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FT Vest US Equity Moderate Buffer ETF March

39 hedge funds and large institutions have $78.8M invested in FT Vest US Equity Moderate Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

70% more funds holding

Funds holding: 2339 (+16)

36% more capital invested

Capital invested by funds: $58.1M → $78.8M (+$20.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

41.8% less ownership

Funds ownership: 102.54%60.73% (-42%)

Holders
39
Holders Change
+16
Holders Change %
+69.57%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
15
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$20.7M +$243K +7,877 +1%
SAM
2
Synergy Asset Management
Washington
$12.3M +$724K +23,442 +6%
DI
3
DAGCO Inc
Ohio
$7.81M +$672K +21,776 +10%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.32M -$643K -20,821 -8%
AIC
5
Archer Investment Corporation
Indiana
$6.71M -$523K -16,922 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.56M +$2.38M +76,932 +2,079%
CHC
7
City Holding Co
West Virginia
$2.09M +$366K +11,850 +22%
RFG
8
Range Financial Group
Oregon
$2.06M +$2M +64,870 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.74M +$1.69M +54,865 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.47M +$1.42M +46,078 New
ACM
11
AlphaStar Capital Management
North Carolina
$1.38M +$188K +6,097 +16%
HI
12
Harbour Investments
Wisconsin
$1.16M +$1.12M +36,125 +8,560%
SB
13
Strategic Blueprint
Georgia
$1.04M +$769K +24,891 +314%
ACM
14
Anfield Capital Management
California
$961K +$933K +30,224 New
KWS
15
Keystone Wealth Services
California
$883K +$857K +27,761 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$699K +$679K +21,998 New
Truist Financial
17
Truist Financial
North Carolina
$679K +$453K +14,674 +219%
MOS
18
MGO One Seven
Ohio
$641K +$623K +20,171 New
FIA
19
Foundations Investment Advisors
Arizona
$626K +$607K +19,673 New
RJA
20
Raymond James & Associates
Florida
$621K +$387K +12,548 +179%
SWMG
21
Signature Wealth Management Group
Georgia
$557K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$550K +$78.6K +2,544 +17%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$550K +$534K +17,292 New
SI
24
Stephens Inc
Arkansas
$531K +$169K +5,465 +49%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$382K +$63.1K +2,045 +21%

GMAR Hedge Fund Activity: Q2 2023 in Review

39 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q2 2023, worth a combined $78.8M — up 36% from $58.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GMAR positions and 2 closed out — a net gain of 16 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.38M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $643K.

  • 39 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q2 2023, up from 23 in Q1 2023.
  • Funds reported $78.8M of FT Vest US Equity Moderate Buffer ETF March stock for Q2 2023, up 36% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q2 2023 and 2 closed out, a net change of +16 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q2 2023 was Osaic Holdings, an estimated $2.38M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $643K sold.

Based on aggregated 13F filings for Q2 2023.