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FT Vest US Equity Buffer ETF May
FMAY

122 hedge funds and large institutions have $246M invested in FT Vest US Equity Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 121 → 122 (+1)

5% less capital invested

Capital invested by funds: $258M → $246M (-$12.2M)

6.27% less ownership

Funds ownership: 35.38% → 29.11% (-6.3%)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
34
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$2.94M
2
AssetMark Inc
AssetMark Inc
California
+$1.96M
3
SAW
Signal Advisors Wealth
Michigan
+$1.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.74M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.7M
2
WIM
WealthPlan Investment Management
Nebraska
-$6.21M
3
CCFM
Clear Creek Financial Management
Washington
-$4.54M
4
WP
WealthPLAN Partners
Nebraska
-$3.82M
5
IA
IFP Advisors
Florida
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
101
Perigon Wealth Management
California
$212K – – –
LWM
102
Laidlaw Wealth Management
New York
$209K – – –
GWM
103
Geneos Wealth Management
Colorado
$209K – – –
CB
104
Chris Bulman
California
$205K +$189K +4,176 +1,824%
NAS
105
NWF Advisory Services
California
$204K +$198K +4,389 New
HAS
106
HBW Advisory Services
California
$203K -$113K -2,495 -36%
TC
107
TownSquare Capital
Utah
$202K +$196K +4,339 New
Barclays
108
Barclays
United Kingdom
$201K +$195K +4,321 New
NS
109
NBC Securities
Alabama
$147K -$7.42K -164 -5%
FNWA
110
Financial Network Wealth Advisors
Utah
$141K -$57K -1,261 -29%
UBS Group
111
UBS Group
Switzerland
$133K +$129K +2,859 New
PTC
112
Private Trust Company
Ohio
$113K – – –
CAL
113
Capital Analysts LLC
Pennsylvania
$112K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$108K +$1.81K +40 +2%
Bank of America
115
Bank of America
North Carolina
$100K – – –
ACA
116
Aptus Capital Advisors
Alabama
$93K – – –
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$61.7K – – –
Comerica Bank
118
Comerica Bank
Texas
$53.1K -$1.31K -29 -2%
AIP
119
Ameritas Investment Partners
Nebraska
$42.1K – – –
CAM
120
Creekmur Asset Management
Illinois
$23.2K -$90 -2 -0.4%
UB
121
UMB Bank
Missouri
$9.3K +$9.04K +200 New
WPA
122
West Paces Advisors
Georgia
$2.98K -$13.1K -290 -82%
WIM
123
WealthPlan Investment Management
Nebraska
– -$6.21M -139,090 Closed
CCFM
124
Clear Creek Financial Management
Washington
– -$4.54M -101,699 Closed
WP
125
WealthPLAN Partners
Nebraska
– -$3.82M -85,598 Closed
2 3 4
5
6

FMAY Hedge Fund Activity: Q3 2024 in Review

122 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q3 2024, worth a combined $246M — down 4.7% from $258M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FMAY positions and 11 closed out — a net gain of 1 holder — while 34 added to existing stakes and 50 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $2.94M. The largest seller was Commonwealth Equity Services, cutting an estimated $12.7M.

  • 122 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $246M of FT Vest US Equity Buffer ETF May stock for Q3 2024, down 4.7% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer ETF May positions in Q3 2024 and 11 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q3 2024 was CreativeOne Wealth, an estimated $2.94M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q3 2024 was Commonwealth Equity Services, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2024.