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FT Vest US Equity Buffer ETF May

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.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 122122 (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

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
18
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1
FOCUS Wealth Advisors
Texas
$23.2M +$169K +3,572 +0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.3M -$725K -15,342 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$12.8M +$12.8M +270,279 New
MC
4
McCarthy & Cox
Ohio
$11.3M -$53.2K -1,127 -0.5%
RFG
5
REAP Financial Group
Texas
$10M -$121K -2,560 -1%
WAS
6
WESPAC Advisors SoCal
California
$9.43M -$384K -8,117 -4%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$8.55M -$82.9K -1,754 -1%
AA
8
Armis Advisers
Georgia
$7.9M +$7.87M +166,593 New
SI
9
Stephens Inc
Arkansas
$7.77M -$58.7K -1,242 -0.8%
KWS
10
Keystone Wealth Services
California
$7.71M -$82.7K -1,750 -1%
TLA
11
Tanglewood Legacy Advisors
Texas
$6M -$28K -593 -0.5%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.41M -$1.35M -28,496 -20%
LPL Financial
13
LPL Financial
California
$5.1M +$61.7K +1,306 +1%
AssetMark Inc
14
AssetMark Inc
California
$4.84M +$1.7M +35,902 +54%
IP
15
Ignite Planners
California
$4.76M +$2.88M +60,961 +157%
KAS
16
Kestra Advisory Services
Texas
$4.17M -$34.9K -739 -0.8%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.11M +$364K +7,695 +10%
FPWM
18
FSB Premier Wealth Management
Iowa
$3.83M -$517K -10,939 -12%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.41M -$8.57M -181,354 -72%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$3.03M -$39.2K -829 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.53M -$12.5M -264,287 -83%
SAW
22
Signal Advisors Wealth
Michigan
$2.5M +$2.5K +53 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.37M -$822K -17,396 -26%
CPA
24
Clear Point Advisors
New York
$2.15M -$439K -9,287 -17%
SDH
25
Sloy Dahl & Holst
Washington
$2.05M

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.