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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
FIA
51
Foundations Investment Advisors
Arizona
$234K -$4.53K -134 -2%
IWC
52
Integrated Wealth Concepts
Massachusetts
$221K
JWCA
53
J.W. Cole Advisors
Florida
$206K +$203K +5,994 New
SP
54
Sequent Planning
Nebraska
$205K +$202K +5,969 New
DFA
55
DHJJ Financial Advisors
Illinois
$189K +$52.7K +1,559 +40%
CA
56
CoreCap Advisors
Michigan
$114K +$112K +3,312 New
SPIA
57
Steward Partners Investment Advisory
New York
$96.2K +$40.6K +1,200 +75%
HBW
58
Hazlett, Burt & Watson
West Virginia
$43K +$42.2K +1,250 New
IF
59
Integrity Financial
Wyoming
$26.3K +$25.8K +764 New
CJ
60
Caitlin John
Michigan
$10.9K -$237 -7 -2%
RG
61
Retirement Group
California
$10.3K +$10.1K +300 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$3.27K
JP Morgan Chase
63
JP Morgan Chase
New York
$7 -$31.3K -926 -83%
OMC
64
Old Mission Capital
Illinois
-$1.25M -37,274 Closed
ACM
65
Anfield Capital Management
California
-$1.01M -30,224 Closed
SWMG
66
Signature Wealth Management Group
Georgia
-$585K -17,527 Closed
Citadel Advisors
67
Citadel Advisors
Florida
-$391K -11,696 Closed
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
-$318K -9,524 Closed
AWM
69
AE Wealth Management
Kansas
-$299K -8,891 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$226K -6,763 Closed
CF
71
Centaurus Financial
California
-$102K -3,039 Closed
UBS Group
72
UBS Group
Switzerland
-$46.4K -1,389 Closed
Wells Fargo
73
Wells Fargo
California
-$8.35K -250 Closed

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.