We are live on ! Find out more
FMAY icon

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
FI
76
FWG Investments
Kentucky
$223K +$212K +5,381 New
FHC
77
First Heartland Consultants
Missouri
$219K -$19.5K -493 -9%
SFPG
78
Stonebridge Financial Planning Group
Florida
$205K +$195K +4,945 New
ACMA
79
Arbor Capital Management (Alaska)
Alaska
$202K +$195K +4,929 New
CA
80
CoreCap Advisors
Michigan
$202K -$3.22M -81,695 -94%
NS
81
NBC Securities
Alabama
$144K -$9.99K -253 -7%
Morgan Stanley
82
Morgan Stanley
New York
$125K +$10.4K +264 +10%
CAL
83
Capital Analysts LLC
Pennsylvania
$110K
PTC
84
Private Trust Company
Ohio
$101K
Bank of America
85
Bank of America
North Carolina
$89.2K
UBS Group
86
UBS Group
Switzerland
$87K +$22.2K +562 +37%
GRP
87
Global Retirement Partners
California
$73K -$2.76K -70 -4%
OLVIG
88
Oliver Lagore Vanvalin Investment Group
Michigan
$55K
AIP
89
Ameritas Investment Partners
Nebraska
$37.5K
CAM
90
Creekmur Asset Management
Illinois
$20.9K +$19.9K +504 New
AF
91
Advisornet Financial
Minnesota
$12.4K
3LCM
92
3D/L Capital Management
Connecticut
-$28.6M -745,536 Closed
HIS
93
Harvest Investment Services
Illinois
-$769K -20,089 Closed
FIA
94
Foundations Investment Advisors
Arizona
-$565K -14,750 Closed
CAG
95
Csenge Advisory Group
Florida
-$328K -8,559 Closed
OMC
96
Old Mission Capital
Illinois
-$215K -5,603 Closed
GSEP
97
Golden State Equity Partners
California
-$211K -5,500 Closed
HSA
98
HBK Sorce Advisory
Pennsylvania
-$202K -5,286 Closed
Wells Fargo
99
Wells Fargo
California
-$536 -14 Closed

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.