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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$270K – – –
FA
77
Flagstar Advisors
New York
$263K – – –
CA
78
CoreCap Advisors
Michigan
$258K +$44.9K +1,208 +21%
FIA
79
Foundations Investment Advisors
Arizona
$255K – – –
BW
80
BostonPremier Wealth
Massachusetts
$249K +$247K +6,646 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$241K – – –
MFS
82
Madrona Financial Services
Washington
$238K – – –
SWM
83
Spire Wealth Management
Virginia
$237K +$235K +6,316 New
SCA
84
Snowden Capital Advisors
New York
$236K +$7.44K +200 +3%
SWA
85
Stratos Wealth Advisors
Ohio
$227K – – –
BCI
86
Brinker Capital Investments
Pennsylvania
$226K -$135K -3,622 -37%
OPS
87
Orion Portfolio Solutions
Nebraska
$226K -$135K -3,622 -37%
JWCA
88
J.W. Cole Advisors
Florida
$225K – – –
KPWS
89
Kestra Private Wealth Services
Texas
$220K – – –
JP Morgan Chase
90
JP Morgan Chase
New York
$217K -$445K -11,963 -67%
DFA
91
DHJJ Financial Advisors
Illinois
$217K – – –
KWA
92
Kingswood Wealth Advisors
California
$214K +$212K +5,702 New
PCG
93
Prosperity Consulting Group
Maryland
$212K +$210K +5,652 New
BFA
94
Beacon Financial Advisory
Ohio
$208K – – –
AIC
95
Archer Investment Corporation
Indiana
$197K -$744 -20 -0.4%
PS
96
Principal Securities
Iowa
$140K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$131K – – –
CF
98
Centaurus Financial
California
$114K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
HBW
100
Hazlett, Burt & Watson
West Virginia
$102K – – –
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.