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FT Vest US Equity Moderate Buffer ETF March

42 hedge funds and large institutions have $51.8M invested in FT Vest US Equity Moderate Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.98% more ownership

Funds ownership: 63.94%68.92% (+5%)

9% less funds holding

Funds holding: 4642 (-4)

28% less capital invested

Capital invested by funds: $71.8M → $51.8M (-$20M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

75% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
4
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$21.9M +$7.98K +246 +0%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.24M -$1.42M -43,908 -19%
RFG
3
REAP Financial Group
Texas
$2.96M +$2.87M +88,609 New
SB
4
Strategic Blueprint
Georgia
$2.48M -$122K -3,763 -5%
CHC
5
City Holding Co
West Virginia
$2.23M
Osaic Holdings
6
Osaic Holdings
Arizona
$1.75M -$1.11M -34,080 -39%
HI
7
Harbour Investments
Wisconsin
$1.45M -$19.5K -600 -1%
OMC
8
Old Mission Capital
Illinois
$1.25M +$248K +7,634 +26%
SW
9
Schulz Wealth
Texas
$1.12M +$1.09M +33,496 New
ACM
10
Anfield Capital Management
California
$1.01M
KWS
11
Keystone Wealth Services
California
$927K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$879K -$60.7K -1,871 -7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$722K +$40K +1,233 +6%
SWMG
14
Signature Wealth Management Group
Georgia
$585K +$568K +17,527 New
SI
15
Stephens Inc
Arkansas
$558K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$545K +$162 +5 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$391K -$9.13M -281,429 -96%
RJA
18
Raymond James & Associates
Florida
$389K -$149K -4,600 -28%
Truist Financial
19
Truist Financial
North Carolina
$385K -$152K -4,678 -29%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$318K
BCI
21
Brinker Capital Investments
Pennsylvania
$311K -$649 -20 -0.2%
OPS
22
Orion Portfolio Solutions
Nebraska
$311K -$649 -20 -0.2%
PCM
23
Parsons Capital Management
Rhode Island
$304K
NAM
24
NorthCrest Asset Manangement
Minnesota
$304K
AWM
25
AE Wealth Management
Kansas
$299K

GMAR Hedge Fund Activity: Q4 2023 in Review

42 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q4 2023, worth a combined $51.8M — down 28% from $71.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GMAR and 7 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 4 added.

The largest buyer was Old Mission Capital, adding an estimated $248K. The largest seller was Citadel Advisors, cutting an estimated $9.13M.

  • 42 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q4 2023, down from 46 in Q3 2023.
  • Funds reported $51.8M of FT Vest US Equity Moderate Buffer ETF March stock for Q4 2023, down 28% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q4 2023 and 11 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q4 2023 was Old Mission Capital, an estimated $248K added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q4 2023 was Citadel Advisors, an estimated $9.13M sold.

Based on aggregated 13F filings for Q4 2023.