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FT Vest US Equity Moderate Buffer ETF March

63 hedge funds and large institutions have $192M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more capital invested

Capital invested by funds: $51.8M → $192M (+$140M)

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

50% more funds holding

Funds holding: 4263 (+21)

14.39% more ownership

Funds ownership: 68.92%83.31% (+14%)

Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
19
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.15M +$1.13M +33,517 New
KWS
27
Keystone Wealth Services
California
$1.04M +$81.2K +2,403 +9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.02M +$1M +29,723 New
BTWM
29
Brass Tax Wealth Management
Ohio
$836K +$821K +24,291 New
MML Investors Services
30
MML Investors Services
Massachusetts
$783K +$488K +14,439 +174%
CA
31
Cetera Advisors
Colorado
$748K +$735K +21,741 New
SI
32
Stephens Inc
Arkansas
$705K +$128K +3,785 +23%
Truist Financial
33
Truist Financial
North Carolina
$596K +$195K +5,779 +50%
HP
34
Holistic Planning
Texas
$588K +$577K +17,080 New
GFA
35
Gallagher Fiduciary Advisors
Illinois
$544K +$292K +8,640 +121%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$405K +$398K +11,765 New
TLA
37
Tanglewood Legacy Advisors
Texas
$398K +$391K +11,571 New
LA
38
Lifeworks Advisors
Michigan
$393K +$386K +11,416 New
DI
39
Diligent Investors
California
$367K +$360K +10,655 New
CAM
40
Cresset Asset Management
Illinois
$352K +$346K +10,241 New
IP
41
Ignite Planners
California
$352K +$346K +10,234 New
WEG
42
World Equity Group
Illinois
$316K +$310K +9,168 New
NAM
43
NorthCrest Asset Manangement
Minnesota
$313K
BCI
44
Brinker Capital Investments
Pennsylvania
$311K -$9.02K -267 -3%
OPS
45
Orion Portfolio Solutions
Nebraska
$311K -$9.02K -267 -3%
LNC
46
Lincoln National Corp
Pennsylvania
$305K +$300K +8,869 New
PCM
47
Parsons Capital Management
Rhode Island
$275K -$37.2K -1,100 -12%
LA
48
LM Advisors
California
$275K
FA
49
Flagstar Advisors
New York
$261K +$256K +7,582 New
AIC
50
Archer Investment Corporation
Indiana
$254K +$157K +4,658 +172%

GMAR Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q1 2024, worth a combined $192M — up 270% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GMAR positions and 10 closed out — a net gain of 21 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $52.6M. The largest seller was Kestra Advisory Services, cutting an estimated $7.71M.

  • 63 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $192M of FT Vest US Equity Moderate Buffer ETF March stock for Q1 2024, up 270% quarter-over-quarter.
  • 31 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +21 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q1 2024 was Osaic Holdings, an estimated $52.6M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q1 2024 was Kestra Advisory Services, an estimated $7.71M sold.

Based on aggregated 13F filings for Q1 2024.