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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
SFGP
101
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$79.9K +$79.3K +2,133 New
FNWA
102
Financial Network Wealth Advisors
Utah
$60.9K +$60.4K +1,625 New
WWP
103
WR Wealth Planners
Missouri
$45.9K – – –
IF
104
Integrity Financial
Wyoming
$45.2K – – –
UBS Group
105
UBS Group
Switzerland
$41.6K -$38.6K -1,037 -48%
CAL
106
Capital Analysts LLC
Pennsylvania
$33K – – –
AWM
107
AE Wealth Management
Kansas
$24.4K +$24.2K +650 New
IWM
108
IMG Wealth Management
Florida
$22K +$21.9K +588 New
GM
109
GeoWealth Management
Illinois
$16.2K +$16.1K +432 New
GRP
110
Global Retirement Partners
California
$15K +$14.9K +400 New
CJ
111
Caitlin John
Michigan
$12.8K -$409 -11 -3%
PB
112
Pinnacle Bancorp
Nebraska
$12.2K – – –
Barclays
113
Barclays
United Kingdom
$11.5K -$46.7K -1,255 -80%
AIP
114
Ameritas Investment Partners
Nebraska
$11.2K +$11.2K +300 New
SAM
115
Synergy Asset Management
Washington
$3.01K +$3.05K +82 New
HAS
116
HBW Advisory Services
California
– -$1.17M -31,837 Closed
OMC
117
Old Mission Capital
Illinois
– -$1.03M -27,919 Closed
SWP
118
Summit Wealth Partners
Florida
– -$791K -21,544 Closed
LA
119
Lifeworks Advisors
Michigan
– -$419K -11,416 Closed
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
– -$326K -8,870 Closed
AAS
121
Avantax Advisory Services
Texas
– -$250K -6,799 Closed
SP
122
Sequent Planning
Nebraska
– -$233K -6,341 Closed
JIP
123
Jaffetilchin Investment Partners
Florida
– -$123K -3,361 Closed
CIAS
124
Capital Investment Advisory Services
North Carolina
– -$51.6K -1,405 Closed
CPA
125
Clear Point Advisors
New York
– -$48.1K -1,310 Closed
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.