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FT Vest US Equity Buffer ETF May
FMAY

121 hedge funds and large institutions have $258M invested in FT Vest US Equity Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

557% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 7

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

61% more capital invested

Capital invested by funds: $160M → $258M (+$97.8M)

42% more funds holding

Funds holding: 85 → 121 (+36)

5.77% more ownership

Funds ownership: 29.61% → 35.38% (+5.8%)

Holders
121
Holders Change
+36
Holders Change %
+42.35%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
46
Increased
45
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.6M
2
WAS
WESPAC Advisors SoCal
California
+$9.53M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.49M
4
WIM
WealthPlan Investment Management
Nebraska
+$6.08M
5
RJA
Raymond James & Associates
Florida
+$4.59M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
2
TLA
Tanglewood Legacy Advisors
Texas
-$1.08M
3
Jane Street
Jane Street
New York
-$722K
4
CBFP
Cedar Brook Financial Partners
Ohio
-$570K
5
ARC
Advisor Resource Council
Texas
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$419K – – –
DFA
77
DHJJ Financial Advisors
Illinois
$415K +$188K +4,307 +86%
CA
78
CoreCap Advisors
Michigan
$398K +$48.4K +1,108 +14%
WMA
79
West Michigan Advisors
Michigan
$377K +$369K +8,440 New
PFS
80
Prospera Financial Services
Texas
$370K +$362K +8,294 New
TA
81
TFB Advisors
Kansas
$349K +$342K +7,819 New
SA
82
Sanctuary Advisors
Indiana
$307K +$309K +7,076 New
HAS
83
HBW Advisory Services
California
$307K +$300K +6,865 New
FWM
84
Foguth Wealth Management
Michigan
$302K +$296K +6,772 New
GS
85
GTS Securities
New York
$293K +$287K +6,570 New
Citadel Advisors
86
Citadel Advisors
Florida
$290K +$72K +1,649 +34%
KPWS
87
Kestra Private Wealth Services
Texas
$280K +$62.5K +1,430 +30%
APW
88
Aurora Private Wealth
New Jersey
$274K -$81.5K -1,866 -23%
FWM
89
ForthRight Wealth Management
Georgia
$269K +$264K +6,035 New
AWM
90
AE Wealth Management
Kansas
$260K +$39K +894 +18%
SC
91
Scotia Capital
Ontario, Canada
$260K -$85.8K -1,964 -25%
BPA
92
Beacon Pointe Advisors
California
$250K +$245K +5,600 New
LPT
93
Legacy Private Trust
Wisconsin
$237K +$232K +5,314 New
ACMA
94
Arbor Capital Management (Alaska)
Alaska
$226K – – –
HIM
95
Hanlon Investment Management
New Jersey
$225K +$220K +5,030 New
SB
96
Strategic Blueprint
Georgia
$221K +$216K +4,952 New
KWM
97
Kingsview Wealth Management
Oregon
$214K +$209K +4,790 New
SFPG
98
Stonebridge Financial Planning Group
Florida
$212K – – –
DWM
99
Darwin Wealth Management
Florida
$204K -$39.8K -912 -17%
PWM
100
Perigon Wealth Management
California
$204K +$199K +4,566 New
2 3
4
5 6

FMAY Hedge Fund Activity: Q2 2024 in Review

121 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q2 2024, worth a combined $258M — up 61% from $160M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FMAY positions and 7 closed out — a net gain of 39 holders — while 45 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.54M sold.

  • 121 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q2 2024, up from 85 in Q1 2024.
  • Funds reported $258M of FT Vest US Equity Buffer ETF May stock for Q2 2024, up 61% quarter-over-quarter.
  • 46 funds opened new FT Vest US Equity Buffer ETF May positions in Q2 2024 and 7 closed out, a net change of +39 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q2 2024 was Envestnet Asset Management, an estimated $10.6M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q2 2024 was Susquehanna International Group, an estimated $1.54M sold.

Based on aggregated 13F filings for Q2 2024.