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FT Vest US Equity Moderate Buffer ETF March

96 hedge funds and large institutions have $274M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

52% more funds holding

Funds holding: 6396 (+33)

43% more capital invested

Capital invested by funds: $192M → $274M (+$82M)

10.52% less ownership

Funds ownership: 83.31%72.79% (-11%)

Holders
96
Holders Change
+33
Holders Change %
+52.38%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
39
Increased
32
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$69.5M +$12.2M +352,846 +22%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$34M +$12.9M +371,947 +63%
RJA
3
Raymond James & Associates
Florida
$19.8M +$9.42M +272,549 +95%
BFG
4
Bouchey Financial Group
New York
$17.5M +$17M +492,578 New
MCM
5
MAI Capital Management
Ohio
$16M -$6.51M -188,243 -29%
KAS
6
Kestra Advisory Services
Texas
$15.5M +$330K +9,551 +2%
HWM
7
HFG Wealth Management
Texas
$8.65M +$8.43M +243,963 New
LIA
8
Luken Investment Analytics
Tennessee
$8.45M +$363K +10,492 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6.33M +$1.8M +52,028 +41%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.51M +$3.31M +95,745 +160%
SC
11
Schubert & Co
Texas
$4.16M
AP
12
Americana Partners
Texas
$3.97M +$1.21M +34,980 +45%
BRWA
13
B. Riley Wealth Advisors
Florida
$3.36M +$3.28M +94,850 New
SS
14
Sunbelt Securities
Texas
$3.24M +$686K +19,832 +28%
RFG
15
REAP Financial Group
Texas
$2.97M -$15.2K -441 -0.5%
CHC
16
City Holding Co
West Virginia
$2.8M +$296K +8,550 +12%
WI
17
Wintrust Investments
Illinois
$2.74M +$158K +4,558 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.54M -$1.58M -45,668 -39%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.48M +$695K +20,107 +40%
NA
20
NewEdge Advisors
Louisiana
$2.26M +$1.05M +30,361 +91%
SB
21
Strategic Blueprint
Georgia
$2.2M -$76.5K -2,214 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.16M -$127K -3,666 -6%
CFGS
23
Concourse Financial Group Securities
Alabama
$1.71M -$2.35M -68,103 -59%
ACM
24
Anfield Capital Management
California
$1.57M +$1.53M +44,399 New
EWM
25
EPG Wealth Management
Georgia
$1.51M -$1.47M -42,551 Closed

GMAR Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q2 2024, worth a combined $274M — up 43% from $192M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new GMAR positions and 3 closed out — a net gain of 36 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $17M. The largest seller was MAI Capital Management, cutting an estimated $6.51M.

  • 96 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q2 2024, up from 63 in Q1 2024.
  • Funds reported $274M of FT Vest US Equity Moderate Buffer ETF March stock for Q2 2024, up 43% quarter-over-quarter.
  • 39 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q2 2024 and 3 closed out, a net change of +36 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q2 2024 was Bouchey Financial Group, an estimated $17M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q2 2024 was MAI Capital Management, an estimated $6.51M sold.

Based on aggregated 13F filings for Q2 2024.