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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
TLA
51
Tanglewood Legacy Advisors
Texas
$544K – – –
SI
52
Stephens Inc
Arkansas
$538K – – –
Ameriprise
53
Ameriprise
Minnesota
$527K +$523K +14,072 New
AFW
54
Avantra Family Wealth
Pennsylvania
$520K +$517K +13,893 New
BWA
55
BlueChip Wealth Advisors
Georgia
$502K – – –
FFS
56
Founders Financial Securities
Maryland
$485K +$125K +3,358 +35%
GFA
57
Gallagher Fiduciary Advisors
Illinois
$477K -$5.58K -150 -1%
SWP
58
Sagespring Wealth Partners
Tennessee
$471K +$468K +12,575 New
IFG
59
Independent Financial Group
California
$450K +$102K +2,740 +30%
GFG
60
Grantvest Financial Group
New Jersey
$449K +$446K +11,987 New
SCA
61
Sage Capital Advisors
South Dakota
$448K +$445K +11,962 New
LIA
62
Luken Investment Analytics
Tennessee
$418K -$2.05K -55 -0.5%
IP
63
Ignite Planners
California
$395K +$3.35K +90 +0.9%
AI
64
Atria Investments
North Carolina
$392K +$389K +10,460 New
CAM
65
Cresset Asset Management
Illinois
$384K – – –
BRWA
66
B. Riley Wealth Advisors
Florida
$370K -$3.15M -84,700 -90%
LI
67
LVZ Inc
Michigan
$356K +$110K +2,944 +45%
SA
68
Sanctuary Advisors
Indiana
$349K -$60.6K -1,630 -15%
CSP
69
Cary Street Partners
Virginia
$344K +$341K +9,170 New
NAM
70
NorthCrest Asset Manangement
Minnesota
$341K – – –
WTFG
71
Wood Tarver Financial Group
Idaho
$337K +$335K +8,998 New
AWS
72
Atria Wealth Solutions
New York
$326K +$324K +8,701 New
OP
73
ORG Partners
Indiana
$318K +$260K +7,000 +467%
GWM
74
Geneos Wealth Management
Colorado
$282K +$280K +7,528 New
LA
75
LM Advisors
California
$280K -$94.2K -2,533 -25%
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.