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FT Vest US Equity Moderate Buffer ETF March

46 hedge funds and large institutions have $71.8M invested in FT Vest US Equity Moderate Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

18% more funds holding

Funds holding: 3946 (+7)

3.21% more ownership

Funds ownership: 60.73%63.94% (+3.2%)

9% less capital invested

Capital invested by funds: $78.8M → $71.8M (-$6.99M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
9
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$20.8M +$165K +5,158 +0.8%
Citadel Advisors
2
Citadel Advisors
Florida
$9.28M +$9.36M +293,125 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.31M +$12.1K +380 +0.2%
AIC
4
Archer Investment Corporation
Indiana
$6.51M -$175K -5,493 -3%
DI
5
DAGCO Inc
Ohio
$2.75M -$7.43M -232,595 -95%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.74M +$183K +5,743 +7%
SB
7
Strategic Blueprint
Georgia
$2.47M +$1.44M +45,109 +137%
CHC
8
City Holding Co
West Virginia
$2.12M +$41.5K +1,300 +2%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.41M -$49.2K -1,541 -3%
HI
10
Harbour Investments
Wisconsin
$1.4M +$241K +7,538 +21%
Goldman Sachs
11
Goldman Sachs
New York
$1.28M +$1.29M +40,500 New
ACM
12
Anfield Capital Management
California
$957K
OMC
13
Old Mission Capital
Illinois
$939K +$946K +29,640 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$893K -$852K -26,673 -49%
KWS
15
Keystone Wealth Services
California
$879K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$792K +$246K +7,714 +45%
MOS
17
MGO One Seven
Ohio
$734K +$96.2K +3,012 +15%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$646K +$268K +8,380 +70%
FIA
19
Foundations Investment Advisors
Arizona
$619K -$3.99K -125 -0.6%
JP Morgan Chase
20
JP Morgan Chase
New York
$598K +$603K +18,890 New
SI
21
Stephens Inc
Arkansas
$529K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$517K -$31.1K -975 -6%
RJA
23
Raymond James & Associates
Florida
$514K -$105K -3,297 -17%
Truist Financial
24
Truist Financial
North Carolina
$513K -$165K -5,167 -24%
HF
25
HRT Financial
New York
$465K +$469K +14,697 New

GMAR Hedge Fund Activity: Q3 2023 in Review

46 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q3 2023, worth a combined $71.8M — down 8.9% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GMAR positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $9.36M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $12.3M sold.

  • 46 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q3 2023, up from 39 in Q2 2023.
  • Funds reported $71.8M of FT Vest US Equity Moderate Buffer ETF March stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q3 2023 and 3 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q3 2023 was Citadel Advisors, an estimated $9.36M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q3 2023 was Synergy Asset Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2023.