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FT Vest US Equity Buffer ETF May

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: 121122 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1
FOCUS Wealth Advisors
Texas
$22.5M +$152K +3,363 +0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.7M -$12.7M -280,422 -44%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.8M +$993K +21,951 +7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.8M -$1.76M -38,888 -13%
MC
5
McCarthy & Cox
Ohio
$11.2M -$137K -3,023 -1%
RFG
6
REAP Financial Group
Texas
$9.95M -$700K -15,484 -7%
WAS
7
WESPAC Advisors SoCal
California
$9.62M -$507K -11,223 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.41M +$1.74M +38,401 +23%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.47M -$82.4K -1,823 -1%
CW
10
CreativeOne Wealth
Kansas
$8.29M +$2.94M +65,047 +57%
SI
11
Stephens Inc
Arkansas
$7.68M -$38.6K -854 -0.5%
KWS
12
Keystone Wealth Services
California
$7.64M -$14.5K -320 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.63M -$556K -12,292 -8%
TLA
14
Tanglewood Legacy Advisors
Texas
$5.91M -$12.6K -279 -0.2%
RJA
15
Raymond James & Associates
Florida
$5.88M -$359K -7,940 -6%
LPL Financial
16
LPL Financial
California
$4.94M -$47K -1,040 -1%
FPWM
17
FSB Premier Wealth Management
Iowa
$4.27M -$13.6K -300 -0.3%
KAS
18
Kestra Advisory Services
Texas
$4.12M -$111K -2,454 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$3.67M -$1.58M -34,968 -31%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.13M -$343K -7,587 -10%
AssetMark Inc
21
AssetMark Inc
California
$3.08M +$1.96M +43,385 +191%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$3.01M -$5.61K -124 -0.2%
MOS
23
MGO One Seven
Ohio
$2.59M -$77.5K -1,715 -3%
CPA
24
Clear Point Advisors
New York
$2.54M +$414K +9,161 +20%
SAW
25
Signal Advisors Wealth
Michigan
$2.44M +$1.85M +40,871 +349%

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.