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FT Vest US Equity Moderate Buffer ETF March

46 hedge funds and large institutions have $71.8M invested in FT Vest US Equity Moderate Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

18% more funds holding

Funds holding: 3946 (+7)

3.21% more ownership

Funds ownership: 60.73%63.94% (+3.2%)

9% less capital invested

Capital invested by funds: $78.8M → $71.8M (-$6.99M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
9
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$441K +$445K +13,940 New
LJAC
27
L.J. Altfest & Co
New York
$405K +$409K +12,803 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$302K -$398K -12,474 -57%
BCI
29
Brinker Capital Investments
Pennsylvania
$295K -$7.76K -243 -3%
OPS
30
Orion Portfolio Solutions
Nebraska
$295K -$7.76K -243 -3%
PCM
31
Parsons Capital Management
Rhode Island
$288K
NAM
32
NorthCrest Asset Manangement
Minnesota
$288K
AWM
33
AE Wealth Management
Kansas
$282K
MML Investors Services
34
MML Investors Services
Massachusetts
$263K
GFA
35
Gallagher Fiduciary Advisors
Illinois
$227K
IWC
36
Integrated Wealth Concepts
Massachusetts
$204K
NA
37
NewEdge Advisors
Louisiana
$201K -$55.9K -1,750 -22%
CFGS
38
Concourse Financial Group Securities
Alabama
$169K
DFA
39
DHJJ Financial Advisors
Illinois
$127K +$128K +4,021 New
UBS Group
40
UBS Group
Switzerland
$114K +$114K +3,586 New
HBW
41
Hazlett, Burt & Watson
West Virginia
$104K
SS
42
Sunbelt Securities
Texas
$51.9K
SPIA
43
Steward Partners Investment Advisory
New York
$50.5K
GRP
44
Global Retirement Partners
California
$46.8K +$47.4K +1,483 New
Morgan Stanley
45
Morgan Stanley
New York
$11K +$11.1K +348 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$3.01K
SAM
47
Synergy Asset Management
Washington
-$12.3M -385,675 Closed
RFG
48
Range Financial Group
Oregon
-$2.06M -64,870 Closed
ACM
49
AlphaStar Capital Management
North Carolina
-$1.38M -43,419 Closed

GMAR Hedge Fund Activity: Q3 2023 in Review

46 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q3 2023, worth a combined $71.8M — down 8.9% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GMAR positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $9.36M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $12.3M sold.

  • 46 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q3 2023, up from 39 in Q2 2023.
  • Funds reported $71.8M of FT Vest US Equity Moderate Buffer ETF March stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q3 2023 and 3 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q3 2023 was Citadel Advisors, an estimated $9.36M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q3 2023 was Synergy Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2023.