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FT Vest US Equity Buffer ETF May

122 hedge funds and large institutions have $220M invested in FT Vest US Equity Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 122122 (0)

2.97% less ownership

Funds ownership: 29.11%26.14% (-3%)

11% less capital invested

Capital invested by funds: $246M → $220M (-$26.2M)

67% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 55

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
18
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
76
MBL Wealth
North Carolina
$377K -$104K -2,206 -22%
FI
77
FWG Investments
Kentucky
$349K -$6.43K -136 -2%
Wolverine Trading
78
Wolverine Trading
Illinois
$346K +$343K +7,264 New
AAS
79
Avantax Advisory Services
Texas
$342K -$200K -4,229 -37%
IA
80
IFP Advisors
Florida
$338K +$40.5K +857 +14%
FWM
81
ForthRight Wealth Management
Georgia
$286K
KPWS
82
Kestra Private Wealth Services
Texas
$272K
LSL
83
Legacy Solutions LLC
Pennsylvania
$268K +$267K +5,644 New
BPA
84
Beacon Pointe Advisors
California
$261K
BRWA
85
B. Riley Wealth Advisors
Florida
$258K -$499K -10,560 -66%
PCG
86
Prosperity Consulting Group
Maryland
$246K
APW
87
Aurora Private Wealth
New Jersey
$234K -$53.5K -1,133 -19%
KWM
88
Kingsview Wealth Management
Oregon
$233K
NG
89
Novem Group
New York
$231K +$230K +4,864 New
PWM
90
Perigon Wealth Management
California
$218K
SFPG
91
Stonebridge Financial Planning Group
Florida
$216K -$9.45K -200 -4%
LWM
92
Laidlaw Wealth Management
New York
$213K
USCWA
93
U.S. Capital Wealth Advisors
Texas
$213K +$213K +4,498 New
GWM
94
Geneos Wealth Management
Colorado
$213K
BIM
95
Bullseye Investment Management
Ohio
$210K -$275K -5,814 -57%
CB
96
Chris Bulman
California
$208K -$614 -13 -0.3%
HAS
97
HBW Advisory Services
California
$207K
TC
98
TownSquare Capital
Utah
$206K
AWM
99
AE Wealth Management
Kansas
$204K -$14.9K -316 -7%
ACMA
100
Arbor Capital Management (Alaska)
Alaska
$202K -$35.7K -756 -15%

FMAY Hedge Fund Activity: Q4 2024 in Review

122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q4 2024, worth a combined $220M — down 11% from $246M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FMAY positions and 15 closed out — a net gain of 2 holders — while 18 added to existing stakes and 55 trimmed.

The largest buyer was Ignite Planners, adding an estimated $2.88M. The largest seller was Envestnet Asset Management, cutting an estimated $12.5M.

  • 122 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $220M of FT Vest US Equity Buffer ETF May stock for Q4 2024, down 11% quarter-over-quarter.
  • 17 funds opened new FT Vest US Equity Buffer ETF May positions in Q4 2024 and 15 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q4 2024 was Ignite Planners, an estimated $2.88M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q4 2024 was Envestnet Asset Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2024.