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FT Vest US Equity Moderate Buffer ETF March
GMAR

95 hedge funds and large institutions have $233M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 96 → 95 (-1)

5.34% less ownership

Funds ownership: 72.79% → 67.46% (-5.3%)

15% less capital invested

Capital invested by funds: $274M → $233M (-$40.3M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

49% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 35

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
18
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
EPG Wealth Management
Georgia
+$1.49M
2
HP
Holistic Planning
Texas
+$1.41M
3
Jane Street
Jane Street
New York
+$1.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$926K
5
LPL Financial
LPL Financial
California
+$679K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.9M
2
KAS
Kestra Advisory Services
Texas
-$9.92M
3
MCM
MAI Capital Management
Ohio
-$9.54M
4
LIA
Luken Investment Analytics
Tennessee
-$8.15M
5
WI
Wintrust Investments
Illinois
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
51
Lifeworks Advisors
Michigan
$419K – – –
LIA
52
Luken Investment Analytics
Tennessee
$412K -$8.15M -227,258 -95%
SA
53
Sanctuary Advisors
Indiana
$404K +$2.73K +76 +0.7%
IP
54
Ignite Planners
California
$381K – – –
CAM
55
Cresset Asset Management
Illinois
$376K – – –
LA
56
LM Advisors
California
$367K +$71.8K +2,000 +25%
BCI
57
Brinker Capital Investments
Pennsylvania
$355K -$1.04K -29 -0.3%
OPS
58
Orion Portfolio Solutions
Nebraska
$355K -$1.04K -29 -0.3%
FFS
59
Founders Financial Securities
Maryland
$352K +$344K +9,585 New
IFG
60
Independent Financial Group
California
$340K +$41.6K +1,159 +14%
NAM
61
NorthCrest Asset Manangement
Minnesota
$334K – – –
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$326K -$10.8K -300 -3%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$267K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$264K – – –
FA
65
Flagstar Advisors
New York
$258K – – –
FIA
66
Foundations Investment Advisors
Arizona
$250K – – –
AAS
67
Avantax Advisory Services
Texas
$250K -$542K -15,121 -69%
LI
68
LVZ Inc
Michigan
$241K – – –
IWC
69
Integrated Wealth Concepts
Massachusetts
$236K – – –
SP
70
Sequent Planning
Nebraska
$233K +$10.7K +297 +5%
MFS
71
Madrona Financial Services
Washington
$233K -$20.3K -565 -8%
SCA
72
Snowden Capital Advisors
New York
$224K – – –
SWA
73
Stratos Wealth Advisors
Ohio
$222K – – –
JWCA
74
J.W. Cole Advisors
Florida
$220K – – –
KPWS
75
Kestra Private Wealth Services
Texas
$216K – – –
1 2
3
4 5

GMAR Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q3 2024, worth a combined $233M — down 15% from $274M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GMAR and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 18 added.

The largest buyer was EPG Wealth Management, opening a new position worth an estimated $1.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.9M.

  • 95 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q3 2024, down from 96 in Q2 2024.
  • Funds reported $233M of FT Vest US Equity Moderate Buffer ETF March stock for Q3 2024, down 15% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q3 2024 and 11 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q3 2024 was EPG Wealth Management, an estimated $1.49M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2024.