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FT Vest US Equity Moderate Buffer ETF March
GMAR

96 hedge funds and large institutions have $274M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

52% more funds holding

Funds holding: 63 → 96 (+33)

43% more capital invested

Capital invested by funds: $192M → $274M (+$82M)

10.52% less ownership

Funds ownership: 83.31% → 72.79% (-11%)

Holders
96
Holders Change
+33
Holders Change %
+52.38%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
32
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Bouchey Financial Group
New York
+$17M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$12.2M
4
RJA
Raymond James & Associates
Florida
+$9.42M
5
HWM
HFG Wealth Management
Texas
+$8.43M

Top Sellers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
-$6.51M
2
CFGS
Concourse Financial Group Securities
Alabama
-$2.35M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.58M
4
EWM
EPG Wealth Management
Georgia
-$1.47M
5
Jane Street
Jane Street
New York
-$701K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
51
BlueChip Wealth Advisors
Georgia
$475K +$463K +13,401 New
GFA
52
Gallagher Fiduciary Advisors
Illinois
$457K -$101K -2,914 -18%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$417K – – –
LA
54
Lifeworks Advisors
Michigan
$405K – – –
Ameriprise
55
Ameriprise
Minnesota
$393K +$384K +11,099 New
AIC
56
Archer Investment Corporation
Indiana
$372K +$108K +3,128 +42%
IP
57
Ignite Planners
California
$372K +$5.18K +150 +1%
SA
58
Sanctuary Advisors
Indiana
$365K +$371K +10,726 New
CAM
59
Cresset Asset Management
Illinois
$363K – – –
BCI
60
Brinker Capital Investments
Pennsylvania
$343K +$23K +666 +7%
OPS
61
Orion Portfolio Solutions
Nebraska
$343K +$23K +666 +7%
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$325K +$317K +9,170 New
NAM
63
NorthCrest Asset Manangement
Minnesota
$322K – – –
IFG
64
Independent Financial Group
California
$287K +$280K +8,109 New
LA
65
LM Advisors
California
$284K – – –
GS
66
GTS Securities
New York
$276K +$269K +7,775 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$260K +$251K +7,270 New
KWM
68
Kingsview Wealth Management
Oregon
$260K +$253K +7,323 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$255K +$249K +7,200 New
FA
70
Flagstar Advisors
New York
$249K -$19.3K -559 -7%
MFS
71
Madrona Financial Services
Washington
$245K +$239K +6,905 New
LPL Financial
72
LPL Financial
California
$244K +$238K +6,879 New
FIA
73
Foundations Investment Advisors
Arizona
$241K – – –
LI
74
LVZ Inc
Michigan
$233K +$227K +6,569 New
OAS
75
Optivise Advisory Services
Tennessee
$232K +$227K +6,556 New
1 2
3
4

GMAR Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q2 2024, worth a combined $274M — up 43% from $192M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new GMAR positions and 3 closed out — a net gain of 36 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $17M. The largest seller was MAI Capital Management, cutting an estimated $6.51M.

  • 96 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $274M of FT Vest US Equity Moderate Buffer ETF March stock for Q2 2024, up 43% quarter-over-quarter.
  • 39 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q2 2024 and 3 closed out, a net change of +36 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q2 2024 was Bouchey Financial Group, an estimated $17M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q2 2024 was MAI Capital Management, an estimated $6.51M sold.

Based on aggregated 13F filings for Q2 2024.