FT Vest US Equity Buffer ETF May
FMAY
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.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 122 → 122 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IP
Ignite Planners
San Clemente,
California
|
+$2.88M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1.7M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$790K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$640K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.5M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$8.57M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$7.86M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$2.15M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Citadel Advisors
Miami,
Florida
| – | -$839K | -18,047 | Closed |
|
|
HOWA
127
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| – | -$524K | -11,273 | Closed |
|
128
JP Morgan Chase
New York
| – | -$506K | -10,873 | Closed |
|
|
ARC
129
Advisor Resource Council
Dallas,
Texas
| – | -$439K | -9,449 | Closed |
|
|
WMA
130
West Michigan Advisors
Holland,
Michigan
| – | -$393K | -8,440 | Closed |
|
|
FWM
131
Foguth Wealth Management
Brighton,
Michigan
| – | -$365K | -7,862 | Closed |
|
|
GS
132
GTS Securities
New York
| – | -$356K | -7,658 | Closed |
|
|
LPT
133
Legacy Private Trust
Neenah,
Wisconsin
| – | -$265K | -5,705 | Closed |
|
|
GM
134
GeoWealth Management
Chicago,
Illinois
| – | -$249K | -5,358 | Closed |
|
|
HIM
135
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| – | -$247K | -5,300 | Closed |
|
|
DWM
136
Darwin Wealth Management
Tampa,
Florida
| – | -$212K | -4,567 | Closed |
|
|
UB
137
UMB Bank
Kansas City,
Missouri
| – | -$9.3K | -200 | Closed |
|
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.