advisory Services
Texas
$329K
CFG
69
Cooper Financial Group
California
$324K -$36.9K -935 -11%
AAS
70
Ameritas Advisory Services
Nebraska
$297K -$278K -7,033 -50%
Citadel Advisors
71
Citadel Advisors
Florida
$289K -$151K -3,818 -35%
LNC
72
Lincoln National Corp
Pennsylvania
$267K
KPWS
73
Kestra Private Wealth Services
Texas
$260K
DFA
74
DHJJ Financial Advisors
Illinois
$232K -$18.6K -470 -8%
DWM
75
Darwin Wealth Management
Florida
$227K

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.