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FT Vest US Equity Buffer ETF May

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: 35 (+2)

61% more capital invested

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

42% more funds holding

Funds holding: 85121 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$28.6M +$1.81M +41,468 +7%
FWA
2
FOCUS Wealth Advisors
Texas
$21.5M +$925K +21,180 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.2M +$10.6M +242,971 +462%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13M +$7.49M +171,517 +142%
MC
5
McCarthy & Cox
Ohio
$10.9M +$429K +9,813 +4%
RFG
6
REAP Financial Group
Texas
$10.2M +$3.81M +87,324 +61%
WAS
7
WESPAC Advisors SoCal
California
$9.74M +$9.53M +218,135 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$8.21M +$3.96M +90,558 +97%
SI
9
Stephens Inc
Arkansas
$7.41M +$1.6M +36,651 +28%
KWS
10
Keystone Wealth Services
California
$7.35M +$258K +5,906 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.32M +$2.87M +65,693 +67%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.91M +$2.61M +59,808 +63%
WIM
13
WealthPlan Investment Management
Nebraska
$6.21M +$6.08M +139,090 New
RJA
14
Raymond James & Associates
Florida
$6M +$4.59M +105,141 +360%
TLA
15
Tanglewood Legacy Advisors
Texas
$5.69M -$1.08M -24,746 -16%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$5.09M +$276K +6,314 +6%
CW
17
CreativeOne Wealth
Kansas
$5.06M +$3.83M +87,786 +344%
LPL Financial
18
LPL Financial
California
$4.79M -$21.5K -492 -0.5%
CCFM
19
Clear Creek Financial Management
Washington
$4.54M +$4.44M +101,699 New
FPWM
20
FSB Premier Wealth Management
Iowa
$4.11M +$3.66M +83,882 +1,027%
KAS
21
Kestra Advisory Services
Texas
$4.07M +$1.07M +24,554 +37%
WP
22
WealthPLAN Partners
Nebraska
$3.82M +$3.74M +85,598 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.35M +$1.4M +32,141 +75%
MSFS
24
Main Street Financial Solutions
Pennsylvania
$2.89M -$263K -6,027 -9%
MOS
25
MGO One Seven
Ohio
$2.56M +$2.09M +47,885 +503%

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.