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FT Vest US Equity Moderate Buffer ETF March

95 hedge funds and large institutions have $233M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9695 (-1)

5.34% less ownership

Funds ownership: 72.79%67.46% (-5.3%)

15% less capital invested

Capital invested by funds: $274M → $233M (-$40.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 35

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
18
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$69.8M -$2.17M -60,423 -3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$23M -$11.9M -331,865 -35%
RJA
3
Raymond James & Associates
Florida
$20.2M -$326K -9,080 -2%
BFG
4
Bouchey Financial Group
New York
$17.3M -$744K -20,741 -4%
HWM
5
HFG Wealth Management
Texas
$8.65M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.02M +$449K +12,505 +7%
MCM
7
MAI Capital Management
Ohio
$6.83M -$9.54M -266,050 -59%
KAS
8
Kestra Advisory Services
Texas
$5.92M -$9.92M -276,500 -63%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.83M -$862K -24,030 -15%
SC
10
Schubert & Co
Texas
$4.45M +$8.29K +231 +0.2%
AP
11
Americana Partners
Texas
$3.92M -$182K -5,087 -5%
SS
12
Sunbelt Securities
Texas
$3.52M +$165K +4,602 +5%
BRWA
13
B. Riley Wealth Advisors
Florida
$3.45M -$9.87K -275 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.06M +$419K +11,687 +16%
RFG
15
REAP Financial Group
Texas
$3.02M -$54K -1,504 -2%
CHC
16
City Holding Co
West Virginia
$2.9M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.39M -$172K -4,807 -7%
HP
18
Holistic Planning
Texas
$2.08M +$1.41M +39,438 +231%
Jane Street
19
Jane Street
New York
$1.97M +$1.18M +32,949 +159%
SB
20
Strategic Blueprint
Georgia
$1.72M -$541K -15,068 -24%
CFGS
21
Concourse Financial Group Securities
Alabama
$1.65M -$121K -3,371 -7%
ACM
22
Anfield Capital Management
California
$1.57M -$56.9K -1,585 -4%
NA
23
NewEdge Advisors
Louisiana
$1.56M -$772K -21,508 -34%
EWM
24
EPG Wealth Management
Georgia
$1.53M +$1.49M +41,651 New
KWS
25
Keystone Wealth Services
California
$1.47M

GMAR Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q3 2024, worth a combined $233M — down 15% from $274M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GMAR and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 18 added.

The largest buyer was EPG Wealth Management, opening a new position worth an estimated $1.49M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.9M.

  • 95 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q3 2024, down from 96 in Q2 2024.
  • Funds reported $233M of FT Vest US Equity Moderate Buffer ETF March stock for Q3 2024, down 15% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q3 2024 and 11 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q3 2024 was EPG Wealth Management, an estimated $1.49M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2024.