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FT Vest US Equity Buffer ETF May

20 hedge funds and large institutions have $37.6M invested in FT Vest US Equity Buffer ETF May in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more capital invested

Capital invested by funds: $9.65M → $37.6M (+$27.9M)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

43.47% more ownership

Funds ownership: 27.56%71.03% (+43%)

33% more funds holding

Funds holding: 1520 (+5)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.1M +$10.7M +327,032 +4,342%
SS
2
Simplicity Solutions
Minnesota
$10.8M +$10.7M +327,384 New
First Trust Advisors
3
First Trust Advisors
Illinois
$3.75M +$3.73M +113,641 New
T
4
TRUADVICE
Florida
$3.4M +$3.35M +102,164 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.68M -$2.69K -82 -0.2%
CA
6
Cetera Advisors
Colorado
$1.52M +$52.4K +1,597 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.34M +$53.6K +1,634 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$781K +$7.62K +232 +1%
KAS
9
Kestra Advisory Services
Texas
$615K +$611K +18,619 New
Citadel Advisors
10
Citadel Advisors
Florida
$599K +$595K +18,122 New
CAS
11
Cascadia Advisory Services
Oregon
$535K -$1.93M -58,829 -78%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$477K +$40.5K +1,235 +10%
Wolverine Trading
13
Wolverine Trading
Illinois
$408K +$407K +12,391 New
FWM
14
Frontier Wealth Management
Missouri
$317K +$315K +9,600 New
CF
15
Centaurus Financial
California
$179K
IA
16
IFP Advisors
Florida
$39K +$788 +24 +2%
MF
17
Manchester Financial
California
$28K
WCG
18
Weaver Consulting Group
California
$17K
UBS Group
19
UBS Group
Switzerland
$15K +$755 +23 +5%
FHA
20
First Horizon Advisors
Tennessee
$4K
Jane Street
21
Jane Street
New York
-$1.24M -39,051 Closed
CAN
22
Cetera Advisor Networks
California
-$78K -2,446 Closed

FMAY Hedge Fund Activity: Q3 2020 in Review

20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF May (FMAY) for Q3 2020, worth a combined $37.6M — up 289% from $9.65M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FMAY positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $10.7M. The largest seller was Cascadia Advisory Services, cutting an estimated $1.93M.

  • 20 institutional investors held FT Vest US Equity Buffer ETF May (FMAY) as of Q3 2020, up from 15 in Q2 2020.
  • Funds reported $37.6M of FT Vest US Equity Buffer ETF May stock for Q3 2020, up 289% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF May positions in Q3 2020 and 2 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Buffer ETF May buyer in Q3 2020 was Simplicity Solutions, an estimated $10.7M added.
  • The largest FT Vest US Equity Buffer ETF May seller in Q3 2020 was Cascadia Advisory Services, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2020.