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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
DFA
76
DHJJ Financial Advisors
Illinois
$212K – – –
CA
77
CoreCap Advisors
Michigan
$209K +$13.7K +383 +7%
BFA
78
Beacon Financial Advisory
Ohio
$204K +$199K +5,560 New
AIC
79
Archer Investment Corporation
Indiana
$194K -$187K -5,215 -50%
PS
80
Principal Securities
Iowa
$138K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$128K – – –
JIP
82
Jaffetilchin Investment Partners
Florida
$123K +$121K +3,361 New
CF
83
Centaurus Financial
California
$112K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$106K -$718 -20 -0.7%
HBW
85
Hazlett, Burt & Watson
West Virginia
$101K – – –
UBS Group
86
UBS Group
Switzerland
$78.9K +$50.2K +1,398 +186%
Barclays
87
Barclays
United Kingdom
$57.4K +$56.1K +1,563 New
OP
88
ORG Partners
Indiana
$55.1K +$53.8K +1,500 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$51.6K – – –
CPA
90
Clear Point Advisors
New York
$48.1K – – –
WWP
91
WR Wealth Planners
Missouri
$45K – – –
IF
92
Integrity Financial
Wyoming
$44.3K – – –
CAL
93
Capital Analysts LLC
Pennsylvania
$32K – – –
CJ
94
Caitlin John
Michigan
$13.2K +$323 +9 +3%
PB
95
Pinnacle Bancorp
Nebraska
$11.9K +$11.7K +325 New
WI
96
Wintrust Investments
Illinois
– -$2.74M -77,424 Closed
HighTower Advisors
97
HighTower Advisors
Illinois
– -$2.16M -60,980 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$686K -19,351 Closed
FNWA
99
Financial Network Wealth Advisors
Utah
– -$658K -18,580 Closed
IAIM
100
International Assets Investment Management
Florida
– -$632K -17,840 Closed
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.