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FT Vest US Equity Moderate Buffer ETF March

63 hedge funds and large institutions have $192M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more capital invested

Capital invested by funds: $51.8M → $192M (+$140M)

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

50% more funds holding

Funds holding: 4263 (+21)

14.39% more ownership

Funds ownership: 68.92%83.31% (+14%)

Holders
63
Holders Change
+21
Holders Change %
+50%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
19
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$55.4M +$52.6M +1,557,220 +2,978%
MCM
2
MAI Capital Management
Ohio
$22M +$21.6M +640,207 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$20.2M +$13.5M +400,207 +214%
KAS
4
Kestra Advisory Services
Texas
$14.7M -$7.71M -228,035 -35%
RJA
5
Raymond James & Associates
Florida
$9.85M +$9.28M +274,520 +2,358%
LIA
6
Luken Investment Analytics
Tennessee
$7.85M +$7.7M +227,985 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.36M +$3.55M +105,030 +486%
SC
8
Schubert & Co
Texas
$4.16M +$4.08M +120,862 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.04M +$3.07M +90,929 +345%
CFGS
10
Concourse Financial Group Securities
Alabama
$4M +$3.75M +110,938 +2,075%
RFG
11
REAP Financial Group
Texas
$2.9M -$151K -4,482 -5%
AP
12
Americana Partners
Texas
$2.65M +$2.6M +76,939 New
CAN
13
Cetera Advisor Networks
California
$2.59M +$2.54M +75,251 New
WI
14
Wintrust Investments
Illinois
$2.51M +$2.46M +72,866 New
SS
15
Sunbelt Securities
Texas
$2.46M +$2.36M +69,819 +4,260%
CHC
16
City Holding Co
West Virginia
$2.43M +$123K +3,650 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.22M +$2.18M +64,646 New
SB
18
Strategic Blueprint
Georgia
$2.21M -$338K -10,006 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.06M +$1.47M +43,532 +267%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.72M +$1.69M +49,888 New
HI
21
Harbour Investments
Wisconsin
$1.58M +$84K +2,485 +6%
EWM
22
EPG Wealth Management
Georgia
$1.46M +$1.44M +42,551 New
Jane Street
23
Jane Street
New York
$1.41M +$1.39M +41,034 New
SW
24
Schulz Wealth
Texas
$1.26M +$106K +3,147 +9%
AAS
25
Avantax Advisory Services
Texas
$1.19M +$1.17M +34,611 New

GMAR Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q1 2024, worth a combined $192M — up 270% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GMAR positions and 10 closed out — a net gain of 21 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $52.6M. The largest seller was Kestra Advisory Services, cutting an estimated $7.71M.

  • 63 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $192M of FT Vest US Equity Moderate Buffer ETF March stock for Q1 2024, up 270% quarter-over-quarter.
  • 31 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +21 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q1 2024 was Osaic Holdings, an estimated $52.6M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q1 2024 was Kestra Advisory Services, an estimated $7.71M sold.

Based on aggregated 13F filings for Q1 2024.