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FT Vest US Equity Moderate Buffer ETF March

115 hedge funds and large institutions have $482M invested in FT Vest US Equity Moderate Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 16 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

107% more capital invested

Capital invested by funds: $233M → $482M (+$249M)

21% more funds holding

Funds holding: 95115 (+20)

3.65% more ownership

Funds ownership: 67.46%71.11% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

53% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 34

Holders
115
Holders Change
+20
Holders Change %
+21.05%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
16
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$272M
Osaic Holdings
2
Osaic Holdings
Arizona
$51.9M -$19.2M -516,535 -27%
Raymond James Financial
3
Raymond James Financial
Florida
$30.9M +$30.7M +825,723 New
HWM
4
HFG Wealth Management
Texas
$10.3M +$1.41M +37,865 +16%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.63M +$467K +12,547 +7%
LPL Financial
6
LPL Financial
California
$7.49M +$6.48M +174,169 +675%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.12M +$3.97M +106,721 +128%
KAS
8
Kestra Advisory Services
Texas
$5.94M -$94K -2,527 -2%
BFG
9
Bouchey Financial Group
New York
$5.08M -$12.5M -336,240 -71%
AIA
10
AssuredPartners Investment Advisors
Florida
$4.72M +$4.68M +125,868 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.66M -$262K -7,057 -5%
SC
12
Schubert & Co
Texas
$4.54M
AP
13
Americana Partners
Texas
$3.99M -$8.52K -229 -0.2%
MCM
14
MAI Capital Management
Ohio
$3.55M -$3.39M -91,106 -49%
SS
15
Sunbelt Securities
Texas
$3.32M -$274K -7,371 -8%
CHC
16
City Holding Co
West Virginia
$2.96M
RFG
17
REAP Financial Group
Texas
$2.93M -$146K -3,917 -5%
AA
18
Armis Advisers
Georgia
$2.93M +$2.91M +78,265 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.46M +$19.2K +517 +0.8%
HP
20
Holistic Planning
Texas
$2.12M
CFGS
21
Concourse Financial Group Securities
Alabama
$1.67M -$28.7K -771 -2%
SB
22
Strategic Blueprint
Georgia
$1.65M -$107K -2,866 -6%
ACM
23
Anfield Capital Management
California
$1.58M -$24.9K -670 -2%
KWS
24
Keystone Wealth Services
California
$1.5M
MML Investors Services
25
MML Investors Services
Massachusetts
$1.45M -$3.87K -104 -0.3%

GMAR Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q4 2024, worth a combined $482M — up 107% from $233M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GMAR positions and 10 closed out — a net gain of 22 holders — while 16 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.48M. The largest seller was Osaic Holdings, cutting an estimated $19.2M.

  • 115 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $482M of FT Vest US Equity Moderate Buffer ETF March stock for Q4 2024, up 107% quarter-over-quarter.
  • 32 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q4 2024 and 10 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q4 2024 was LPL Financial, an estimated $6.48M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q4 2024 was Osaic Holdings, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2024.