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FT Vest US Equity Moderate Buffer ETF March
GMAR

115 hedge funds and large institutions have $482M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

107% more capital invested

Capital invested by funds: $233M → $482M (+$249M)

21% more funds holding

Funds holding: 95 → 115 (+20)

3.65% more ownership

Funds ownership: 67.46% → 71.11% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
16
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.48M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.97M
3
HWM
HFG Wealth Management
Texas
+$1.41M
4
HF
HRT Financial
New York
+$1.08M
5
AWA
Arkadios Wealth Advisors
Georgia
+$950K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$19.2M
2
BFG
Bouchey Financial Group
New York
-$12.5M
3
MCM
MAI Capital Management
Ohio
-$3.39M
4
BRWA
B. Riley Wealth Advisors
Florida
-$3.15M
5
Jane Street
Jane Street
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$1.41M +$950K +25,551 +213%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.33M -$160K -4,308 -11%
SW
28
Schulz Wealth
Texas
$1.32M – – –
NA
29
NewEdge Advisors
Louisiana
$1.2M -$389K -10,470 -25%
Truist Financial
30
Truist Financial
North Carolina
$1.19M -$127K -3,417 -10%
EWM
31
EPG Wealth Management
Georgia
$1.16M -$396K -10,651 -26%
HF
32
HRT Financial
New York
$1.09M +$1.08M +29,142 New
DI
33
Diligent Investors
California
$883K – – –
BTWM
34
Brass Tax Wealth Management
Ohio
$869K -$18.6K -500 -2%
AA
35
Alesco Advisors
New York
$827K +$821K +22,065 New
NWMP
36
Noble Wealth Management PBC
Colorado
$793K +$788K +21,182 New
CW
37
CreativeOne Wealth
Kansas
$771K +$766K +20,593 New
BIM
38
Bullseye Investment Management
Ohio
$695K +$691K +18,574 New
IAS
39
Insigneo Advisory Services
Florida
$670K -$8.48K -228 -1%
TC
40
TownSquare Capital
Utah
$668K -$13.9K -375 -2%
IAIM
41
International Assets Investment Management
Florida
$668K +$664K +17,840 New
HI
42
Harbour Investments
Wisconsin
$657K -$356K -9,566 -35%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$650K +$213K +5,717 +49%
KA
44
Kovack Advisors
Florida
$629K – – –
DAS
45
Diversify Advisory Services
Utah
$624K +$621K +16,700 New
BCM
46
Brookstone Capital Management
Illinois
$609K – – –
CB
47
Chris Bulman
California
$609K +$21.2K +571 +4%
CIG
48
Cascade Investment Group
Colorado
$577K -$18.3K -491 -3%
Jane Street
49
Jane Street
New York
$564K -$1.44M -38,658 -72%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$544K +$43.2K +1,162 +9%
1
2
3 4 5

GMAR Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q4 2024, worth a combined $482M — up 107% from $233M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GMAR positions and 10 closed out — a net gain of 22 holders — while 16 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.48M. The largest seller was Osaic Holdings, cutting an estimated $19.2M.

  • 115 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $482M of FT Vest US Equity Moderate Buffer ETF March stock for Q4 2024, up 107% quarter-over-quarter.
  • 32 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q4 2024 and 10 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q4 2024 was LPL Financial, an estimated $6.48M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q4 2024 was Osaic Holdings, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2024.